Power your deal lifecycle with Dynamo

Deals are your bread and butter. Deal management software is ours. Dynamo’s comprehensive, industry-tailored CRM is specifically designed with fund managers’ deal processes in mind. With Dynamo, you can improve team-wide transparency and collaboration and make sure you’re making the right moves at the right time. Track your communications, research, opportunities, relationships, and progress all in one place for real-time insights into the deals that fuel your firm.

Keep your deals and relationships right at your fingertips

Monday Morning_dashboard-screenshot

Keep everyone up to speed for your Monday Morning Meetings with a centralized view of open deals. See deal stage, responsible team member, and valuation data at a glance in one configurable dashboard.

Deal Profile Financial Info Comfort Website

See all investment data, historical information, and projected and current financial information at the deal level with data visualizations and drill-through capability.

Feature Highlights

Open envelope iconOpen envelope icon

Outlook Integration

A lot can happen in your inbox. Update activities, documents, and communications in Dynamo without ever leaving Outlook.

Relationship Management

See how your contacts and opportunities are related, and your important communication touchpoints.

dynamo phone icondynamo phone icon

Enjoy on-the-go access to vital deal information with our integrated mobile app for iOS and Android.

tool icontool icon

Configurable Workflows

Add structure and transparency to your pipeline flow with automated, task-based workflows.

Pipeline Management

Drill into your pipeline to see progress by team member, deal stage, deal source, and other key metrics.

Computer iconComputer icon

Data Visualization

See your data the way you like it with interactive charts and graphs via flexible SSRS and Microsoft PowerBI.

Detailed Profiles

Compile financial data, deal files, contacts, preferences, and news for investors and companies.

secure files & cloud iconsecure files & cloud icon

Data & Document Storage

Consolidate documents and data from different locations with auto-tagging and advanced search.

3rd-Party Data Integration

Integrate with Preqin, Pitchbook, and other data providers for real-time updates on opportunities and news.

Download our 10 Best Practices for Deal Management Whitepaper

Learn how the right deal management software can streamline and structure your pipeline management process for increased collaboration and transparency across the entire team.




“Dynamo Software has been a terrific choice for centralizing our firm-wide operations, and has provided us the solution to ensure we hit all our goals as we continue to expand.”

Carthona Capital

“Dynamo has served as an excellent choice for consolidating our deal and contact information.”

HPE Growth Capital

“Having a system with certain fields has added a lot of structure. We have more insight into our deal progress, and better dashboarding on valuations and performance.”

Cape Capital

Request a Demo

Learn how Dynamo can help you manage your deal flow