Dynamo™ Private Equity Edition is the leading private equity CRM software. Out of the box, Dynamo™ delivers industry-specific capabilities encompassing deal management, portfolio management, fundraising, and investor relations management. And the software is backed by excellent client service and deep industry knowledge.
Delivered over the Web via Software-as-a-Service (SaaS), Dynamo™ is deployed quickly and maintained easily, even in multi-office environments. Moreover, this private equity CRM software seamlessly integrates with Outlook, and is highly configurable to your workflow. The result – a solution you will find intuitive and easy to use.
Dynamo™ Private Equity Edition is vertical CRM software with rich deal management features. Tightly integrated with Outlook®, Dynamo™ allows you to quickly capture contacts, e-mails, and documents. And with mobile access via smartphones and tablets, this private equity CRM software provides a seamless experience regardless of whether you’re in the office, at home, or on the road.
“With a solution that can be accessed from within the office or on the road, I know the information my team has is up to date right as they walk into a meeting. Not only are we all on the same page, but I’ve noticed we have many more joint discussions on deals – we’ve enhanced team communication and taken advantage of our collective experience.”
Michael Rosinus, Managing Director
Performance Trust Investment Advisors, LLC