“It’s been a tremendous time saver, between uploading and downloading documents and being able to find them.”
“Dynamo has been introduced to every corner of the company, including fund managers, fund accountants, analysts, and our global management team, and has been well-received by all of them.”
"Using Dynamo gives our investors peace of mind that we have a back-end portal they can rely on and helps us to instill confidence in investors that as a fund manager, we are moving forward and are committed to providing them with meaningful services."
“We can keep all the recurring information in one place. We have Outlook connected, and we also use Dynamo as a document repository, so all information on capital calls and transactions is in the system and we can have an accounting perspective on the investments.”
"It’s really helpful for us to manage conversation flow with many different startups in our funnel."
“Complex relationships are presented in an intuitive visual display for our investment team, which has made the retrieval of needed information very easy.”
“Dynamo and its HoldingsInsight service drive our endowment’s multi-asset class portfolio reporting and have transformed how we capture and analyze exposures.”
“Dynamo really helped organize documents in a user-friendly and easily searchable way.”
“Dynamo helped solve our cash flow modeling problems by creating a fluid workflow between the software and Excel.”
“We currently have multiple funds with many investors, who headed up the portal selection team. “We needed a system that would be able to consolidate data to cater to each investor, especially those with positions in multiple funds.”
“The organization found that the Dynamo Exchange’s Investor Portal Integration was a key differentiator.”
"Dynamo really helped organize documents in a user-friendly and easily searchable way."
“We’re able to expedite our underlying fundraising activities to ensure that we meet our fundraising goals on time.”
“We all know generic CRM systems and their wide applicability to general business structures. However, private equity is far more nuanced and complex than a simple deal pipeline report, so it made sense to focus only on the solutions that were capable of handling our industry-specific needs.”
“We knew that a cloud platform would best cater to our team and their needs. In the efforts to ensure a comprehensive due diligence process, we considered five software solutions for comparison.”