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

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

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

“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.”

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

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

“We can now better leverage the investor relationships we have accumulated since inception.”

“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.”

“The portal is formatted how we want it; it’s orderly, professional, and clean. Investors don’t have to wait for their envelope to show up in the mail. They can find the information they need from today or any previous quarters. It’s all right there: secure, yet quickly accessible.”

“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 …

“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.”

“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."

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