Dynamo CRM & Deal Management

dynamosoftware.com

From $0.08/mo WebiOSAndroidAPI

Spec score 8.4 #1 of 30 in Investment Accounting Software

What it is

Dynamo CRM & Deal Management is cloud software for investment teams in private capital markets. It tracks deals from initial research through post-investment and provides views of pipeline conversion, sectors, and team activity. Relationship scoring and indicators help assess relationship strength, quality, and potential. Configurable task workflows, reminders, and reporting support deal processes. The system centralizes documents with advanced search and AI-powered tagging; DynamoAI can also summarize meeting notes and deal documents. Outlook and Gmail integrations manage interactions and activities from the inbox. Listed data integrations include PitchBook, Preqin, FactSet, SourceScrub, Capital IQ, and Dakota, while an open API connects with third-party data sources, software, and data warehouses. Dynamo Mobile provides access to deals, activities, companies, contacts, tasks, and documents on Android and iOS, alongside web and API access. Security features include encryption in transit and at rest, granular permissions, audit logs, and SOC 1/2/3-audited cloud infrastructure with regional hosting options. Pricing is available on request.

Spec sheet

What it does: Dynamo CRM & Deal Management centralizes deal data, relationship intelligence, target research and pipeline workflows for alternative-investment teams.Read 21 Oct 2026 · dynamosoftware.com
Purpose: All-in-one deal management software for investment teams in private capital markets.Read 1 Oct 2026 · dynamosoftware.com
API: An open API connects Dynamo with third-party data sources, software, and data warehouses.Read 1 Oct 2026 · dynamosoftware.com
Integrations: Listed data-provider integrations include Preqin, PitchBook, Tracxn and SourceScrub.Read 21 Oct 2026 · dynamosoftware.com
Security: The v3.0 brochure states that Dynamo uses encryption in transit and at rest, granular permissions, audit logs, and SOC 1/2/3-audited cloud infrastructure with regional hosting options.Read 1 Oct 2026 · dynamosoftware.com
Headquarters: Watertown, Massachusetts, USARead 28 Sep 2026 · dynamosoftware.com
Founded: 1998Read 28 Sep 2026 · dynamosoftware.com
AI capabilities: DynamoAI tags documents and summarizes meeting notes and deal documents.Read 1 Oct 2026 · dynamosoftware.com
AI deal agent: The deal-management agent extracts CIM facts, drafts investment memos and compares opportunities with historical deals.Read 21 Oct 2026 · dynamosoftware.com
AI processing: DynamoAI tags documents and notes, summarizes meeting and deal documents, and surfaces risks, opportunities and next steps.Read 21 Oct 2026 · dynamosoftware.com
API access: A public GitHub overview says customers need a Dynamo API key obtained from a Dynamo representative and use bearer-key authorization.Read 21 Oct 2026 · github.com
API limits and fees: The API limits each key to five simultaneous requests; downloading data is chargeable while uploading data has no API charge.Read 21 Oct 2026 · api-viking.dynamosoftware.com
Browser requirements: The published requirements call for a computer or mobile device with internet access and the latest Chrome or Firefox; Internet Explorer 8 or newer is also listed.Read 21 Oct 2026 · d3.dynamosoftware.com
Cloud deployment: Dynamo describes its platform as cloud-based and the product page presents a secure cloud platform rather than a self-hosted edition.Read 21 Oct 2026 · dynamosoftware.com
Company founded: Dynamo Software states it has served the alternative-investment industry since 1998.Read 21 Oct 2026 · linkedin.com
Company headquarters: LinkedIn lists headquarters at Watertown, Massachusetts.Read 21 Oct 2026 · linkedin.com
Company history: Dynamo states that the company was founded as Netage Solutions during the 1998–2002 period and later changed its corporate name to Dynamo Software.Read 1 Oct 2026 · dynamosoftware.com
Company size: LinkedIn lists Dynamo Software at 201–500 employees.Read 21 Oct 2026 · linkedin.com
Customer support: Dynamo lists a support telephone number of +1 617-393-0000 at its global headquarters.Read 1 Oct 2026 · dynamosoftware.com
Data integrations: Dynamo lists integrations with PitchBook, Preqin, FactSet, SourceScrub, Capital IQ, Dakota, and other data providers.Read 1 Oct 2026 · dynamosoftware.com
Document management: Dynamo consolidates documents, provides advanced search and uses AI-powered auto-tagging.Read 21 Oct 2026 · dynamosoftware.com
Email and calendar: An Outlook integration lets users update activities, documents and communications without leaving Outlook.Read 21 Oct 2026 · dynamosoftware.com
Integration ecosystem: The integration ecosystem includes REST/API and flat-file import/export connections to providers such as Bloomberg, FactSet, Cambridge Associates, State Street, BNY Mellon, Snowflake and Microsoft 365.Read 21 Oct 2026 · dynamosoftware.com
Limit: Apple mobile UX: App Store reviewers describe SSO login as clunky, fields as cramped and editing or data entry as difficult.Read 21 Oct 2026 · apps.apple.com
