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.

Private Equity Deal Management Software

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.

A Dynamo workspace, which empowers users to proactively manage their pipeline, track key stats, and identify the actions needed to move deals forward.

Dynamo™ for Investment Professionals
Netage’s private equity CRM software can help you:

  • Expand your universe of potential deals by easily importing external datasets
  • Maximize external deal referrals with tools to manage broker relations
  • Capture correspondence and documents with minimal effort; locate relevant info quickly
  • Leverage your network of referral sources, financing sources, co-investors, etc.
  • Automate internal reporting by scheduling reports (e.g. weekly pipeline) 
  • Stay on top of tasks and hard to reach contacts with flags and follow-up reminders

Download our free whitepaper:

10 Best Practices for Deal Management Software
If you came looking for DealDynamo™, Netage’s private equity CRM software, you are in the right place.  DealDynamo™ is now Dynamo™ Private Equity Edition.

Additional Resources:

Brochure: Dynamo Online Reporting
Brochure: Dynamo Private Equity Edition
Case Study: Performance Trust Investment Advisors
Partnership Accounting with Dynamo

Client Testimonial:

“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

Did you know?

We also have software for private equity real estate funds.