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 Investor Relations Management Software

Dynamo™ Private Equity Edition is vertical CRM software with rich features for managing investor relations and reporting.  Tightly integrated with Outlook®, Dynamo™ allows you to quickly capture and send correspondence.  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.

An investor profile showing which mailings a particular contact should receive. Personalized mailings can be easily generated with the Mail Merge Wizard.

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

  • Centralize investor data, including key contacts, roles, and correspondence history
  • Import account balances to avoid sifting through spreadsheets or accounting systems
  • Run capital calls and distributions on short notice and with utmost precision
  • Avoid late nights by streamlining generation of quarterly reports, K-1s, and other mailings
  • Know your investors, funds they’ve invested in, and how their investments are performing
  • Prevent activities from falling through the cracks with flags and follow-up reminders
  • Run reports (e.g. investor profile and investor accounts by type) with the push of a button
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.