Allocate vs Dynamo CRM & Deal Management
Allocate
allocate.coDynamo CRM & Deal Management
dynamosoftware.comSide by side
| Figure | Allocate | Dynamo CRM & Deal Management |
|---|---|---|
| Price from | — | $0.08/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 1 | 2 |
| Spec score · Fund Administration Software | 7.6 (#12) | 8.5 (#2) |
| Spec score · Portfolio Management Software | 7.0 (#73) | 8.1 (#28) |
| Founded | 2021 | 1998 |
| Integrations | Allocate says it integrates with major third-party wealth reporting systems but does not name them on the page opened. | Listed data-provider integrations include Preqin, PitchBook, Tracxn and SourceScrub. |
| Purpose | Allocate provides infrastructure for wealth advisors and asset managers to manage private markets investing, including investment access, fund vehicles, subscriptions, and portfolio operations. | All-in-one deal management software for investment teams in private capital markets. |
Plans
Dynamo CRM & Deal Management
- Subscription$1 a year
- Dynamo CRM & Deal ManagementPriced on request
In their own words
Dynamo CRM & Deal Management
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.