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 Portfolio Management Software

Dynamo™ Private Equity Edition is vertical CRM software with rich portfolio management features.  Tightly integrated with Outlook®, Dynamo™ allows you to quickly capture e-mails, documents, and portfolio company data.  And with mobile access via smartphones and tablets, this private equity CRM software provides a seamless experience whether you’re in the office, at home, or on the road.

A portfolio company record, which contains sections for tracking the Cap Table as well as financials, valuations, and transactions.

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

  • Improve analysis and reporting with areas to track detailed portfolio company data
  • Proactively address at-risk companies with a Watchlist Report triggered by certain criteria
  • Stay on top of important dates around each investment (e.g. warrant expiration)
  • Capture board packages and meeting notes, as well as ad hoc correspondence
  • Increase value-add by leveraging your network of contacts to assist portfolio companies
  • Leverage portfolio data to prepare quarterly valuations in accordance with FAS 157
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

Client Testimonial:

“The ease with which we were able to configure Dynamo™ shortened the learning curve and had a big impact on adoption.  Netage’s industry expertise was invaluable to the process.  We benefited greatly from the experience they brought to the table from working with other private equity firms.”

James Howle, Associate
PCG Capital Partners, LLC

Did you know?

We also have software for private equity real estate funds.