Dynamo Software Reviews & Product Details

Seth, thank you so much for taking the time to share your experience with Dynamo. We’re thrilled to hear that our platform has been valuable to your team, and we truly appreciate your thoughtful feedback.

It’s especially rewarding to know that you’ve been leveraging modules like Deal/Pipeline Tracking, CRM, Investor Relations, and our Investor Portal — each of which plays a critical role in streamlining workflows and enhancing transparency across your investment operations.

Your insights help us continue to evolve and improve. Whether it’s usability, performance, or support, we’re committed to delivering excellence across every touchpoint. If there’s ever anything more we can do to support your goals, please don’t hesitate to reach out.

Thanks again for being a part of the Dynamo community!

Thank you for taking the time to share your Dynamo sentiments! We're very pleased hear that the platform has helped streamline your workflows and centralize critical functions like CRM, pipeline management, cash flow tracking, and portfolio reporting. It's especially rewarding to know that the HoldingsInsight module and custom reporting capabilities have elevated your client communications. This is exactly the kind of impact we want to deliver to our clients.

We also appreciate your candid feedback on the PMV module. While we’re proud of the breadth of functionality Dynamo offers, we recognize that modeling complex cap tables and waterfalls is an area where we can continue to improve. Your input is invaluable as we prioritize enhancements for future releases. Our product team is actively reviewing expanding our modeling capabilities and delivering deeper configurability, which we believe will address many of the limitations you describe in your feedback.

Our team is committed to being a responsive and collaborative partner, and we’re happy to hear that our support team has been helpful in tailoring Dynamo’s platform to your unique business needs. Your experience underscores our mission: to empower alternative investment firms with a flexible, intuitive platform that scales alongside their growth.

Thanks again for being part of the Dynamo community. We’re excited to continue supporting your success. If you have any questions or need support, please contact your dedicated Account Manager or Client Success Manager.

Thank you so much for taking the time to do this review—this is exactly the kind of feedback that energizes our team. We're love hearing how Dynamo has helped centralize your data, streamline fundraising efforts, and keep your whole team aligned. Purpose-built functionality for capital allocators is our north star, so it’s especially rewarding to know the tagging, logging, and project tracking tools are helping you deliver on high-priority opps with confidence and clarity.

We also very much appreciate your notes on configurability and the UI. While we’re proud of how deeply configurable Dynamo is, we also recognize that tailoring advanced features can take time—and we're committed to making that process more intuitive. That’s why Dynamo 3.0 is launching with a fresh, modern interface and a new suite of AI-powered configuration tools, designed to accelerate onboarding and reduce the learning curve.

Thanks again for trusting Dynamo to be part of your growth journey. We look forward to continuing to support your team and please do not hesitate to reach out if you have any further feedback or if we can help you in any other way.

Thank you for your incredible review and for being a valued Dynamo client since 2014. We’re honored to support your investment office across document retention, organization, and investment accounting—and it’s especially rewarding to hear that the platform is used daily by your CIO, investment, and operations teams.

We’re also grateful for your shoutout to Sean and Marc. Their dedication to client success is a cornerstone of our service, and we’re thrilled to see their impact recognized.

We hear you on the challenge of not having enough time to explore all that Dynamo offers. We’re excited to roll out Dynamo v3.0 later this year and look forward to continuing to explore more of what's next and how we can continue to help you and your team achieve even more.

Thanks again for your continued partnership—and for helping us evolve Dynamo into the platform it is today. Please reach out to us to address any questions or further help you may need too.

Thank you for taking the time to write your review, which highlights the strengths of Dynamo’s interface, customisability, and especially our client support team. We’re also pleased to hear that the Excel plug-in has been a valuable tool for your financial analysis and data workflows.

We also appreciate your feedback regarding the initial challenges with the controls system and the need for more accessible support resources. Your input is incredibly valuable, and we’re excited to share that many of these concerns are being directly addressed in our upcoming release of Dynamo v3.0.

This major update introduces a fully redesigned, modern interface built with user-centric design principles. It features:

>> Streamlined navigation and a more intuitive layout to reduce friction and improve usability.

>> Enhanced grid functionality, including persistent sorting, grouping, and column arrangements—even when navigating away from views.

>> Editable previews and new form creation tools that simplify data entry and reduce the risk of overwriting.

>> AI-powered document processing and automation to accelerate workflows and reduce manual tasks.

>> A growing library of expert-designed layouts and reports to help users get started quickly and confidently.

We’re also working on improving our documentation and onboarding resources, including searchable guides and in-app support, to ensure users can find answers quickly and independently.