Limit: G2 implementation: G2 reviewers say the flexibility creates a learning curve and that reporting needs substantial configuration and training.Read 21 Oct 2026 · g2.com
Limit: Gartner complex workflows: Gartner reviewers say advanced workflows and import troubleshooting can require technology-team assistance, while nested-fund consolidation can be complex.Read 21 Oct 2026 · gartner.com
Limit: GetApp interface: GetApp reviewers report that the interface could be more visually appealing and administration is not always intuitive.Read 21 Oct 2026 · getapp.co.uk
Limit: TrustRadius UX and performance: TrustRadius summaries mention an outdated or overwhelming interface, import/integration limits, occasional slowness and bugs.Read 21 Oct 2026 · trustradius.com
Maker legal name: The mobile listing identifies the seller as Dynamo Software, Inc.Read 21 Oct 2026 · apps.apple.com
Mobile access: Dynamo Mobile provides access to deals, activities, companies, contacts, tasks, and documents on the go.Read 1 Oct 2026 · dynamosoftware.com
Mobile app: Dynamo Mobile provides mobile access to data, contact communication, activity logging, directions and nearby-item views.Read 21 Oct 2026 · apps.apple.com
Notable news: Dynamo's resources page advertises an October 28, 2026 webinar on modernizing fund administration for private-equity and venture-capital firms.Read 21 Oct 2026 · dynamosoftware.com
Ownership and clients: Francisco Partners lists Dynamo as a private-equity-stage company with 350-plus clients managing more than $1 trillion in assets.Read 21 Oct 2026 · careers.franciscopartners.com
Pipeline management: Pipeline tools track live deals and provide conversion-funnel, sector and team-activity views.Read 21 Oct 2026 · dynamosoftware.com
Pipeline visibility: The platform tracks the deal lifecycle from initial research through post-investment and provides pipeline conversion, sector, and team activity views.Read 1 Oct 2026 · dynamosoftware.com
Praise: G2 centralization: G2 reviewers praise the platform for replacing siloed spreadsheets and systems with centralized CRM, pipeline, portfolio and reporting data.Read 21 Oct 2026 · g2.com
Praise: GetApp usability: GetApp reviewers commonly praise investor tracking, document management, reporting, Microsoft integration and flexible customization.Read 21 Oct 2026 · getapp.com
Praise: TrustRadius support and flexibility: TrustRadius reviewers repeatedly cite extensive customization, responsive implementation/support teams and consolidation into a single source of truth.Read 21 Oct 2026 · trustradius.com
Privacy compliance: Dynamo states commitments to UK/EEA GDPR and CCPA compliance and provides a data-processing agreement.Read 21 Oct 2026 · dynamosoftware.com
Public API: Dynamo exposes an API with bulk, entity, reset, search, view and document operations.Read 21 Oct 2026 · api-viking.dynamosoftware.com
Rating on Apple App Store: 4.3 out of 5 from 8 reviewsRead 21 Oct 2026 · apps.apple.com
Rating on G2: 4.2 out of 5 from 37 reviewsRead 21 Oct 2026 · g2.com
Rating on Gartner Peer Insights: 4.5 out of 5 from 2 reviewsRead 21 Oct 2026 · gartner.com
Rating on GetApp: 4.6 out of 5 from 34 reviewsRead 21 Oct 2026 · getapp.com
Rating on Google Play: No rating out of 5 from 0 reviewsRead 21 Oct 2026 · play.google.com
Rating on TrustRadius: 9 out of 10 from 22 reviewsRead 21 Oct 2026 · trustradius.com
Relationship intelligence: Dynamo Indicators provide relationship-health visibility and flexible scoring for deal connections.Read 21 Oct 2026 · dynamosoftware.com
Security center: The Trust Center provides client-only security certificates, questionnaires, security-posture information and confidential documents.Read 21 Oct 2026 · dynamosoftware.com
Target research: The product centralizes target-company research and uses third-party data integrations.Read 21 Oct 2026 · dynamosoftware.com
Workflow automation: Configurable task-based workflows, automated reminders, and automated reporting help manage deal processes.Read 1 Oct 2026 · dynamosoftware.com

Plans and prices

Subscription $1 a year subscription starting price shown by GetApp Read 21 Oct 2026 · getapp.com

Dynamo CRM & Deal Management Priced on request ballpark pricing via demo request Read 1 Oct 2026 · dynamosoftware.com

Every Dynamo CRM & Deal Management plan and price →

Strong points and limits

Strong points

Tracks deals from research through post-investment
AI can tag documents and summarize notes
Outlook and Gmail integrations manage inbox activity
Security features include encryption and audit logs

Limits

Pricing is available on request
Regional hosting options are listed without further detail

Who it suits

Dynamo CRM & Deal Management suits investment teams in private capital markets that need to manage deal pipelines, relationships, workflows, and documents. Mobile access and integrations support teams using email, external data providers, and third-party systems.

Verdict

Dynamo brings deal tracking, relationship intelligence, document management, and workflow automation into a cloud CRM. Request pricing and confirm the setup details that matter to your team before proceeding.