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“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.”
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"It’s really helpful for us to manage conversation flow with many different startups in our funnel."
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“Dynamo helped solve our cash flow modeling problems by creating a fluid workflow between the software and Excel.”
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“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.”
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“Dynamo enables us to configure what we want, ensuring a stronger long-term value of the system.”
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“With Dynamo, as much know-how as possible is available to the organization and not hidden in the heads of individuals.”
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"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; …
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“Reporting in Dynamo is undoubtedly much easier. It’s super flexible in the way you can pull out data and display it, and chop it up. It’s one of our key uses.”
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“Dynamo and its HoldingsInsight service drive our endowment’s multi-asset class portfolio reporting and have transformed how we capture and analyze exposures.”
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“Dynamo News simplifies the oversight of our alternative asset portfolios by removing the labor of searching for news on each individual company, and, by utilizing the preview panel, we can promptly determine if a headline warrants further investigation without the burden of leaving our Dynamo tenant.”
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“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.”
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“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.”
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"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."
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“Dynamo really helped organize documents in a user-friendly and easily searchable way.”
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“Dynamo ensures the right data is sent to the appropriate people during quarterly reporting, and capital calls are verified much more easily."