Side by side

Allocate vs Dynamo CRM & Deal Management

Both stand on fund administration software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.

Allocate

Paid Web

Allocate combines private-market investment operations, vehicles, and reporting for advisors and asset managers. Firms should assess whether their expected investor interest fits the stated threshold and request custom pricing.

Visit Allocate

Dynamo CRM & Deal Management

Paid AndroidAPIiPhone+1

Dynamo combines deal tracking with relationship, document, workflow, and integration tools for investment teams. Teams considering it will need to request pricing and assess whether its listed capabilities fit their processes.

Visit Dynamo CRM & Deal Management

The facts

	Allocate	Dynamo CRM & Deal Management
Free plan	Not published	Not published
Open source	Not published	No
Runs on	Web	Android, API, iPhone, Web
Lowest paid plan	Free or on request	Subscription: $1 a year
Plans published	1	2
Maker	Allocate	Dynamo CRM & Deal Management
Website	allocate.co	dynamosoftware.com
On fund administration software	#14 of 30	#10 of 30

Allocate: what it does well

Coordinates subscriptions, capital calls, and distributions.
Provides consolidated private investment reporting.
Offers feeder and SPV solutions for advisors.
States SOC 2 Type II compliance.
Integrates with existing wealth reporting systems.

What to know first

Pricing is custom and not listed.
Feeder infrastructure is most valuable at $10 million or more in interest.

Dynamo CRM & Deal Management: what it does well

Tracks deals through post-investment.
Provides relationship scoring and indicators.
AI can tag documents and summarize notes.
Offers Outlook and Gmail integrations.
Lists encryption, permissions, and audit logs.

What to know first

Pricing is available on request.
Requires a cloud deployment.
No price is listed for the product.

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