About Us

Dynamo Software, Inc. provides configurable, Cloud-based relationship management (CRM), investment management, and reporting solutions to consolidate alternative asset investment firms’ and their investors’ complete operational lifecycle. The Dynamo™ software platform benefits from intensive collaboration with internationally prominent clients to optimize the productivity of both general and limited partnerships, while providing innovative solutions to facilitate data exchange between the partnerships. Dynamo Software’s 500+ firm client base includes private equity firms, venture capital groups, institutional investors, hedge funds, funds of funds, fund administrators, prime brokerages, family offices, and real estate private equity firms.

General partnerships benefit from versatile fundraising, deal management, investment research management, portfolio management, investor relations, and secure online reporting features within a consolidated investment management system.

Limited partnerships benefit from organizational advantages through robust investment research management, portfolio tracking and analysis, and visual portfolio reporting. The Dynamo™ investment management platform directly integrates with all Microsoft Office® programs and third party data providers to provide simple tools to manage investment research and leverage portfolio data.

Entrusted with over $1 trillion in assets under management, the Dynamo™ software suite is supported by award-winning client service, and developed by a team immersed in the alternative investment industry since 1998.

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Company History


Dynamo Software opens in Singapore to further support a growing international client base of both general and limited partners.


Netage Solutions transitions to Dynamo Software to align the company name to the flagship software platform, Dynamo.

Dynamo Software UK opens in London to further support a growing international client base of both general and limited partners.


Dynamo Software, formally known as Netage Solutions, is distinguished as the Online Reporting System of the Year – USA in the Acquisition International M&A Awards.

Dynamo Software wins the Excellence in Specialty Services award at the 3rd annual Family Office Review Awards.

Dynamo Software receives Tops in Technology for Asset Management, Document Management, and Financial Analysis from Commercial Property Executive.

Dynamo Software relocates Headquarters to the RiverWorks Complex in Watertown, MA to accommodate accelerated growth in client and employee bases.


Dynamo Software, formerly known as Netage Solutions, releases the Partnership Accounting Module, enhancing the functionality of the Dynamo platform, enabling fund managers to streamline and automate partnership accounting.


Dynamo Software, formerly known as Netage Solutions, releases Dynamo™ 6, marrying rich, vertical-specific functionality for alternative investment firms with Web access and Software-as-a-Service (SaaS) delivery.


Dynamo Software, formerly known as Netage Solutions, celebrates its 10th anniversary. For over a decade, the world’s premier alternative investment firms have relied on Dynamo Software to run their businesses.

Dynamo Software relocates its corporate headquarters to the Arsenal on the Charles in Watertown, MA to accommodate its continued growth and success.


Dynamo Software, formerly known as Netage Solutions, achieves Microsoft Gold Partner status, representing the seamless compatibility of the Dynamo™ suite with the Microsoft SQL Server database and .NET architecture.


Dynamo Software, formerly known as Netage Solutions, introduces PropertyDynamo™, a deal tracking and investor relations management application for real estate investment firms.


As validation of its technology leadership and best practices, Dynamo Software, formerly known as Netage Solutions, is profiled in Microsoft’s annual “Innovation Starts Here” book.


Dynamo Software, formerly known as Netage Solutions, introduces FundDynamo™, a fund manager due diligence application for funds of funds, family offices, and institutional investors.


Dynamo Software, formerly known as Netage Solutions, introduces InvestorDynamo™ Online Reporting, a web portal for secure, online LP reporting.


Dynamo Software, formerly known as Netage Solutions, introduces NetageVC™ / DealDynamo™, deal and investor relations management for private equity and venture capital firms.


Dynamo Software, formerly known as Netage Solutions, founded to address the growing market need for intuitive, industry-specific software applications for tracking deals and managing investor relations and reporting.

Dynamo Software introduces InvestorDynamo™ Online Reporting, a web portal for secure, online LP reporting.



Dynamo Software has a proven track record of developing Outlook-integrated CRM solutions that shorten the learning curve to address user adoption. Dynamo™ offers a complete set of plugins for the tools you most often use to embed industry-specific functionality directly within the products you use to communicate every day.


Born in the alternative assets industry, Dynamo™ offers state-of-the-art configurability that empowers firms to create their ideal user experience. Supported by the Micorosoft .Net framework and a powerful SQL server database, Dynamo™ delivers a rich interactive experience based on the latest usability best practices in Web and desktop applications. Dynamo’s robust relational database delivers exceptional speed and performance, and the open architecture enables new features to be seamlessly applied, while continually evolving the software alongside any operational structure.


Dynamo Software has focused solely on the alternative assets industry and its investors. Nearly 20 years of development have endowed the Dynamo™ platform as a competitive technical foundation for success in navigating the evolving alternative assets market. Our experienced staff understand the language, the industry-specific processes, and work with you to ensure that the configurable Dynamo™ platform matches your work flow.