Thank you again for your feedback and for being part of the Dynamo community. We’re excited for you to experience the improvements in v3.0 and beyond. Additionally, if our team can help you further, please reach out to your dedicated Account or Client Success Manager.

Fanny, thank you so much for your thoughtful review and for sharing your experience with Dynamo. We are excited to hear that the relational data structure has helped your team become more organized and collaborative—especially for firms of your size. It’s incredibly rewarding to know that our platform’s simplicity and productivity balance are resonating with you.

We’re especially pleased to hear that our support team made a meaningful impact during your CRM integration and transition. Your kind words about their knowledge and guidance mean a lot to us, and we’ll be sure to pass along your appreciation.

We also highly value your candid feedback on areas for improvement. Your note about the UI onboarding experience and Mac compatibility for data imports is well taken. These are areas we’re actively working on, especially with the rollout of Dynamo v3.0, which includes a more intuitive interface and streamlined navigation.

Your insights help us evolve, and we’re committed to making Dynamo even more dynamic—just as you’re looking forward to. If there’s anything more we can do to support your goals, please don’t hesitate to reach out.

Thanks again for being a valued part of the Dynamo community!

Quinn, thank you for your detailed and thoughtful review. We’re thrilled to hear that Dynamo’s configurability, intuitive navigation, and admin empowerment are making a meaningful impact for your team. It’s especially rewarding to know that our platform is helping you tailor workflows and data models to fit how you actually operate—this kind of flexibility is exactly what we aim to deliver.

We also appreciate your candid feedback on system performance and support resources. While Dynamo performs well for most day-to-day tasks, we understand that high-volume reporting and complex queries can sometimes introduce lag.

That’s why performance optimization is a key focus in our upcoming Dynamo v3.0 release, which includes:

>> Improved query handling for large datasets

>> Faster report generation and dashboard responsiveness

>> Streamlined backend architecture to support scale and speed

On the support and training front, we’re actively expanding our resources. Our Premium Service Package now includes a dedicated Client Success Manager (CSM) who works closely with your team to accelerate issue resolution and provide tailored guidance. We’re also investing in:

>> On-demand video tutorials

>> In-product walkthroughs

>> Enhanced technical documentation

These updates are designed to empower users to solve issues independently while ensuring fast escalation paths for more complex needs.

Your feedback is invaluable—it helps us evolve Dynamo into a more powerful and user-friendly platform. We’re grateful for your partnership and look forward to continuing to support your success.

Thank you for taking the time to provide your feedback on how Dynamo Software is supporting your asset management firm. It's great to hear that our CRM capabilities are helping streamline your communications and enhance client engagement through personalized outreach. Also, thanks for sharing how features like email automation and meeting note tracking are contributing to your team’s efficiency and consistency.

It's also wonderful to hear that Dynamo's centralized data repository and relational data architecture are enabling your team to manage long-term client relationships with greater clarity and continuity. These are core strengths of Dynamo’s platform, and it’s rewarding to see them making a real impact.

Your feedback on template creation and login persistence is incredibly valuable. We understand that the template builder can have a learning curve, and we’re actively working to improve usability in upcoming releases. Regarding the "Remember Me” functionality, our product team is investigating enhancements to session management for frequent users—especially those accessing Dynamo across multiple devices.

We’re committed to making Dynamo even more intuitive and responsive to your needs. Your insights help us prioritize improvements that matter most to our clients.

Thanks again for being a valued part of the Dynamo community! If there’s anything more we can do to support your goals, please don’t hesitate to reach out.

Thank you for your detailed and insightful review. We’re pleased to hear that Dynamo is helping your team establish a single source of truth and streamline your deal lifecycle—from CRM through to track record. Your recognition of our platform’s flexibility, open architecture, and ability to connect with external stakeholders is especially meaningful, as these are core pillars of our product vision.

We’re equally grateful for your kind words about our team. It’s our mission to be more than just a software provider—we aim to be a true partner in your success.

We also appreciate your candid feedback on areas for improvement. You’re absolutely right that user experience and modern functionality—like mobile business card scanning—are critical in today’s fast-paced environment. That’s why we’re excited to share that Dynamo v3.0 launching this fall, and it’s designed to directly address these needs.

With v3.0, you can expect:

>> A modern front-end that delivers a smoother, more intuitive experience across devices

>> Streamlined navigation and reduced clicks to help users move faster and more confidently through the platform

>> A more modular, scalable architecture that supports faster rollouts and easier configuration

We’re committed to continuous improvement and are excited for you to experience the next evolution of Dynamo. Thank you again for your partnership and for helping us shape the future of the platform.

If you need any additional help or have questions, please reach out to your Account Manager or Client Success Manager.