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™ nearly two decades 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.



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.

dynamo compliance screenshot

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.

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 data integration and analysis

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 Dynamo Software 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.

Deal Management


Expand Your Deal Marketplace

Cultivate external deal referrals with tools to manage broker relations.


Maximize Context for All Deals

Easily import external datasets, and capture correspondence and documents with minimal effort.


Expedite Your Reporting Process

Automate internal reporting by scheduling reports with one click.


Control Your Internal Task Management

Stay on top of projects and hard-to-reach contacts with flags and follow-up reminders.

dynamo private equity deal tracking screenshot

Dynamo™ Private Equity Edition provides powerful deal management capabilities for private equity firms. The CRM’s tight integration with Outlook® and the Microsoft Office® suite allows you to quickly capture contacts, e-mails, and documents, and provide critical context for your deal pipeline. The ContentDynamo™ service, beyond assisting with deal sourcing opportunities, integrates leading third party data directly to Dynamo™ to expand your exposure to noteworthy opportunities.

Fundraising and Marketing


Optimize Fundraising Initiatives

Identify the best fundraising prospects based on their investment preferences, history, and interactions.


Deliver Compelling Content

Keep investors updated on your firm’s performance with recurring direct mailings and emails.


Expand Your Investor Universe

Integrate Dynamo™ with leading data sources to improve marketing targeting and reach.


Track Your Fundraising Pipeline

Gain insight on fundraising successes and weaknesses.

private equity marketing fundraising software

Dynamo™ Private Equity Edition is a versatile tool for improving efficiency in both marketing and fundraising. Access to globally renowned external databases through ContentDynamo™ provides opportunities to expand reach in the fund management marketplace, and comprehensive event management features empower users to create strong collateral that aligns with a firm’s branding. Placing all investor and prospect data into a single system also ensures managers can target the ideal investor for any fund opportunity.

Investor Relations


Fluid Integration with MS Office® Programs

Import account balances to avoid sifting through spreadsheets or accounting systems.


Orchestrate Investor Events

Centralize and track your event’s attendance and specific requirements within Dynamo™.


Streamline Recurring Client Reporting

Efficiently generate quarterly reports, K-1s, and other mailings.


Centralize Important Investor Data

Know your investors, funds they are invested in, and how their investments are performing.

real estate online investor reporting portal

Dynamo™ Private Equity Edition’s investor relations features have been continuously added to and enhanced based on private equity client feedback since 1998. The platform’s prominent Excel® add-ins and simple reporting automation enable users to easily create key investor documents, and a centralized dashboard places all records at your fingertips. Managers also have the option of utilizing the Dynamo™ Investor Portal, a highly configurable access point for investors that can be customized to a firm’s branding and client priorities.



Business Trips

Create an efficient travel plan with GPS mapping functionality.


the Boardroom

Access critical data from your mobile device, on demand.


Deliver Instant Notifications

Share notes and info, and reach out to contacts through Dynamo™.


Dynamic Reports

Run your Dynamo™ custom reports through DynaMobile™

dynamobile for iOS iPad app

DynaMobile™ is a versatile application that provides a seamless user experience for private equity managers traveling outside the office. Available on Android®, Apple® and Blackberry® platforms, DynaMobile™ enables private equity teams to respond quickly to ad hoc challenges by providing instant access to investor documentation, performance reports, and new communications. GPS mapping functionality also empowers users to maximize their ability to plan travel routes and build strong client relationships during business trips.

Partnership Accounting


Determine Transactions and Balances

Calculate capital calls, run distributions, and allocate variable-dependent expenses.


Complete Distributions Quickly

Apportion distribution through waterfall calculations and per investor preferences.


Provide Transparency and Security to Investors

Generate distribution letters and capital calls to send via email or post to a secure investor web portal.


Pass Along Key Data with Convenient Add-Ins

Easily export financial data to Excel® or third-party systems.

private equity partnership accounting screenshot

Dynamo’s™ calculation engine is a comprehensive partnership accounting solution for private equity investor relations professionals. Automating the entire partnership accounting process, the Dynamo™ calculation engine efficiently determines commitments, capital calls, statement generation, and waterfall calculated distributions based on user-defined parameters.

Portfolio Management


Maintain Actionable Portfolio Insights

Access dashboard views to summarize current holdings across multiple asset classes.


Automate Recurring Reporting

Create portfolio reports and automate generation and distribution.


Consolidate Critical Records

Capture board packages and meeting notes, correspondence, and third party security, index, and exchange systems.


Ensure Compliance with Fair Value Standards

Leverage portfolio data to compare quarterly evaluations in accordance with FAS 157.

private equity portfolio management screenshot

Dynamo™ Private Equity Edition offers rich portfolio management features tailored to the private equity investment vertical. Users have the ability to track portfolio transactions, streamline reporting processes, prepare valuations, and capture all relevant data in a centralized system. Dynamo’s™ task management capabilities also help fund managers track important dates such as warrant expirations.

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