The onboarding team has been very knowledgeable and patient in helping us migrate our data and set up the structure for our platform. Among the various solutions we explored, they were one of the most competitive in terms of pricing. We’re nearly finished with the setup and are looking forward to fully utilizing the software. Review collected by and hosted on G2.com.

Any functionality beyond the base offering comes with an additional cost. When it comes to AI adoption, their product roadmap also seems slower than some of the other solutions we evaluated. Review collected by and hosted on G2.com.

Dynamo Software is very user friendly and customizable to meet my organizations needs in terms of fund due diligence and fund monitoring. Review collected by and hosted on G2.com.

All user upgrades require a fee even if you have been a long-term client. There does not seem to be any discounts based on relationship. Review collected by and hosted on G2.com.

Dynamo has let us move away from disconnected, siloed tracking and into one centralized system for our fundraising and relationship data — and even early in onboarding, the platform already feels far more flexible and built for how we work than our previous setup. Review collected by and hosted on G2.com.

Some bugs sometimes can come up but they resolve quickly Review collected by and hosted on G2.com.

I like that there are many upgrades and changes to meet our needs throughout the year. I also love our ability to have better organization and customization. Our team is able to stay on task with work flows and have a place to store documents and change the formatting and filters to help our clients and internal team. Review collected by and hosted on G2.com.

I would love to see better marketing tools, analytics, and better support resources. Cost structure and communication was a challenge with my team and Dynamo Software last year but was told this should improve this year. Review collected by and hosted on G2.com.

The support team is highly responsive and readily available, making it easy to resolve any issues efficiently. The relational structure of the database allows us to organize, connect, and locate information quickly. The user interface is intuitive and straightforward, which minimizes training time and enables users to work more efficiently. Additionally, Dynamo integrates seamlessly with our other systems, streamlining workflows and reducing the need for manual data entry. Review collected by and hosted on G2.com.

I would like it to be simpler to view information from several entities all in one place. Review collected by and hosted on G2.com.

It is great for centralizing all internal and external documents for External Managers (public and private markets). Tracking all funds (prospects and active) in one database. Tracking attributes for existing managers. Outside of Investment Teams that are primary users of Dynamo, Investment Finance is leveraging from data extraction (capital account statements, capital calls, distributions). Customer support. Review collected by and hosted on G2.com.

1.) It has some challenges => not always intuitive to the users, duplicated filing by dynamo team, dynamo software automatically extracts images from emails and files them under document category "Empty" in our instances.

2.) Missing files (i.e. account statements, performance files, tax documents) that were expected to be filed by dynamo team.

3.) Attributes display => some limitations to number of characters and if the attributes are longer then the formatting is not ideal. Review collected by and hosted on G2.com.

Dynamo gives us a true single source of truth for our Strategic Capital operations. All our global investment, fundraising, and relationship data is centralized and accessible anywhere, anytime. The platform’s flexibility lets us tailor workflows, fields, and dashboards to our complex fund structures without overcomplicating daily use. The Investor Portal has improved the investor experience while reducing inbound requests, and the CRM functionality has elevated how we track meetings, manage our pipeline, and accelerate fundraising outcomes. Dynamo’s reporting speed — 10x faster than before — and automation have saved us days of work each month and boosted team engagement around technology. Review collected by and hosted on G2.com.

While Dynamo’s flexibility and depth are strengths, they come with a learning curve — especially in a large, global organization with multiple fund structures and stakeholders. Reporting capabilities are powerful, but require upfront configuration and training to get the most value. As with any highly customizable system, success depends on dedicating time and resources during implementation to tailor it to your workflows. Review collected by and hosted on G2.com.

Dynamo has significantly streamlined our workflows across the firm. The most helpful aspect is how centralized and customizable the platform is—it allows us to manage CRM, pipeline, cash flow tracking, fund metrics (like IRR and TVPI), and portfolio reporting all in one place. The Holdings Insight module has been especially valuable for uploading and analyzing quarterly commentary from our GPs, and the ability to build custom reports, like LP tearsheets and quarterly updates, has greatly improved the quality and efficiency of our client communications. We also appreciate the integration capabilities and are excited to start leveraging the fund admin module with our newest fund. Overall, Dynamo has been a flexible, intuitive platform that supports our end-to-end private equity operations. Review collected by and hosted on G2.com.

One downside we've encountered is with the PMV module—it didn’t fully meet our expectations for modeling complex cap tables and waterfalls. We were initially hoping to build more detailed ownership and distribution models within the platform, but found its capabilities in that area somewhat limited. Like any robust system, there have been a few kinks to work through, especially given the complexity of our fund structure and reporting needs. That said, the Dynamo support team has been highly responsive and collaborative in helping us address those challenges and tailor the system to our use case. Review collected by and hosted on G2.com.

Dynamo is purpose-built for capital allocators and investment teams, which makes a big difference. The platform is highly customizable, allowing us to tailor dashboards, reports, and workflows to fit how our team actually works. The tagging system, integrated email logging, and project tracking capabilities make it easier to collaborate across investors, managers, and internal initiatives. Plus, the Dynamo team has been genuinely responsive to feedback and thoughtful in rolling out improvements.

The ability to centralize all of our investor, manager, and fund data in one place paired with workflow automation and intuitive reporting has saved us a significant amount of time. It’s been especially useful for tracking nuanced fundraising and relationship-building efforts across a distributed team. Dynamo also makes it easy to track communications and meeting notes, which helps avoid duplication and ensures better follow-ups. Review collected by and hosted on G2.com.

While Dynamo offers a lot of customization, some of the more advanced features can take time to configure properly. There’s a bit of a learning curve when building custom reports or tweaking the system to fit new workflows. At times, the UI can feel a bit dated compared to more modern SaaS tools, though functionality usually wins out. Review collected by and hosted on G2.com.

We use Dynamo for two functions- Document retention/organization and Investment accounting. The document retention/organization is easy to use and very effective to find and pull documents down. The entire team- CIO, Investment team and Operations all use Dynamo on a daily basis. The Investment Accounting function has enhanced the operations productivity and allowed us to get more information in a timely fashion. I should also give a call out to our Customer support representative Sean and Marc. They have been there over the years supporting us in big and small projects Review collected by and hosted on G2.com.

There is a lot more that we can use, just do not have time to explore all of them. Review collected by and hosted on G2.com.