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 Fundraising Software

Dynamo™ Private Equity Edition is a vertical CRM solution with rich features for private equity fundraising.  Tightly integrated with Outlook®, Dynamo™ allows you to work in a familiar interface, and quickly capture and send correspondence.  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 fundraising pipeline showing opportunities grouped by fund and status. Improve forecasting with fields to track close probability, close date, high/low amount, etc.

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

  • Expand your universe of potential LPs with tools to import external databases
  • Identify the best prospects for your next fund based on investment preferences/history
  • Perform ad hoc queries instantly (e.g. a list of investors to visit in New York)
  • Keep investors updated on your firm’s performance with periodic e-mails and mailings
  • Prevent activities from falling through the cracks with flags and follow-up reminders
  • Monitor frequency of contact, and manage your fundraising pipeline
  • Track high, low, and committed amounts, as well as fund closings
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.