Dynamo™Private Equity Edition

Dynamo™ Private Equity Edition is the premier CRM, portfolio management, and reporting platform for private equity investment offices. Delivering industry-specific capabilities encompassing fundraising, deal management, portfolio management, and investor relations management and reporting, Dynamo’s™ sixteen years of product development is supported by dedicated and industry-savvy client service.

Delivered online as a Cloud platform, Dynamo™ software is deployed quickly and can be maintained easily across any office environment. The platform seamlessly integrates with the Microsoft Office® suite for an intuitive user experience through highly configurable dashboards displayed according to your user profile.

Educational Documents:

10 Best Practices for Deal Managements Software (PDF, 120 KB)

Dynamo Online Reporting Brochure (PDF, 86 KB)

PTIA Case Study (PDF, 230 KB)

Data Integration and Analysis

Deal Management

Fundraising and Marketing

Investor Relations

Partnership Accounting

Portfolio Management

Request Demo & Free Trial

Compliance

Instill Compliance in Communications

Watermark or password-protect sensitive documentation, and generate PPMs automatically.

Facilitate Your Future Compliance

Integrate compliance-based fields into investor profiles for easy reference.

Identify All Compliance Gaps

Review bundled reports to identify missing documents for compliance fulfillment.

Confirm Your Tasks are Completed

Add task categories and ensure their completion by the assigned person.

In an industry under increasing scrutiny, anticipating and meeting evolving compliance mandates is requiring valuable time. Dynamo™ offers specific functionality to address gaps in your workflow to ingrain compliance best practices in fundraising and investor relations, and help you ensure compliance.

Dynamo Online Reporting Brochure (PDF, 120 KB)

Dynamo Real Estate CRM Brochure (PDF, 86 KB)

Data Integration and Analysis

Integrate All of Your Data Feeds

Access all your data feeds in Dynamo™, including both public and subscription-based services.

Incorporate Exchange Rates

Use ContentDynamo™ to update currency exchange rates, and utilize them in international investments.

Benchmark Your Performance

Compare your performance with that of the industry to clarify your position.

Upload Your Data Instantly & Easily

Excel® data sheets can be easily mapped and uploaded through our Import Wizard.

Dynamo™ supports third party data feed integration through ContentDynamo™ which offers strong adaptability to integrate your data with Dynamo™ through APIs. Data providers in the Netage Partnership Program enable simple access to your financial and news data points through Dynamo™ ensuring you don’t need to use multiple incompatible products, and can analyze it through the DynamoAnalytics™ OLAP reporting feature, Dynamo’s™ included ad hoc reporting, or a quick export to Excel® for in-depth analysis.

Dynamo Online Reporting Brochure (PDF, 120 KB)

Dynamo Real Estate CRM Brochure (PDF, 86 KB)

Contact Us

Corporate Headquarters

480 Pleasant Street
Suite B200
Watertown, MA 02472

Telephone:: (+1) 617-393-0000

European Office

63 Shipchenski Prohod Blvd.
4th Floor
1574 Sofia, Bulgaria

Telephone:: (+359) 2-960-6940, (+359) 2-960-6958

Sales

Telephone:: (+1) 866-439-6266

Support

Telephone:: (+1) 617-393-0000