“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 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; …

“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.”

“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.”

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

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

“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.”

“With Dynamo, as much know-how as possible is available to the organization and not hidden in the heads of individuals.”

“Dynamo is a mainstay for our communications, investment research, and due diligence operations.”

“The organization found that the Dynamo Exchange’s Investor Portal Integration was a key differentiator.”

"Dynamo really helped organize documents in a user-friendly and easily searchable way."

"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.”

“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 …

"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."

“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.”