About Dynamo Software
Dynamo Software is a company based in Watertown (United States) founded in 1998. Dynamo Software has completed 4 acquisitions, including Holdingsinsight, Imagineer Technology and Preqin Solutions. Dynamo Software offers products and services including CRM & Deal Management, Investor Portal, and Fund Accounting. Dynamo Software operates in a competitive market with competitors including Zafin, PureFacts, Glia, Shift Technology and Eltropy, among others.
- Headquarter Watertown, United States
- Stage Soonicorn
- SectorsFinancial ServicesTechnology
- Website category Finance · Investing
- Website dynamosoftware.com
- Social LinkedIn X Facebook YouTube
- Legal Name Dynamo Software, Inc.
- InvestorsBlackstone
& 1 more
- Investments & AcquisitionsHoldingsinsight
& 3 more
Products & Services of Dynamo Software
Dynamo Software offers a comprehensive portfolio of products and services, including CRM & Deal Management, Investor Portal, and Fund Accounting.
Tool for managing deals, contacts, and investor relations in investments.
Platform for investor interactions and data sharing in finance.
Software for tracking and reporting fund performance metrics.
Apps and channels of Dynamo Software
Dynamo Software publishes 2 mobile apps with over 500 downloads; its YouTube channel Dynamo Software has 476 subscribers and 30 videos.
Videos from Dynamo Software
The most watched videos on Dynamo Software's YouTube channel, Dynamo Software (476 subscribers). Click a video to play it here.
More on Dynamo Software.
Funding Insights of Dynamo Software
- Total Rounds 3
- Investors Count 2
All 3 funding rounds of Dynamo Software with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep 2021 | – | Private Equity Round | – | – | |
| Sep 2021 | – | Private Equity Round | $900M | – | |
| Oct 2017 | – | Private Equity Round | – | Francisco Partners | – |
| Date | Valuation | Stage |
|---|---|---|
| Sep 2021 | $900M | •••••••• |
Last known valuation $900M (Sep 2021). 2 investors in total: 2 institutional.
Investors in Dynamo Software
Dynamo Software has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Blackstone and Francisco Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity investment firm focused on technology sector | 1999 | franciscopartners.com | San Francisco, United States | |
Diversified investment management is provided across multiple asset classes. | 1985 | blackstone.com | New York, United States |
Investor details for Dynamo Software
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Dynamo Software
121 people are tracked at Dynamo Software (32 in leadership, 89 in team).
| Name | Role | Group |
|---|---|---|
Ari House | CFO | Leadership |
Adam Gabrielsen | Sales Director, APAC | Leadership |
Umesh Sangaralingam | Sales Director, Institutional & Lps, EMEA | Leadership |
Minhua Lee | Head Of Implementations And Operations | Leadership |
Tom Cozens | Head Of GP Sales EMEA At Dynamo Software | Leadership |
Chris G. | CTO | Leadership |
Carrie Ann Bowler | Director Of Technology | Leadership |
Gerald Lilly | Global Chief Technology Officer | Leadership |
Michael Slemmer | Vice President Of Business Development | Leadership |
Nick Alexandropoulos | Director, Marketing Operations & Programs | Leadership |
Hank Boughner | CEO | Leadership |
Donna Parent | Chief Marketing Officer | Leadership |
Steven Handy | Vice President Of Demand Generation And Marketing Operations | Leadership |
Stoimenka Tonova | Head Of Data Operations, EMEA | Leadership |
Elizabeth Smith | Human Resources Director | Leadership |
Arie Oustinoff | Chief Revenue Officer (cro) | Leadership |
Krassen Draganov | Founder And Chief Product Officer | Leadership |
Anita Panayotova | Head Of Implementations, EMEA | Leadership |
Danielle Pepin | VP Of Product Management | Leadership |
Michelle O'Connell | Global Head Of Implementations | Leadership |
101 more people are available in the full profile.
Complete people profiles for Dynamo Software
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Dynamo Software
Dynamo Software has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include Holdingsinsight, Imagineer Technology and Preqin Solutions.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Application development, system integration, and investment management services are offered. | smonik.com | Boston, United States | 2011 | Jul 2022 | •••• | |
Asset management and hedge fund website design services are offered. | imagineertechnology.com | New York, United States | 1998 | Sep 2020 | •••• | |
Portfolio management solutions are offered to private equity firms. | preqinsolutions.com | London, United Kingdom | 2005 | Apr 2019 | •••• | |
- | holdingsinsight.com | – | 0 | Nov 2017 | •••• |
Complete acquisition details for Dynamo Software
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Dynamo Software
8 dated milestones of Dynamo Software across 24 years, from founding to its latest funding, stage changes and deals.
- Founded Dynamo Software is founded.
- Funding First funding round.
- Acquisition Acquires Holdingsinsight.
- Acquisition Acquires Preqin Solutions.
- Acquisition Acquires Imagineer Technology.
- Milestone Reaches Soonicorn status.
- Funding Latest funding round, Private Equity Round,.
- Acquisition Acquires Smonik Systems.
