PUBLISHED: September 26, 2022

Interested in learning more about the Dynamo platform and some of the latest capabilities available? Here’s a quick rundown of a few highlights from our product and innovation teams.

*NOTE | Current Dynamo Clients should log-in to the help area in order to access many of the links featured within the descriptions below.

For General Partners (GPs)

Loan Tracking

Dynamo has started to build out some debt features as part of our back office roadmap.  We’ve launched a loan tracking module that enables you to enter debt securities, input their loan terms, and then Dynamo will automate the principle and interest transactions throughout the life of the loan.  We intend to continue expanding our debt offering over the next several product releases.


For Limited Partners (LPs) & Asset Allocators

Calculated Fields

Calculated fields are a powerful capability to help drive meaningful data points for specific records, or when feeding dashboard elements, enabling your firm to access at-a-glance Key Performance Indicators (KPIs).

Dynamo enables users to configure basic formulas using simple text-based syntax. Users can leverage the following mathematical operations: addition, subtraction, multiplication, and division. Formulas can only be set in newly created fields of the same Dynamo entity. Numeric values from reference fields cannot be used.

For example, in the screen shot below, the Calculate Fields functionality is utilized in the Fund Scorecard’s Overall Rating.

ATTN Dynamo Clients
| Learn more in Dynamo’s help section here: Calculated fields | Dynamo Help (


Private Asset Analytics | EARLY Access Program

Dynamo is a one-stop platform for research management, portfolio management, and analytics. By partnering with Northfield, Dynamo extends its modeling and forecasting of cash flows and fair values. See why forecasting with Dynamo + Northfield is superior.

Read more about signing up for our early access program today.

Watch our 30-minute webinar with Northfield, available now on-demand.

Dynamo Mobile Feature Spotlight

Let’s Scribble!

A lot of great features come directly from your device, and we leverage these in the Dynamo mobile app. Some examples include Camera and Maps. Now, we want to highlight a particular feature in Apple’s iOS that can make your note-taking easier: Scribble. This feature automatically kicks in when you use a stylus, such as the Apple Pencil. It works on any text field, and Dynamo fields are no exception. Try it out when making meeting notes for an Activity, or jotting down a description for a new Contact.

Mobile Video | Using Scribble to add a subject to Notes

Watch this short video now to learn more!

Dynamo Mobile Video | Device Features – YouTube

Dynamo’s Mobile Apps

You can download the Android version  here.

The Apple version is also available here.

Ready to Learn More?

For Dynamo clients who would like to learn more, please contact your Client Support liaison or visit the Help area of your Dynamo interface.

If you are not a current Dynamo client, and would like to learn more, please contact us today or sign up for a demo.

Sign up for a Demo