Carta Fund Management vs Dynamo CRM & Deal Management
Carta Fund Management
carta.comDynamo CRM & Deal Management
dynamosoftware.comSide by side
| Figure | Carta Fund Management | Dynamo CRM & Deal Management |
|---|---|---|
| Price from | — | $0.08/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 2 | 2 |
| Spec score · Fund Administration Software | 7.5 (#16) | 8.5 (#2) |
| API | Advanced ERP includes API access to retrieve portfolio company cap table and investment data and export Carta data to external systems such as Salesforce. | An open API connects Dynamo with third-party data sources, software, and data warehouses. |
| Founded | 2012 | 1998 |
| Headquarters | San Francisco, California, United States | Watertown, Massachusetts, USA |
| Integrations | Fund Management lists Ramp for expense management and supports banking connections through direct and indirect APIs. | Listed data-provider integrations include Preqin, PitchBook, Tracxn and SourceScrub. |
| Mobile app | Carta Carry lets fund users track tasks, message fund administrators, receive push notifications, and make approvals on the go. | Dynamo Mobile provides mobile access to data, contact communication, activity logging, directions and nearby-item views. |
| Purpose | Carta Fund Management is an end-to-end suite for managing fund operations from transactions to distributions. | All-in-one deal management software for investment teams in private capital markets. |
| Security | Carta’s Trust Center lists annual third-party audits, annual penetration testing, and a disaster recovery plan. | 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. |
Plans
Carta Fund Management
- Advanced ERPPriced on request
- Standard ERPPriced on request
Dynamo CRM & Deal Management
- Subscription$1 a year
- Dynamo CRM & Deal ManagementPriced on request
In their own words
Carta Fund Management
Carta Fund Management has no write-up on Specifiction yet; its figures are above.
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.