Power your deal lifecycle with Dynamo

Deals are your bread and butter. Deal management software is ours. Dynamo’s comprehensive, industry-tailored CRM is specifically designed with fund managers’ deal processes in mind. With Dynamo, you can improve team-wide transparency and collaboration and make sure you’re making the right moves at the right time. Track your communications, research, opportunities, relationships, and progress all in one place for real-time insights into the deals that fuel your firm.

Here's What Dynamo Can Do For You

CRM & Deal Management Built to Unlock the Potential of Your Deal Pipeline

Relationship Intelligence

Rapidly understand the health of relationships with Dynamo Indicators

Target Research

Centralize all target company research, powered by 3rd party data integrations

Pipeline Management

Stay on top of your live deals to keep up momentum to close

Keep your deals and relationships right at your fingertips

• Keep everyone up to speed for your Monday Morning Meetings with a centralized view of open deals. See deal stage, responsible team member, and valuation data at a glance in one configurable dashboard.
• All your relationships, research targets and deals managed on deal team-centric interfaces - designed for ease of use, frictionless data entry, and actionable indicators.

Feature Highlights

Email & Calendar Integration

A lot can happen in your inbox. Update activities, documents, and communications in Dynamo without ever leaving Outlook.

Data Visualization

See your data the way you like it with interactive and self-sufficient dashboarding capabilities and off-the-shelf dashboard libraries.

Mobile App

Enjoy on-the-go access to vital deal information with our integrated mobile app for iOS and Android.

Configurable Automations

Add structure and transparency to your pipeline flow with automated, task-based workflows.

Document Management

Consolidate documents and data from different locations with auto-tagging and advanced search.

3rd-Party Data Integration

Integrate with Preqin, Pitchbook, Tracxn, Sourcescrub, and other data providers for real-time updates on opportunities and news.