Migration from Dynamo to Prism

Plan a migration from Dynamo to Prism for private capital CRM, investor relations, reporting, approvals, documents and workflow governance.

Migration plan

Move the operating workflow, not just exported data

Teams usually consider this move when they want less operator-heavy configuration and a clearer connection between CRM, investor operations, reporting and governed workflows. A practical migration should preserve trusted records, simplify ownership and give users a better default workflow after go-live.

Dynamo migration checklist

  • Map the current data model
    Inventory contacts, organisations, investors, deals, portfolio records, documents, activities, reports, custom fields and integrations.
  • Clean configuration debt
    Decide which fields, reports, statuses and workarounds still support the operating model before rebuilding them in Prism.
  • Validate with real workflows
    Use representative records to test CRM, reporting, investor communication, document access, approvals and handoffs.
  • Phase the rollout
    Prioritise workflows that create immediate adoption, then extend into reporting, portal, governance and integration work.

Dynamo migration FAQ

  • How should teams start a Dynamo migration?
    Start by mapping the workflows and data users rely on today, then separate essential records from configuration debt before importing anything into Prism.
  • What should be tested before go-live?
    Test CRM records, investor workflows, documents, reports, approvals, permissions and audit evidence with real examples from the existing operating process.
  • Can Prism replace Dynamo?
    Prism can be evaluated as a Dynamo alternative when the team wants connected private capital workflows across CRM, reporting, investor operations, documents and governance.

Use the Prism demo as a migration dry run

Review how Prism handles CRM, deal flow, portfolio monitoring, investor reporting, documents, approvals and audit evidence before planning a full migration.