47 Dynamo Software Testimonials

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  • “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.”

  • “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 really helped organize documents in a user-friendly and easily searchable way.”

  • “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.”

  • “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."

  • “We are saving thousands of dollars annually Within a year, DynamoTM Online Reporting paid for itself.”

  • “With the help of Dynamo Software, we were able to dramatically improve our investor reporting processes in a very short period of time. Our investors quickly embraced our new investor portal. Rockpoint’s relationship with Dynamo has proven to be a valuable partnership.”

  • “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.”

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

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

  • “We’re able to expedite our underlying fundraising activities to ensure that we meet our fundraising goals on time.”

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

  • “It’s made the whole process of sharing documents more structured, more streamlined, and more secure.”

  • “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 …