“Nothing can get missed and best practice standards are maintained. All the information and relevant hurdles for our acquisition projects are reflected in Dynamo.”
"We recently were able to set up a fund channel which we really like. If there is a firm that isn’t currently fundraising, the Dynamo reminder function sends a calendar invite to follow up. It’s really helpful for us to manage conversation flow with many different startups in our funnel; otherwise, it’s quite difficult to remember whom you want to speak to, and when.”
“The portal is formatted how we want it; it’s orderly, professional, and clean. Investors don’t have to wait for their envelope to show up in the mail. They can find the information they need from today or any previous quarters. It’s all right there: secure, yet quickly accessible.”
“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.”
“The bespoken solutions that we were looking at would be customized to maintain research and deal opportunities, but Dynamo was the only product we saw that had the functionality already established.”
“It’s been a tremendous time saver, between uploading and downloading documents and being able to find them.”
“Dynamo is a very full service, it’s so much more sophisticated. It takes our investor servicing to the next level. You can’t measure the cost of a client calling you saying they received the wrong statement on your portal. Dynamo does all of that for us. Peace of mind is the biggest return on investment.”
“Dynamo is a very easy-to-use information repository tool, With Dynamo, information flows through the organization more fluidly.”
“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."
“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.”
“Dynamo enables us to configure what we want, ensuring a stronger long-term value of the system.”
“We can now better leverage the investor relationships we have accumulated since inception.”
“Dynamo is an invaluable resource. The platform has efficiently organized all of our data, and facilitated timely and compelling messaging for our investors and prospects.”