Archway Platform vs Dynamo CRM & Deal Management

Archway Platform is paid web software that combines investment aggregation, accounting, and reporting on one general ledger. The same ledger serves as both investment and accounting books of record. It aggregates public and private markets, liquid and illiquid assets, and held-away and managed positions, with performance, investor, and multi-currency reporting. Accounting workflows include invoice intake, approval routing, vendor verification, fraud controls, payments, and reconciliation. Fund administration records agreement-based waterfall calculations as journal entries and provides capital accounts and K-1 summaries. Carried-interest tools cover grants, vesting, forfeitures, scenario modeling, and distributions with traceable allocations. A branded client portal uses the same ledger and includes approvals. Supported structures include trusts, LLCs, partnerships, foundations, private funds, fund of funds, mutual funds, pooled cash vehicles, omnibuses, and individuals. Pricing is on request under fixed annual pricing based on entities, services, and users.

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.