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

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

“Dynamo has made it much easier to compile information and put the notes together. It’s extremely helpful to have it all in one place and pull up the full record of everything.”

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

“Complex relationships are presented in an intuitive visual display for our investment team, which has made the retrieval of needed information very easy.”

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

“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.”

“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.”

“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.”

“Dynamo enables us to configure what we want, ensuring a stronger long-term value of the system.”

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

“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.”

“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 …