Private Equity

Private Equity CRM & Investor Relations

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 software is built with deal management, portfolio management, fundraising, investor accounting, and compliance functionalities.

Private Equity Case Studies:  Advent Partners Case Study  |  HPE Growth Capital Case Study

For over 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.

Private Equity Investor Relations

Dynamo elevates private equity investor relations capabilities by calculating and distributing call and distribution notices and other communications and tracking correspondence. Our integrated investor portal allows committed investors to view performance data and run ad hoc reports. Additionally, prospective investors can view marketing materials while your team tracks their engagement.

Private Equity Deal Management Software

Dynamo’s private equity deal management features empower investment teams to source more deals and drive the entire research and due diligence process. Dynamo’s highly configurable interface and relationship mapping can handle complex use cases and optimize your deal management processes. Once an investment is made, consolidate your portfolio monitoring, and get private capital fund analysis and valuations with our Portfolio Monitoring Software . To learn how Australian private equity firm Advent Partners streamlines deal management with Dynamo, download our case study here.

Private Equity Accounting Software

Dynamo is equipped with PEView, a powerful investor accounting and financial reporting system with an integrated general ledger. With PEView, private equity fund accounting is simplified, as complicated waterfall calculations and investor statements can be automated and distributed to Dynamo’s private equity CRM and reporting engine.


Download the Private Equity Brochure

Streamline your front-to-back office investment operations

To help your admin team meet investors’ evolving compliance and accounting demands, Dynamo now offers hybrid fund administration services. We’ve also built the Data Integration Framework (DIF) which is designed to connect with many popular third-party fund admins and accounting data providers.

Dynamo has built-in integrations with the Microsoft Office® suite, DocuSign®, Mailchimp®, Microsoft PowerBI® and many more third-party data providers, so you can conduct business from a single interface. With our feature rich mobile app and proprietary workflow automation features, private equity software from Dynamo can optimize your investment management.

Private Equity CRM & Fundraising

Private Equity Investor Relations

Deal & Pipeline Management

Research & Document Management

Private Equity Fund Accounting

Educational Documents

10 Best Practices for Deal Management Software

Investor Reporting Portal

Marketing & Fund Raising Automation

Case Study:
LaSalle Investment Mgmt

Case Study:
SQN Investors

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