Deal Management

Deal Management Software

Dynamo’s deal management capabilities provide enormous power to help you manage your deal life-cycle, from CRM and deal generation, to pipeline performance and workflows that drive deals to a successful conclusion.

Our cloud solution means your information and reports are accessible across multiple devices, whether in office or on the road. For 20 years the Dynamo Platform has helped clients structure a variety of deal management efforts for private equity, venture capital, corporate development, and M&A teams worldwide.

Our platform drives deep relationship tracking, exceptional document and data management, and team collaboration.  Native integration with Outlook® and the Microsoft Office® suite as well as the Dynamo Exchange rules engine and workflow management features help expedite due diligence and ongoing monitoring of portfolio companies by automatically linking imported data and communications to relevant profiles. Our fully integrated mobile app for iOS and Android devices allows you to stay connected to all your Dynamo data on the road.

As the complexities grow around private equity, venture, corporate development / M&A, real estate and other deal pipeline driven verticals, Dynamo has a proven track record of enabling clients to do more in less time with fewer people.

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


Growth Capital

Dynamo can ensure your deal tracking is Process Driven.

Internal accountability on deal progress is ensured by the ability to create flags, tasks, and reminder notices for specific users as deal stages are reached. Dynamo delivers comprehensive deal pipeline reporting on an ad hoc basis or through scheduled report distributions to ensure that your entire firm has optimal knowledge of ongoing deals.  Paired with Dynamo’s deal management workflow automation features, processes themselves become data driven and allow for deal teams to spend their time driving deals forward instead of manual data manipulation, task assignments, or reporting.

It’s time to be DynamoDrivenTM

Be deal driven. Download our Deal Management whitepaper.

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