Dynamo CRM & Deal Management
Ranked in Portfolio Management Software ·No free plan on record
About
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 teams assess connection strength, quality, and potential. Configurable task-based workflows, automated reminders, and reporting support deal processes. Documents are centralized with advanced search and AI-powered tagging; DynamoAI can tag documents and summarize meeting notes and deal documents. Outlook and Gmail integrations bring interactions and activities into the inbox. Listed data integrations include PitchBook, Preqin, FactSet, SourceScrub, Capital IQ, and Dakota. An open API connects to third-party data sources, software, and data warehouses. Mobile access covers deals, activities, companies, contacts, tasks, and documents on Android and iOS, alongside web and API platforms. The product also lists compliance workflows, opportunity management, a client portal, and an audit trail. Its security information includes 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.
Who it is for
Dynamo suits investment teams in private capital markets managing deal pipelines and related documents. It may fit teams seeking integrations with data providers, email, and existing software or data warehouses.
What is good
- Tracks deals through post-investment.
- Includes relationship scoring and indicators.
- DynamoAI tags documents and summarizes notes.
- Open API connects with data warehouses.
- Mobile access covers deals, contacts, tasks, and documents.
What to know first
- Pricing is available on request.
- The product is focused on private capital markets.
Verdict
Dynamo brings deal tracking, relationship intelligence, document management, and integrations into a cloud product for investment teams. Pricing requires a request, so teams will need to seek details before evaluating its fit.
Compared on portfolio management software
- Compliance workflows
- Yesdynamosoftware.com
- Opportunity management
- Yesdynamosoftware.com
- Client portal
- Yesdynamosoftware.com
- Audit trail
- Yesdynamosoftware.com
- Deployment
- clouddynamosoftware.com
- Email and calendar sync
- Yesdynamosoftware.com
Facts
- Purpose
- All-in-one deal management software for investment teams in private capital markets.dynamosoftware.com · 1 Oct 2026
- Relationship intelligence
- Dynamo provides relationship scoring and indicators to assess relationship strength, quality, and potential.dynamosoftware.com · 1 Oct 2026
- Pipeline visibility
- The platform tracks the deal lifecycle from initial research through post-investment and provides pipeline conversion, sector, and team activity views.dynamosoftware.com · 1 Oct 2026
- AI capabilities
- DynamoAI tags documents and summarizes meeting notes and deal documents.dynamosoftware.com · 1 Oct 2026
- Workflow automation
- Configurable task-based workflows, automated reminders, and automated reporting help manage deal processes.dynamosoftware.com · 1 Oct 2026
- Document management
- The product centralizes documents and supports AI-powered auto-tagging and advanced search.dynamosoftware.com · 1 Oct 2026
- Email and calendar
- Outlook and Gmail integrations manage interactions and activities directly from the inbox.dynamosoftware.com · 1 Oct 2026
- Data integrations
- Dynamo lists integrations with PitchBook, Preqin, FactSet, SourceScrub, Capital IQ, Dakota, and other data providers.dynamosoftware.com · 1 Oct 2026
- API
- An open API connects Dynamo with third-party data sources, software, and data warehouses.dynamosoftware.com · 1 Oct 2026
- Mobile access
- Dynamo Mobile provides access to deals, activities, companies, contacts, tasks, and documents on the go.dynamosoftware.com · 1 Oct 2026
- Security
- 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.dynamosoftware.com · 1 Oct 2026
- Privacy compliance
- Dynamo states that it supports DORA obligations and complies with GDPR-related requirements and the California Consumer Privacy Act.dynamosoftware.com · 1 Oct 2026
- Customer support
- Dynamo lists a support telephone number of +1 617-393-0000 at its global headquarters.dynamosoftware.com · 1 Oct 2026
- Company history
- Dynamo states that the company was founded as Netage Solutions during the 1998–2002 period and later changed its corporate name to Dynamo Software.dynamosoftware.com · 1 Oct 2026
Company
- Founded
- 1998dynamosoftware.com · 28 Sept 2026
- Headquarters
- Watertown, Massachusetts, USAdynamosoftware.com · 28 Sept 2026
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Sources
- dynamosoftware.com/products/crm-deal-management/· checked 1 Oct 2026
- dynamosoftware.com/resource/dynamo-deal-management-v3-0-br· checked 1 Oct 2026
- dynamosoftware.com/resource/dynamo-deal-management-brochur· checked 1 Oct 2026
- dynamosoftware.com/resource/dynamo-integration-ecosystem-b· checked 1 Oct 2026
- dynamosoftware.com/trust-center/· checked 1 Oct 2026
- dynamosoftware.com/global-offices/· checked 1 Oct 2026
- dynamosoftware.com/about/· checked 1 Oct 2026
- dynamosoftware.com/get-a-demo/· checked 1 Oct 2026