Dynamo CRM & Deal Management
7.3#2 in fund administration softwareFrom $1 a yearAndroidiOSWebAPI
Visit| Fact | Dynamo CRM & Deal Management | FamilyOffice.com Deal Pipeline CRM |
|---|---|---|
| Integrations | Listed data-provider integrations include Preqin, PitchBook, Tracxn and SourceScrub. | The security page says SSO can be configured for Google Workspace or Microsoft Azure AD and that multi-factor authentication is supported. |
| Purpose | All-in-one deal management software for investment teams in private capital markets. | FamilyOfficer describes Deal Pipeline CRM as a stage-gated pipeline for tracking family-office private-market opportunities from first contact through investment committee. |
No prices published.
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.
It suits single- and multi-family offices, principals, and lean investment teams managing direct acquisitions, co-investments, fund commitments, or other private-market deal flow.