Private Equity

Private Equity CRM & Deal Management

The Dynamo™ platform was born out of a private equity firm’s need to centralize its operations and streamline time consuming tasks. Our private equity CRM is built with deal management, portfolio management, capital raising, investor accounting, and compliance in mind.

For 20 years Dynamo has delivered highly configurable private equity-specific capabilities that automate these business processes and empower data analysis, due diligence and front-to-back office team collaboration.

Advanced Investor Relationship Management

With Dynamo’s Private Equity CRM, firms of any size can accelerate their capital raising with clear commitment pipelines, integrated mass emailing, and event tracking. Dynamo takes investor relationship management to a new level by calculating and distributing call and distribution notices along with any other communications, all while keeping an eye on relevant compliance concerns. This data is all easily accessible through our advanced investor portals.

Deal Management Solutions

Dynamo’s private equity deal management features empower investment teams to source more deals and drive the entire research and due diligence process. Our out of the box deal management entity structures and reports allow for rapid implementation while Dynamo’s highly configurable interface and relationship mapping can handle the most demanding use cases. Combine these features with customized workflow automation rules, and your deal management process transforms into a well-oiled machine.

Powerful Accounting & Reporting Engines

Dynamo is now equipped with a powerful investor accounting and financial reporting system with an integrated general ledger in the form of PEView. With this integrated into Dynamo, even the most complicated waterfall calculations and investor statements can be automated and distributed to Dynamo’s private equity CRM and reporting engine.


Be data driven. Download our Dynamo for Private Equity brochure.

Fully integrated to streamline your front-to-back office operations

In recent years, compliance concerns have grown causing LPs to demand more accounting oversight from their private equity fund investments. To help relieve stress from your admin team when delivering these accounting results, Dynamo now offers hybrid fund administration services.  We’ve also built the Data Integration Framework (DIF) which is designed to connect with many popular 3rd party fund admins and accounting data providers.

To ensure you’re getting the most out of our system, Dynamo has built-in integrations with the Microsoft Office® suite, DocuSign®, Mailchimp®, Microsoft PowerBI® and many more. Combine that with our feature rich mobile app and Dynamo’s proprietary workflow automation features, and you can rest assured your front and back-office teams can get up to speed quickly, reduce manual tasks and become process driven.

Private Equity CRM & Capital Raising

Integrated Investor Portal

Deal Management & Pipelines

Research & Document Management

Automated Workflows

Educational Documents

10 Best Practices for Deal Management Software

White Paper:
Investor Reporting Portal

Marketing & Fund Raising Automation

Case Study:
LaSalle Investment Mgmt

Case Study:
Deerfield Management