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

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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 DealPotential?

Professionals operating in private market investments depend heavily on deal sourcing and investment intelligence to identify, analyze, and evaluate viable investment prospects. They have access to comprehensive information concerning over 4 million private firms, covering various elements such as growth potential, market dynamics, competitive positioning, funding history, risk factors, and other essential considerations. In addition, our services offer insights into market trends across numerous industries, highlighting cost and revenue patterns. Our reports are designed to aggregate historical data while also integrating predictive analytics and meticulous risk assessments. Investors can also find daily updates on strategies, portfolios, and recent transactions, along with detailed insights into the performance of over 33,000 institutional investors. By harnessing natural language generation, combined with AI and machine learning, we reveal concealed insights and present them in a user-friendly format within seconds. Moreover, users are kept informed with timely alerts about upcoming funding rounds or significant changes regarding companies of interest. This all-encompassing strategy equips investors to navigate and excel in an ever-changing market environment, ensuring they remain well-informed and proactive. With access to such a wealth of information, investment professionals can make more strategic decisions that align with their objectives.

Media

Media

Integrations Supported

Azure SQL Database
Bing
Bloomberg
Box
Citcon
Crunchbase
Dakota Marketplace
Docusign
Dropbox
Front Office Solutions
Highcharts
MSCI Real Estate Enterprise Analytics
Microsoft 365
Microsoft Outlook
Open:FactSet Marketplace
Passthrough
Plaid
Preqin
ProFundCom
SS&C Intralinks VIA Elite

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

Contact Dynamo directly for pricing

Pricing Information

$997 per month

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Dynamo Software

Date Founded

1998

Company Location

United States

Company Website

www.dynamosoftware.com

Company Facts

Organization Name

DealPotential

Date Founded

2021

Company Location

Sweden

Company Website

dealpotential.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

Market Intelligence

Not specified

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