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Ashta.ai vs Dynamo CRM & Deal Management

Ashta.ai

ashta.ai

Dynamo CRM & Deal Management

dynamosoftware.com

Side by side

FigureAshta.aiDynamo CRM & Deal Management
Price from—$0.08/mo
Free plan——
Free trialYes—
Open source——
WebYesYes
iOS—Yes
Android—Yes
API—Yes
Plans published22
Spec score · Fund Administration Software8.1 (#7)8.5 (#2)
HeadquartersNew York, New York, United StatesWatertown, Massachusetts, USA
IntegrationsAshta says its integration directory contains 92 integrations, including AWS, Box, Dropbox, DocuSign, Google Workspace and Slack.Listed data-provider integrations include Preqin, PitchBook, Tracxn and SourceScrub.
SecurityThe privacy policy says customer environments use dedicated single-tenant infrastructure with separate databases and server resources, and that data is encrypted in transit and at rest.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.
What it doesAshta.ai describes itself as an operating system for alternative investment firms that helps general partners manage funds, investors and operations.Dynamo CRM & Deal Management centralizes deal data, relationship intelligence, target research and pipeline workflows for alternative-investment teams.

Plans

Ashta.ai

  • Compliance Desk$29, paid once
  • Fund operations platformPriced on request

Ashta.ai pricing →

Dynamo CRM & Deal Management

  • Subscription$1 a year
  • Dynamo CRM & Deal ManagementPriced on request

Dynamo CRM & Deal Management pricing →

In their own words

Ashta.ai

Ashta.ai has no write-up on Specifiction yet; its figures are above.

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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.

Visit dynamosoftware.com