Dynamo Software has invested a substantial amount of time to develop Dynamo™ as a configurable product as opposed to a customizable product. Rather than requiring our services staff to help you with every change, Dynamo™ offers administrative dashboards to allow you to make the changes you want. This competitive advantage leads to shorter implementation times, easily adjusted dashboards, and empowered end users.



Dynamo Software Bloomberg integration

Dynamo™ is registered as part of Bloomberg’s Enterprise Solutions Partner Program, which means it can integrate with Bloomberg’s data and technology.

With over 15,000 employees in 192 locations, Bloomberg delivers business and financial information, news and insight around the world. Bloomberg’s Enterprise Solutions build on the company’s core strength, leveraging technology to allow customers to access, integrate, distribute and manage data and information across organizations more efficiently and effectively.


Preqin Integration

Preqin is the leading source of information for the alternative assets industry, providing data and analysis via online databases, publications and complimentary research reports. Preqin is an independent business with over 250 staff based in New York, London, Singapore, San Francisco and Hong Kong, serving over 40,000 customers in 94 countries.

Eze Castle Integration

Dynamo Software Eze Castle Integration

Eze Castle Integration is the leading supplier of IT services and technology to the hedge fund and investment industry. The company specializes in providing investment management firms and professional portfolio managers with outsourced IT services to better manage their internal IT requirements. Service areas include startup and relocation services; outsourced technology support; telecommunications; storage solutions; disaster recovery and business continuity planning; archiving; and Internet service.

The company also provides Professional Services around strategic consulting, packaged software integration and custom application development.

Microsoft Corporation

Dynamo Software Microsoft Gold Partner

Founded in 1975, Microsoft is the worldwide leader in software, services and Internet technologies for personal and business computing. The company offers a wide range of products and services designed to empower people through great software – any time, any place and on any device. Netage is a Microsoft Gold Partner. Gold Certified Partners represent the highest level of competence and expertise with Microsoft technologies and are afforded a rich set of benefits, including access, training and support, giving them a competitive advantage over other vendors.

Tableau Software

Dynamo Software Tableau Integration

Tableau Software helps people see and understand data. Tableau’s award-winning software delivers fast analytics, visualization and rapid-fire business intelligence on data of any size, format, or subject. The result? Anyone can get answers from data quickly, with no programming required. From executive dashboards to ad-hoc reports, Tableau lets you share mobile and browser-based, interactive analytics in a few clicks. More than 21,000 companies and organizations, including some of the world’s largest enterprises, rely on Tableau Software.


Dynamo Software Pitchbook Integration

PitchBook Data, Ltd. is the premier provider of data and research technology for the worldwide M&A markets, including venture capital and private equity. The company’s signature PitchBook Platform empowers clients to deliver superior insights by providing them with the highest quality information on the complete investment lifecycle. This Web-based, award-winning platform encompasses a dynamic suite of integrated technology that aligns with the data-driven, diverse needs of investment managers and asset allocators.


BarclayHedge integration

BarclayHedge is a leading independent, research based provider of information services to the alternative investment industry. Founded in 1985, BarclayHedge currently maintains data on more than 12,000 alternative investment vehicles.  BarclayHedge provides access to its hedge fund, fund of funds, and managed futures databases to thousands of investors worldwide in Excel, Access, and formats compatible with most third party analysis packages.  Barclay’s 18 hedge fund indices, 10 managed futures indices, and 7 UCITS indices are universally recognized as alternative investment performance benchmarks and are utilized by investment professionals around the globe.


Factset Dynamo Software Partner

FactSet delivers the world’s best insight and information to investment professionals through superior analytics, service, content, and technology. More than 65,000 users make smarter investment decisions with FactSet’s desktop analytics, mobile applications, and comprehensive data feeds.

Lionpoint Group

Lionpoint Group is a global advisory firm enhancing and transforming front to back office operations for alternative investment managers and investors.

Q-Biz Solutions

Since 2009, Q-Biz Solutions has helped private equity back-office teams enhance their data capture, reporting and automation. Our clients include venture, buy-out, fund of funds, SBICs, family offices and other private equity firms. Q-Biz Solutions’ proprietary PEView™ software provides easy access to all information from one intuitive interface, handles complex fund structures and economic arrangements, and provides best of breed reporting. Supported by an experienced team of accounting professionals committed to helping meet the growing demands on back-office teams, Q-Biz Solutions offers a full range of implementation and outsourcing services tailored to client needs and budget.



HoldingsInsight is a portfolio investments data capture and reporting service that periodically collects manager-reported data, validates the data through a proprietary process, and delivers clients their data within the parameters that they want.

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