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Dynamo CRM & Deal Management
Dynamo CRM & Deal Management · Watertown, Massachusetts, USA · founded 1998
What it is
Dynamo CRM & Deal Management is cloud software for investment teams in private capital markets. It tracks deals from initial research through post-investment and provides views of pipeline conversion, sectors, and team activity. Relationship scoring and indicators help assess the strength, quality, and potential of connections. Configurable task workflows, automated reminders, and reporting support deal processes. The product centralizes documents with advanced search and AI-powered tagging; DynamoAI can also summarize meeting notes and deal documents. Outlook and Gmail integrations bring interaction and activity management into the inbox. Listed data connections include PitchBook, Preqin, FactSet, SourceScrub, Capital IQ, and Dakota, while an open API connects with third-party data sources, software, and data warehouses. Mobile access covers deals, activities, companies, contacts, tasks, and documents on Android and iOS; web and API access are also listed. Security features include encryption in transit and at rest, granular permissions, audit logs, and SOC 1/2/3-audited cloud infrastructure with regional hosting options. Pricing is available on request.
For and against
For
- Tracks deals from initial research through post-investment.
- AI tools tag documents and summarize deal materials.
- Outlook and Gmail integrations manage activity from the inbox.
- Mobile access includes deals, contacts, tasks, and documents.
Against
- Pricing is available on request.
- The listed mobile platforms are Android and iOS.
The verdict
Dynamo brings deal tracking, relationship insights, document management, and workflow tools into one cloud product. Its fit depends on a team’s need for private-capital deal management and request-based pricing.
Who it suits
Dynamo suits investment teams in private capital markets that need to manage deals and relationships across the investment lifecycle. Its integrations and mobile access may fit teams working with several data sources and devices.
Plans and prices
Subscription
starting price shown by GetApp
Read 21 Oct 2026 · getapp.com
Dynamo CRM & Deal Management
ballpark pricing via demo request
Read 1 Oct 2026 · dynamosoftware.com
On the record
- AI capabilities
- DynamoAI tags documents and summarizes meeting notes and deal documents.dynamosoftware.com · read 1 Oct 2026
- AI deal agent
- The deal-management agent extracts CIM facts, drafts investment memos and compares opportunities with historical deals.dynamosoftware.com · read 21 Oct 2026
- AI processing
- DynamoAI tags documents and notes, summarizes meeting and deal documents, and surfaces risks, opportunities and next steps.dynamosoftware.com · read 21 Oct 2026
- API
- An open API connects Dynamo with third-party data sources, software, and data warehouses.dynamosoftware.com · read 1 Oct 2026
- API access
- A public GitHub overview says customers need a Dynamo API key obtained from a Dynamo representative and use bearer-key authorization.github.com · read 21 Oct 2026
- API limits and fees
- The API limits each key to five simultaneous requests; downloading data is chargeable while uploading data has no API charge.api-viking.dynamosoftware.com · read 21 Oct 2026
- Browser requirements
- The published requirements call for a computer or mobile device with internet access and the latest Chrome or Firefox; Internet Explorer 8 or newer is also listed.d3.dynamosoftware.com · read 21 Oct 2026
- Cloud deployment
- Dynamo describes its platform as cloud-based and the product page presents a secure cloud platform rather than a self-hosted edition.dynamosoftware.com · read 21 Oct 2026
- Company founded
- Dynamo Software states it has served the alternative-investment industry since 1998.linkedin.com · read 21 Oct 2026
- Company headquarters
- LinkedIn lists headquarters at Watertown, Massachusetts.linkedin.com · read 21 Oct 2026
- Company history
- Dynamo states that the company was founded as Netage Solutions during the 1998–2002 period and later changed its corporate name to Dynamo Software.dynamosoftware.com · read 1 Oct 2026
- Company size
- LinkedIn lists Dynamo Software at 201–500 employees.linkedin.com · read 21 Oct 2026
- Customer support
- Dynamo lists a support telephone number of +1 617-393-0000 at its global headquarters.dynamosoftware.com · read 1 Oct 2026
- Data integrations
- Dynamo lists integrations with PitchBook, Preqin, FactSet, SourceScrub, Capital IQ, Dakota, and other data providers.dynamosoftware.com · read 1 Oct 2026
- Document management
- Dynamo consolidates documents, provides advanced search and uses AI-powered auto-tagging.dynamosoftware.com · read 21 Oct 2026
- Email and calendar
- An Outlook integration lets users update activities, documents and communications without leaving Outlook.dynamosoftware.com · read 21 Oct 2026
- Integration ecosystem
- The integration ecosystem includes REST/API and flat-file import/export connections to providers such as Bloomberg, FactSet, Cambridge Associates, State Street, BNY Mellon, Snowflake and Microsoft 365.dynamosoftware.com · read 21 Oct 2026
- Integrations
- Listed data-provider integrations include Preqin, PitchBook, Tracxn and SourceScrub.dynamosoftware.com · read 21 Oct 2026
