Dynamo™ CRM is purpose built for the complexities in the private investment industry, solving data, reporting and workflow management challenges for both GPs (fund managers and deal professionals) and LPs (institutional investors & asset owners).  We understand that “CRM” can mean many things to an investment firm and for over 20 years we’ve grown our platform beyond generic CRM functionality to address the diverse operational needs of our industry.

Dynamo’s configurable interface and flexible parent/child relationships allow us to provide out of the box configurations that help drive deal management and investment research with an extensible data model and superior document management capabilities that eliminate redundancies and improve team collaboration, reporting and ultimately better investment decisions.  Seamless integration with our portfolio management tools allows for more robust quantitative and qualitative reporting tied to actual holdings and helps provide what-if scenarios to see impacts on aggregate exposures.

This same flexibility makes Dynamo the go-to platform for hundreds of investor relations and capital raising teams around the globe, allowing IR professionals and investor services teams to have a clear picture of their prospects, investors, and interested parties (lawyers, accountants, advisors, family members, etc.)  The Dynamo Platform also integrates with investor accounting data from our own partnership accounting module or from other systems and third party administrators.  Not only does Dynamo CRM empower stronger relationships, it also helps manage the growing compliance responsibilities affecting all corners of the investment management industry.


  • Hedge Fund CRM
  • Private Equity CRM
  • Venture Capital CRM
  • Real Estate CRM
  • Endowment & Foundation CRM
  • Pensions & Insurance CRM
  • Funds of Funds CRM
  • Family Office CRM

“The more we use it, the more powerful we realize the functionality is.”


Colgate University

Beyond Generic CRM

At Dynamo we understand that CRM / Contact Management is just one piece of your overall investment management and investor relationship requirements. Unlike generic CRM tools, Dynamo has an out-of-the box solution for the complex needs of alternative investment firms as well as institutional investors. Integrated with accounting and compliance data and the ability to automate sophisticated, data and event driven workflows and reporting needs, the Dynamo Platform improves your front, middle and back offices with over 20 years of alternative investment focus and input from hundreds of client firms and thousands of users.

We also understand that no two firms are exactly alike and frequently have unique internal terminology, workflows, and data / document management strategies.  Further, Dynamo also understands that teams and individual users also tend to have unique preferences to how they’d like to see their data and ideally organize their user interface to meet those needs. Dynamo is the most configurable system in our industry and doesn’t require developers or other technical staff to make such changes.


It’s time to be DynamoDrivenTM

Want to be
Dynamo Driven? 

Contact us today to learn how Dynamo CRM drives your firm.

Educational Documents

10 Best Practices for Deal Management Software

Automating Data & Document Collection

Marketing & Fund Raising Automation

Case Study:
LaSalle Investment Mgmt

Case Study:
Colgate University