Dynamo Pricing, Features, Reviews & Comparison of Alternatives


Investment management software

5.0/5 (1 review)

Dynamo overview

Dynamo is an investment management software for private equity, hedge funds, funds of funds, and institutional investors, which supports industry-specific capabilities for managing fundraising, investor relations, and fund reporting, as well as manager due diligence, performance tracking, and more. Dynamo supports Microsoft Outlook and Office integration.

Dynamo supports a range of markets, including private equity, venture capital, real estate, and family offices, along with a number of solutions for deal management, fundraising and marketing, research management, investor relationship management, and more. Online portals give investors quick and secure access to their investment and fund performance data.

Other Dynamo features include portfolio monitoring, data collection and normalization, and compliance management. Dynamo tracks Reg D, Blue Sky, AIFMD, Form PF, GDPR compliance regulation data, and more. Dynamo has built connections with apps like Box, DropBox, and Preqin. Dynamo offers mobile access, giving users the flexibility to access and manage their data anytime, anywhere, via any smartphone or tablet device.


Pricing options
Value for money
View Pricing Plans


Business size



United States, Asia, Europe, United Kingdom

Supported languages

Dynamo screenshot: Dynamo: ReportingDynamo screenshot: Dynamo: Multi-Panel ViewsDynamo screenshot: Dynamo: Interactive FormsDynamo screenshot: Dynamo: Graphical Representations

Dynamo reviews


Very good
Value for money
Ease of use
Customer support
Christie Philbrick-Wheaton

I used Dynamo at a previous employer and liked it so much I implemented it at GMF.

Used daily for 2+ years
Reviewed 2018-03-17
Review Source: Capterra

I have used a few CRMs throughout my career and Dynamo is the most user friendly and easily customizable of the lot. Being able to create fields and views without having to submit service tickets is immensely valuable in a rapidly growing business. I have been able to build our Dynamo tenant to most accurately reflect our unique business model instead of shoehorning into a preset box.

Read the full review

Dynamo pricing

Pricing options
Free trial
View Pricing Plans

Contact Dynamo for pricing information.

Dynamo features

Accounting Management
Compliance Management
Data Import/Export
Financial Analysis
Reporting & Statistics
Third Party Integration
Workflow Management

Accounting Integration (142 other apps)
Activity Dashboard (149 other apps)
Automatic Notifications (123 other apps)
Billing & Invoicing (138 other apps)
Customizable Reporting (119 other apps)
Electronic Payments (127 other apps)
Expense Tracking (132 other apps)
Invoice Management (187 other apps)
Invoice Processing (115 other apps)
Multi-Currency (119 other apps)
Real Time Data (119 other apps)
Receiving (98 other apps)

Security and privacy


Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Additional information for Dynamo

Key features of Dynamo

  • Accounting Management
  • Alternative Asset Control
  • CRM Integration
  • Client Management
  • Compliance Management
  • Contact Management
  • Data Collection
  • Document Management
  • Fixed Asset Management
  • Fund Management
  • Investor Accounting
  • Investor Reporting
  • Manager Tracking & Due Diligence
  • Partnership Accounting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management
  • Workflow Management
View All Features