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