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Dynamo Pricing, Features, Reviews and Alternatives

Dynamo product overview

What is Dynamo?

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.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Phone Support
Chat
Email/Help Desk

Training options

Live Online
In Person
Webinars

Dynamo pricing information

Value for money

4.5

/5

11

Starting from

No info

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Dynamo features

Functionality

4.6

/5

11
Total Features57 4 categories

Most valued features by users

Reporting & Statistics
API
Reporting/Analytics
Data Import/Export
Compliance Management
Third Party Integrations
Audit Trail
Workflow Management

Functionality contenders

Dynamo users reviews

Overall rating

4.6

/5

11

Positive reviews

91%

Write a review
Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10
Rating distribution

5

4

3

2

1

8

2

1

0

0

Pros
The continued support has also been exceptional. It is nice to know that if we need help there is a team at Dynamo to continue with the help and support we need.

JS

Jennifer S.

Dynamo support has been good whether tackling our questions about best practices, helping to guide us on new features, provide training or answering our what if or how to questions.

LY

Lydia Y.

Dynamo is an easy platform to learn and implement to others. I like that there are always positive changes to the system which makes the system more user friendly.

LV

Linda V.

Cons
The AI add-in is frustrating because it will auto-relate entities that are not related to the activity I'm saving.

MW

Mac W.

Our business model employs a significant number of transfers within and across entities. This has been my biggest pain point as the transfer process continues to change.

CP

Christie P.

Overall rating contenders

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Dynamo - it's more than just a CRM!

Reviewed a year ago

Our overall Dynamo experience has collaborative. We staged our implementation in phases starting with CRM first. We continue to deploy more & more features, explore modules and are constantly considering better ways to do our day to day tasks. Dynamo support has been good whether tackling our questions about best practices, helping to guide us on new features, provide training or answering our what if or how to questions. We have experienced good dialogue and partnership in addressing our concerns.

Pros

We implemented Dynamo after years of our growing team being unable to 'find our stuff' on a network drive full of hundreds of folders that were poorly organized, named or maintained. Our team decided to start looking for a system to organize our data. That search started as a CRM system search and then evolved as we completed searches and demos to explore also portfolio management and reporting....

Cons

Initially the reporting was less robust. This has changed dramatically and the reporting and dashboards are robust and dynamic. The shift from Tableau reporting to Power BI has really improved the quality of reporting.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Best LP Platform and Data Service Offering

Reviewed a year ago

We really enjoy working with the Dynamo team. The team is very forward thinking and service oriented. We have collaborated with Dynamo a lot to build new features and functionality with the system. The team always communicates deadlines and assists in any way possible with implementation.

Pros

Dynamo Software is a one stop solution for LPs. It has a great CRM platform as well as a fantastic portfolio management solution. You don't need to worry about connecting two systems together.

Cons

Dynamo did not have a connector to administrators such as State Street. However, we worked with Dynamo to build a file transfer and now cash transactions and reconciliations with our administrator are automated.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Dynamo/Preqin Review

Reviewed a year ago

Customer support has been great. There is room to improve on ease of customization by the user, as well as, data upload alternatives to Excel. Customization on next iteration looks interesting .

Pros

Centralized database. Designed to be the single source of truth on financials.

Cons

Difficulty in making changes to the excel upload template (customer support needed). Limited UI flexibility. Excel input to database.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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

Reviewed 3 years ago
Pros

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.

Cons

Our business model employs a significant number of transfers within and across entities. This has been my biggest pain point as the transfer process continues to change. I would love to have a process by which we could transfer from Investor Account A in Fund X to Investor Account B in Fund Y in a single step.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Product review

Reviewed a year ago

Our experience with Dynamo has been exceptional. [SENSITIVE CONTENT HIDDEN] did a great job onboarding us and building some finds or reports on his own. The continued support has also been exceptional. It is nice to know that if we need help there is a team at Dynamo to continue with the help and support we need.

Pros

There are several easy ways to get data in. Manual entry is easy and not time consuming. I love the many different ways data can be loaded into the database.

Cons

We are a firm that has clients with a lot of Transfers of Interest. This and the commitment/ownership are my biggest issues with the software. I would also say while it is my least favorite it is still way easier than our old system.

Dynamo FAQs and common questions

Dynamo has the following pricing plans:
Pricing model: Subscription
Free Trial: Available


Dynamo has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business


Dynamo supports the following languages:
English


Yes, Dynamo has an API available for use.


Dynamo integrates with the following applications:
Microsoft Outlook, Dropbox Business, DocuSign, Box, Microsoft 365


Dynamo offers the following support options:
Phone Support, Chat, Email/Help Desk

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