“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.”

“Nothing can get missed and best practice standards are maintained. All the information and relevant hurdles for our acquisition projects are reflected in Dynamo.”

“Dynamo helped solve our cash flow modeling problems by creating a fluid workflow between the software and Excel.”

“The Dynamo team knows this industry, familiarized themselves with our workflow, and have been diligent in ensuring that their product meets our needs.”

“Dynamo ensures the right data is sent to the appropriate people during quarterly reporting, and capital calls are verified much more easily."

“Dynamo is a very easy-to-use information repository tool, With Dynamo, information flows through the organization more fluidly.”

“The portal gives investors a complete look at what they have with Independencia in just a couple clicks. They know where they can find the information, and they are very happy about it, too.”

“Dynamo is such a critical part of our business that without it we would be half the size that we are.”

“It was a very manual process, It took up to 2 hours per fund.”

“Because of the manual process, the potential for errors was high.”

“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.”

“Dynamo and its HoldingsInsight service drive our endowment’s multi-asset class portfolio reporting and have transformed how we capture and analyze exposures.”

“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.”

“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."