Dynamo CRM & Deal Management
Dynamo CRM & Deal Management is cloud software for investment teams working in private capital markets.
What Dynamo CRM & Deal Management is
Dynamo CRM & Deal Management is cloud software for investment teams working in private capital markets. It follows deals from early research through post-investment and offers views into pipeline conversion, sectors, and team activity. Relationship scoring and indicators help teams assess the strength, quality, and potential of their connections. Configurable task workflows, reminders, and reporting support deal processes. Documents are centralized with advanced search and AI tagging; DynamoAI can tag documents and summarize meeting notes and deal documents. Outlook and Gmail integrations bring interactions and activities into the inbox. Listed data integrations include PitchBook, Preqin, FactSet, SourceScrub, Capital IQ, and Dakota, and an open API connects to third-party data, software, and data warehouses. Mobile access covers deals, activities, companies, contacts, tasks, and documents. The product also lists compliance workflows, opportunity management, a client portal, and an audit trail. It is available on Android, iOS, and web, with API access. Pricing is available on request.
Good
- Tracks deals from research through post-investment.
- Scores relationships and shows indicators of connection potential.
- DynamoAI tags documents and summarizes meeting and deal documents.
- Outlook and Gmail integrations manage activities from the inbox.
- Mobile access includes deals, contacts, tasks, and documents.
Watch out
- Pricing is available only on request.
- The listed platform set does not include desktop Linux.
- AI capabilities are specified for tagging and summarization.
Who it suits
It suits private capital investment teams that need deal tracking, relationship intelligence, document management, and configurable workflows. Teams seeking mobile access and integrations with email, calendars, and data providers may also find its listed capabilities relevant.
Verdict
Dynamo combines deal lifecycle tracking with relationship scoring, document tools, and workflow automation for private capital teams. Consider it if those capabilities and its listed integrations fit your process; pricing requires an inquiry.
Plans and prices
From Dynamo CRM & Deal Management's own pricing page, checked 21 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Subscription | $1 a year | starting price shown by GetApp · subscription |
| Dynamo CRM & Deal Management | Priced on request | ballpark pricing via demo request |
The facts
Each one read from Dynamo CRM & Deal Management's own pages, with the date it was checked.
What it does
- AI capabilities
- DynamoAI tags documents and summarizes meeting notes and deal documents.checked 1 Oct 2026
- AI deal agent
- The deal-management agent extracts CIM facts, drafts investment memos and compares opportunities with historical deals.checked 21 Oct 2026
- AI processing
- DynamoAI tags documents and notes, summarizes meeting and deal documents, and surfaces risks, opportunities and next steps.checked 21 Oct 2026
- API
- An open API connects Dynamo with third-party data sources, software, and data warehouses.checked 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.checked 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.checked 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.checked 21 Oct 2026
- Customer support
- Dynamo lists a support telephone number of +1 617-393-0000 at its global headquarters.checked 1 Oct 2026
- Data integrations
- Dynamo lists integrations with PitchBook, Preqin, FactSet, SourceScrub, Capital IQ, Dakota, and other data providers.checked 1 Oct 2026
- Document management
- Dynamo consolidates documents, provides advanced search and uses AI-powered auto-tagging.checked 21 Oct 2026
- Email and calendar
- An Outlook integration lets users update activities, documents and communications without leaving Outlook.checked 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.checked 21 Oct 2026
- Integrations
- Listed data-provider integrations include Preqin, PitchBook, Tracxn and SourceScrub.checked 21 Oct 2026
- Limit: G2 implementation
- G2 reviewers say the flexibility creates a learning curve and that reporting needs substantial configuration and training.checked 21 Oct 2026
- Limit: Gartner complex workflows
- Gartner reviewers say advanced workflows and import troubleshooting can require technology-team assistance, while nested-fund consolidation can be complex.checked 21 Oct 2026
Where it runs
- 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.checked 21 Oct 2026
- Limit: Apple mobile UX
- App Store reviewers describe SSO login as clunky, fields as cramped and editing or data entry as difficult.checked 21 Oct 2026
- Limit: GetApp interface
- GetApp reviewers report that the interface could be more visually appealing and administration is not always intuitive.checked 21 Oct 2026
The company
- Company founded
- Dynamo Software states it has served the alternative-investment industry since 1998.checked 21 Oct 2026
- Company headquarters
- LinkedIn lists headquarters at Watertown, Massachusetts.checked 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.checked 1 Oct 2026
- Company size
- LinkedIn lists Dynamo Software at 201–500 employees.checked 21 Oct 2026
- Founded
- 1998checked 28 Sep 2026
- Headquarters
- Watertown, Massachusetts, USAchecked 28 Sep 2026
