Dynamo Software

Score9.9 out of 10

11 Reviews and Ratings

What is Dynamo Software?

Dynamo Software is a purpose-built investment management platform that can support the entire private market investment lifecycle. It offers modules for CRM, deal management, investor relations, investor portal, portfolio monitoring, fund accounting, research management, portfolio management, and ESG reporting.

Categories & Use Cases

Media

Dynamo Accounting, which helps manage and automate complex fund administration and reporting workflows, delivering Excel-powered financial packages and audit-ready outputs for alternative investment firms.

Dynamo Research Management, a platform that centralizes and automates investment research and due diligence workflows for multi-asset class investors.

Dynamo’s Investor Relations platform, which streamlines fundraising and marketing by centralizing investor data, automating outreach, with integrated CRM, analytics, and a secure investor portal.

Dynamo Investor Portal, which is a secure, configurable platform that streamlines investor communications, performance reporting, and document management to deliver GP and LP engagement.

Dynamo Deal Management, used to streamline GP deal sourcing, pipeline tracking, and due diligence with intuitive workflows, unified data, and intelligent automation.

1 / 5

Ryan Donelson

Investor Realtions Manager in Finance and Accounting at HPP (11-50 employees employees)

Use Cases and Deployment Scope

We use Dynamo Software for our CRM, Investor Portal, communication to limited partners, accounting and fund administration. Dynamo Software has allowed us to almost triple the size of our business. There are numerous things that were not even possible previously that we are now able to do within the software. We also have a single source of truth now rather than multiple excel files tracking data that was time consuming and frustrating for our internal team.

Pros

Tracking relationships in the CRM and the Web Add-in tool to add new information straight from emails.
The flexibility to build out whatever view you would like to see certain data in and the ability to then export information to Excel.
The Mail Merge Tool allows us to communicate to over 100 different subsets of our limited partners in different SPVs.

Cons

With the ability to build or have something custom built there isn't much to add here.
We are very unique in the PE space and there is some functionality we would like but I'm not sure many other clients would find it beneficial.

Return on Investment

Streamlined Reporting for our Limited Partners
Overall Efficency: Monday Mgmt Meetings, Deal Pipeline, Tracking Deals
Productivity in Fundraising
Single Sources of Trust for our internal teams

Usability

Other Software Used

Adobe Acrobat Sign, Mail Merge Toolkit, Progress ShareFile

Christian Mattox

VP of Staff and Investor Relations at Locke Capital, LLC (1-10 employees employees)

Use Cases and Deployment Scope

We use Dynamo Software to act as the home base for all investor data for all of our various funds. We also use it to send out quarterly reports to investors. As we grow, this is likely going to change a bit in terms of "how" we use Dynamo Software. The software helped our business streamline communications with investors and have a one stop shop for investors to access their documents, financial data, etc.

Pros

Investor Portal Hub
Mail Merge tool

Cons

I think the software is so robust it can be difficult to use. I often get intimidated to make changes within our platform because I don't want to mess anything up.
I also feel like once you finish your "training" that it would be nice to have an account manager that can help you when you need it, rather than someone who is in the sales department or contacting the support team. It can be frustrating to have to re-explain your company and how you do things every time you are needing help or want to make changes to your platform that you don't know how to do.

Return on Investment

it has helped us streamline our fundraising process and tracking our progress

Usability

Alternatives Considered

Allvue Investor Portal, NetSuite ERP and BILL

Other Software Used

BILL, NetSuite ERP

Verified User

Administrator in Professional Services (11-50 employees employees)

Use Cases and Deployment Scope

We use Dynamo Software as a CRM for all of our clients (hedge funds, PE, VC, etc.) to maintain investor data in order to distribute information to their investors. In addition, we will leverage Dynamo Accounting as well as the Investor Portal for clients that need those services or want something more sophisticated than using QuickBooks and Excel to keep the books and records of their funds. As an administrator, we have a breadth of clients that have different needs and cost points.

Pros

Keeps improving the software
Client management and support
It is very customizable

Cons

Some functionality is clunky: Mailing Campaigns, Passthrough Integration, Dynamo Accounting Complex Transactions. At times it seems functionality is rolled out too soon.
Onboarding of new clients for us seems a bit haphazard. We just added a new tenant with CRM, Dynamo Accounting and the Investor Portal and we weren't exactly sure what the state of the new tenant should be based on what was copied over from a prior tenant or how much Dynamo Software time or support we would have to customize the new tenant.
At times it seems Dynamo Software's terminology with relationships either isn't intuitive or is repetitive creating additional time/confusion when modifying workspaces, portal set-up, etc.

Return on Investment

It allows us to offer a more sophisticated accounting application and investor portal in our suite of technology.

Usability

Alternatives Considered

Juniper Square and AppFolio Investment Manager

Other Software Used

Axys® LTC, Sage 50, QuickBooks Desktop Enterprise

Verified User

Employee in Marketing (51-200 employees employees)

Use Cases and Deployment Scope

CRM - client & prospect information

Pipeline creation

Logging meeting notes

Logging Calendar events

Account information

Pros

Reports
Note taking/aggregating

Cons

Email Sync with Gmail

Return on Investment

Improved note keeping for future meeting reference
Improved grasp of pipeline
Improved handle on account specific perf

Usability

Verified User

Administrative Assistant in Finance and Accounting (11-50 employees employees)

Use Cases and Deployment Scope

Dynamo Software helps our team create a great portal experience and crm that allows us to not only know our clients better but also allows us to know how to improve. With better communication filing and pipeline we can access many recourses in one place. This helps us with our biggest struggle in the digital age having great digital organization internally and for the clients best viewing experience.

Pros

Customization
Origination
Innovation

Cons

communication
guidance
training for business tools

Return on Investment

creating work flows for new clients
can cause issues with to many items in the pipeline
Allows us to view funding quickly and efficiently

Usability

Other Software Used

Microsoft Teams, Microsoft Copilot Studio, Microsoft 365

Dynamo Software

What is Dynamo Software?

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Media

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