Dynamo Software Reviews & Product Details

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.

The customizability is exceptional, allowing us to tailor reporting, workflows, and dashboards to our unique needs without overcomplicating the user experience. Review collected by and hosted on G2.com.

While Dynamo offers impressive flexibility and depth, that strength can also present a steep learning curve, especially during initial implementation. Admin users require upfront training to unlock the full potential of the platform. Review collected by and hosted on G2.com.

Dynamo has a fairly easy-to-understand interface that can be amended for each client. I use it daily and the customer support function is also very high quality. I believe that there are lots of features that are useful for a variety of clients, with the Excel plug-in the most useful for me, allowing quick financial analysis and the push of data into Dynamo itself. I'm excited by the future for Dynamo; I think that it could be used by lots of customers, not just funds. Review collected by and hosted on G2.com.

I think that the controls system within Dynamo was not working correctly initially, so there were a few issues with information being overwritten due to a new download taking the place of the previous download. There were also various instances where I needed support for something that was fairly basic, so a readily available guide (in searchable PDF format) would be useful, if possible. Review collected by and hosted on G2.com.

I would say the relational properties of how it allows data to be utilised is a great way to get teams and firms or our size get more organised and competent in how we work, both individual and collaboratively. Dynamo has shown that simplicity can be achieved without compromising on productivity.

Another great thing about Dynamo is how customisable it can be for someone to administer on the back end, like myself, without operating on code or unnecessary technical restrictions.

The most wonderful thing about Dynamo, actually for me personally, is the team that supported the integration and transition of our crm. The support, knowledge and advice they have provided us is hands down excellent and it makes us feel less lonely when it comes to systems and change management. Review collected by and hosted on G2.com.

It does take a while to get used to the interface and get users to get used to it. Like with every other software. There's not that much on screen UI help/prompts going on, so it does seem a little bit more hands on to have to explore by oneself, and also navigate the help/support centre.

Also, it would be great to have the data import mechanism work for no PC users operating on Mac like myself. But so far I've been able to switch to a PC just for this need. Review collected by and hosted on G2.com.

Configurability is a major win. Dynamo allows us to tailor the platform to our needs, rather than forcing us to work around rigid, out-of-the-box solutions. We can create user-defined fields to make the system flexible enough to accommodate customized workflows, data models, and interfaces that suit how we actually work.

Navigation and data access are intuitive. Compared to other CRM or investment management platforms we've used, Dynamo has a shorter learning curve. It's easy to query and locate the data you need, which has made day-to-day usage much smoother. The platform also includes powerful tools for bulk updates, while maintaining the right level of administrative control—bulk actions are reserved for admins, which helps manage risk.

Empowering admin power users. One of Dynamo’s biggest advantages is that we don’t need to rely on consultants for everyday system updates. Our admin team can respond quickly to user requests, making minor changes without external support. For more complex configurations, the Business Analyst and Development teams at Dynamo have been responsive and reasonable to work with. Review collected by and hosted on G2.com.

System Performance - Overall usability is strong, and the system performs well for general day-to-day tasks. However, we’ve experienced slowness and occasional lag when running reports or executing complex queries. Performance optimizations—particularly for high-volume data users—would significantly enhance the experience, especially as we increasingly rely on Dynamo as our single source of truth.

Customer Support & Training - Support is generally responsive and helpful, but we’ve encountered delays in resolving more technical or complex issues. Establishing faster escalation paths and improving technical documentation would be beneficial. Additionally, more comprehensive and up-to-date training resources—such as on-demand video tutorials and in-product guidance—would empower users to solve basic issues independently and reduce reliance on support. Review collected by and hosted on G2.com.