Competitors of Dynamo Software
Dynamo Software operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Zafin, PureFacts, Glia, Shift Technology and Eltropy, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| zafin.com | 2002 | Toronto, Canada | $47.2M | – | Software solutions for relationship banking in financial services are delivered. | |
| purefacts.com | 2010 | Toronto, Canada | $61.02M | – | CRM solutions for wealth managers | |
| glia.com | 2012 | New York, United States | $150.6M | 130 | Cloud-based omnichannel platform is provided for financial customer service. | |
| shift-technology.com | 2014 | Paris, France | $319.74M | – | Provider of AI solutions for insurance underwriting, claims, and risk | |
| eltropy.com | 2014 | Milpitas, United States | $25M | 113 | Reputation management software is provided for solar industry sales. | |
| jirnexu.com | 2012 | Kuala Lumpur, Malaysia | $27.5M | – | Customer engagement solutions are provided to banks and related sectors. | |
| kasisto.com | 2013 | New York, United States | $90.95M | – | AI-driven conversational banking solutions are provided for enterprises. | |
| zipari.com | 2014 | Brooklyn, United States | $44.83M | – | Provider of cloud-based customer experience management platform for payers | |
| nirvanasolutions.com | 2006 | New York, United States | $2.02M | 252 | Portfolio Management solution |
Detailed competitors of Dynamo Software
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Dynamo Software
The website of Dynamo Software (dynamosoftware.com) receives about 134.2K visits a month and ranks #289,081 among all websites worldwide, #3,076 in Investing.
- Monthly visits134.2K
▲ 23% vs previous month
- Unique visitors29.3K
per month
- Global rank#289,081
among all websites
- Category rank#3,076
Finance · Investing
- Bounce rate29%
- Pages per visit4.6
- Average visit2 min 54 sec
- DevicesDesktop 76% · Mobile 24%
Websites whose visitors overlap most with Dynamo Software. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| fidelity.com | 100% | 129.5M | #275 | View details | |
| sharesight.com | 85% | 1M | #54,163 | View details | |
| navfundservices.com | 84% | – | #453,227 | View details | |
| flowinc.com | 82% | 8.2K | #2,943,207 | View details | |
| snowball-analytics.com | 81% | 680.7K | #69,365 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 12 similar websites and full traffic analytics for Dynamo Software
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 12 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Similar companies to Dynamo Software
10 companies that operate in the same segment as Dynamo Software (Insurance Technology & Support Services), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Insurance products for vehicles, health, travel, and life are offered. | 2016 | Bengaluru, Karnataka, India | USD 655.23 M | USD 216.04 M | 461 | |
Auto insurance is delivered via app to individual drivers. | 2017 | London, England, United Kingdom | USD 206.3 M | – | – | |
Cloud-based platform for property and casualty insurance is provided. | 2001 | San Mateo, California, United States | – | USD 1.48 B | 226 | |
Claims administration, loss adjusting, and benefits management services are provided. | 1969 | Memphis, Tennessee, United States | USD 2.63 M | – | – | |
Online property and casualty insurance is provided for businesses. | 2017 | San Francisco, California, United States | USD 800 M | – | – | |
Satellite-based imaging solutions are provided using synthetic aperture radar. | 2016 | Palo Alto, California, United States | USD 233.99 M | – | 191 | |
API-enabled insurance distribution platform is provided for B2C companies. | 2011 | Noida, Uttar Pradesh, India | USD 120.6 M | – | – | |
AI and microsatellite-based imaging solutions are developed for data monitoring. | 2014 | Espoo, Finland | USD 1.16 B | – | – | |
Software suite for insurance distribution and management is provided. | 2014 | New York, New York, United States | USD 354.55 M | USD 21.6 K | – | |
AI-enabled driver monitoring and fleet safety management solutions | 2015 | Palo Alto, California, United States | USD 182.84 M | – | – |
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Frequently Asked Questions about Dynamo Software
Dynamo Software was founded in 1998 and raised its 1st funding round 19 years after it was founded.
Dynamo Software is headquartered in Watertown, United States.
Dynamo Software offers a suite for software solutions for alternative investment firms. Products include Dynamo PE (CRM reporting solution with features like deal management, portfolio management, fundraising and investor relations), Dynamo Endowment Pension (investment research management, due diligence and performance tracking solutions), Dynamo Hedgefund (marketing, reporting and investor relations solution for hedge funds), Dynamo Real Estate (asset management platform for real estate investment firms). Also offers solution for VCs and Family offices to track deals, manage portfolios and tasks. Notable clients include Riverside and LaSalle.
Dynamo Software's top competitors include Glia, Nirvana Financial Solutions and Shift Technology.
Dynamo Software offers CRM & Deal Management, Investor Portal, and Fund Accounting.
Dynamo Software has made 4 acquisitions, including Holdingsinsight, Imagineer Technology, and Preqin Solutions.
Dynamo Software has 2 investors. Key investors include Blackstone, and Francisco Partners.
The valuation of Dynamo Software is $900M as of Sep 2021.
Dynamo Software operates through Dynamo Software, Inc..
Yes. Dynamo Software publishes Dynamo Mobile and 1 more app, with over 500 downloads.
The website of Dynamo Software receives about 134 thousand visits a month and ranks #289,081 among all websites worldwide.