Clearwater Analytics vs Dynamo CRM & Deal Management
Clearwater Analytics
cwan.comDynamo CRM & Deal Management
dynamosoftware.comSide by side
| Figure | Clearwater Analytics | Dynamo CRM & Deal Management |
|---|---|---|
| Price from | — | $0.08/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | Yes |
| Plans published | 0 | 2 |
| Spec score · Investment Accounting Software | 7.5 (#17) | 8.4 (#1) |
| Spec score · Portfolio Management Software | 7.5 (#59) | 8.1 (#28) |
| Cloud deployment | Clearwater describes its platform as cloud native, with no servers to manage or software to install. | Dynamo describes its platform as cloud-based and the product page presents a secure cloud platform rather than a self-hosted edition. |
| Company history | Clearwater says it was founded in 2004 and began in Boise, Idaho. | Dynamo states that the company was founded as Netage Solutions during the 1998–2002 period and later changed its corporate name to Dynamo Software. |
| Founded | 2004 | 1998 |
| Headquarters | Boise, Idaho, United States | Watertown, Massachusetts, USA |
| Integrations | The open platform supports marketplace and partner integrations, custom Python models through APIs, and connections with third-party order and portfolio management systems. | Listed data-provider integrations include Preqin, PitchBook, Tracxn and SourceScrub. |
| Purpose | Clearwater is a cloud based investment management platform for institutional investors, connecting investment data across public and private markets. | All-in-one deal management software for investment teams in private capital markets. |
| Security | The platform page lists encryption in transit and at rest, role-based access management, automated patching, redundancy and disaster recovery, monitoring, and audit logging. | 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 does | Clearwater connects investment data and workflows across public and private markets in a front-to-back investment management platform. | Dynamo CRM & Deal Management centralizes deal data, relationship intelligence, target research and pipeline workflows for alternative-investment teams. |
Plans
Dynamo CRM & Deal Management
- Subscription$1 a year
- Dynamo CRM & Deal ManagementPriced on request
In their own words
Clearwater Analytics
Clearwater Analytics 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.