Dynamo Software Reviews & Ratings

Dynamo Software

4.3 out of 5 stars

Ratings and Reviews 3 Ratings

Total 4.5 out of 5 stars
ease 4 out of 5 stars
features 4.5 out of 5 stars
design 3.5 out of 5 stars
support 4.5 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • CapLinked Reviews & Ratings
    4.5 out of 5 stars 248 Ratings
    Company Website for CapLinked
  • Sharesight Reviews & Ratings
    4.0 out of 5 stars 566 Ratings
    Company Website for Sharesight
  • eToro Reviews & Ratings
    4.0 out of 5 stars 32,208 Ratings
  • Ansarada Reviews & Ratings
    4.6 out of 5 stars 363 Ratings
    Company Website for Ansarada
  • Planview Portfolios Reviews & Ratings
    4.2 out of 5 stars 200 Ratings
    Company Website for Planview Portfolios
  • Planview Software Product Delivery Reviews & Ratings
    5.0 out of 5 stars 2 Ratings
    Company Website for Planview Software Product Delivery
  • Datasite Diligence Virtual Data Room Reviews & Ratings
    4.6 out of 5 stars 715 Ratings
    Company Website for Datasite Diligence Virtual Data Room
  • Project Insight Reviews & Ratings
    4.5 out of 5 stars 122 Ratings
    Company Website for Project Insight
  • Bryt Software Reviews & Ratings
    4.8 out of 5 stars 19 Ratings
    Company Website for Bryt Software
  • Order.co Reviews & Ratings
    4.6 out of 5 stars 228 Ratings
    Company Website for Order.co

What is Dynamo Software?

Dynamo brings together all the essential tools for alternative investment management into one adaptable platform. Our modules are built on a unified technology stack, creating a centralized and automated solution for private equity, venture capital, real estate, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators. By automating manual tasks with customizable dashboards, workflows, and reporting, Dynamo reduces your operational load. This frees up your team to focus on the insights and relationships that drive success. Our experienced Client Services and Support team is dedicated to ensuring you achieve lasting excellence, helping you tailor the platform to your unique business needs. This commitment to client success is a core part of what sets Dynamo apart.

What is Caltina?

Caltina delivers all-encompassing front-office solutions specifically crafted for private equity, family offices, real estate, secondaries, and fundless sponsors. These solutions, constructed entirely on the Salesforce platform, are meticulously designed to align with the distinct workflows of alternative asset managers, offering flexibility for customization to meet the specific needs of various firms. Understanding that each fund and scenario has unique attributes, Caltina can initiate with a specially configured Salesforce.com setup or modify an existing instance, ensuring a personalized approach that aligns with your fund’s strategic goals. Throughout this customization process, we prioritize the gathering of relevant data and spreadsheets to facilitate their seamless integration into the platform, thereby reducing the cumbersome exchange of email attachments and allowing you to focus on what is essential. You will have the ability to effectively manage your prospective deal pipeline, as the system can be tailored to represent your firm's specific asset class, niche, and operational procedures. Furthermore, our solution meticulously organizes your firm's interactions with deal sources, helping you identify top-quality bankers and lenders while efficiently tracking sell-side and financing activities to bolster your decision-making capabilities. Ultimately, Caltina enhances your firm’s operations by streamlining key processes and boosting overall efficiency in managing relationships and seizing opportunities, thus enabling your team to work more effectively in a competitive market. This emphasis on a tailored experience ensures that you remain agile and responsive in a dynamic investment landscape.

Media

Media

Integrations Supported

Azure SQL Database
Bloomberg
CB D365 SharePoint Permission Replicator
Citcon
Crunchbase
Dakota Marketplace
Docusign
Dropbox
FactSet
Front Office Solutions
Microsoft Outlook
Open:FactSet Marketplace
Plaid
Power BI Embedded
Preqin
ProFundCom
SS&C Intralinks VIA Elite
Snowflake

Integrations Supported

Emma
Salesforce

API Availability

Has API

API Availability

Pricing Information

Contact Dynamo directly for pricing

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Online Training

Company Facts

Organization Name

Dynamo Software

Date Founded

1998

Company Location

United States

Company Website

www.dynamosoftware.com

Company Facts

Organization Name

Caltina

Date Founded

2016

Company Location

United States

Company Website

www.caltina.com

Categories and Features

Data Extraction

Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction

Deal Sourcing

Not specified

ESG Reporting

Not specified

Financial Analytics

Not specified

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Financial Services

Analytics
Compliance Management
Performance Management
Risk Management

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Management
Risk Management

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
Investor CRM
Investor Transactions / Valuations

M&A

Not specified

Private Equity

Not specified

Research Management

Not specified

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Role-Based Permissions
Secure Preview

Categories and Features

Deal Sourcing

Not specified

Investment Management

Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation

Private Equity

Not specified

Popular Alternatives

AlternativeSoft Reviews & Ratings

AlternativeSoft

4.8 out of 5 stars

Popular Alternatives

AgenticPM Reviews & Ratings

AgenticPM

Agentic Private Markets
Pinnakl CRM Reviews & Ratings

Pinnakl CRM

Pinnakl
Dynamo Software Reviews & Ratings

Dynamo Software

4.3 out of 5 stars
4Degrees Reviews & Ratings

4Degrees

5.0 out of 5 stars