“Investing in an enterprise software solution wasn’t to be taken lightly, so we considered fourteen vendors offering both generic and industry-specific solutions. We were able to eliminate several quickly, and then narrowed the selection down to Netage and two other industry-specific solutions.”
“Dynamo ensures the right data is sent to the appropriate people during quarterly reporting, and capital calls are verified much more easily."
“With Dynamo, as much know-how as possible is available to the organization and not hidden in the heads of individuals.”
“Access to our data is much simpler. The beauty of that is anyone on our investment team can see where we are in a cash cycle. All that standard stuff that people might need is right there at the fingertips. We really love the system.”
“Being able to see the Recent Searches saves me so much time, I’m amazed.”
“I was so impressed with the Dynamo team, I spent an afternoon with them in the office in Sofia, Bulgaria, My husband and I were on a trip in the Balkans in October 2019. It made sense to meet, greet and thank the people who have improved the way we collect, store, use and analyze data. I am a huge Dynamo fan.”
“Dynamo acts as a data mediator for bank data and organizes it in a way that when we move it into Power BI it becomes usable."
“It’s made the whole process of sharing documents more structured, more streamlined, and more secure.”
“The organization found that the Dynamo Exchange’s Investor Portal Integration was a key differentiator.”
“Dynamo and its HoldingsInsight service drive our endowment’s multi-asset class portfolio reporting and have transformed how we capture and analyze exposures.”
“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.”
“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.”
"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."
"This CRM application wasn’t aligned with our business processes, and felt more geared towards a generic direct sales model. More important, it was very inflexible. The layouts were fixed, and we couldn’t easily do searches to find the information we needed.”
“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.”