About Us

About Dynamo

Dynamo Software offers an industry-tailored, highly configurable platform that solves challenges across the private investment landscape for fund managers (GPs), deal teams, asset owners / allocators (LPs), and related industry participants.

The Dynamo software platform benefits from intensive collaboration with internationally prominent clients to optimize the front-to-back office productivity of deal teams, fund managers and asset allocators, while providing innovative solutions to facilitate data exchange between these firms. Dynamo serves over 500 clients including private equity firms, M&A teams, venture capital groups, institutional investors, hedge funds, funds of funds, fund administrators, prime brokerages, family offices, and real estate private equity firms.

Deal teams, fund managers and placement agents benefit from our versatile product offerings. Our advanced CRM’s fundraising, deal management, research management, and investor relations functionalities allow teams to better communicate. Users can even leverage our back-office systems for portfolio management, partnership accounting, and secure online reporting features, all within a single, integrated system.

Allocators / LPs benefit from centralized investment research management with automated data and document collection, portfolio tracking and analysis, and visual portfolio reporting.  Dynamo also offers its institutional investors an outsourced data collection service, HoldingsInsight, freeing staff to focus on analysis and allocation decisions instead of manual data entry.

In October 2017, Dynamo Software announced a majority investment from Francisco Partners, a global, technology-focused private equity firm.

The investment provided Dynamo with a capital partner to support the company’s continued growth and product innovation. Members of Dynamo management and employees retained significant ownership stakes in the company.

In November 2017, Dynamo Software acquitted HoldingsInsight, a portfolio investments data capture and reporting service.

This acquisition provides Dynamo’s LP customers with enhanced exposure analysis and due diligence capabilities. HoldingsInsight now heads the data services group within Dynamo.

In March 2018, Dynamo Software acquired Q-Biz Solutions, LLC. Q-Biz is the developer of PEViewTM, a back-office software solution for private equity fund managers, family offices, and fund administrators.

With the official combining of the two companies, Dynamo users benefit from improved finance and accounting capabilities, and both firms’ clients retain their existing system licenses and services agreements.

It’s time to become Dynamo Driven.

Want to be
Dynamo Driven?

Contact us to learn how.

Educational Documents

10 Best Practices for Deal Management Software

Automating Data & Document Collection

Marketing & Fund Raising Automation

Case Study:
LaSalle Investment Mgmt

Case Study:
Colgate University