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"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.”
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“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.”
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“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.”
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“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.”
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“Dynamo enables us to configure what we want, ensuring a stronger long-term value of the system.”
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“It’s made the whole process of sharing documents more structured, more streamlined, and more secure.”
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“Dynamo News simplifies the oversight of our alternative asset portfolios by removing the labor of searching for news on each individual company, and, by utilizing the preview panel, we can promptly determine if a headline warrants further investigation without the burden of leaving our Dynamo tenant.”
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“Dynamo has a modern approach with an advanced mobile app. It is now easier to build and track our client pipeline and keep all members of our global team up-to-date on investor activities. The ease of use helped increase user adoption."
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“The Dynamo team knows this industry, familiarized themselves with our workflow, and have been diligent in ensuring that their product meets our needs.”
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“Dynamo really helped organize documents in a user-friendly and easily searchable way.”
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“With Dynamo, as much know-how as possible is available to the organization and not hidden in the heads of individuals.”
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"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; …
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“Dynamo and its HoldingsInsight service drive our endowment’s multi-asset class portfolio reporting and have transformed how we capture and analyze exposures.”
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“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.”
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“We’re able to expedite our underlying fundraising activities to ensure that we meet our fundraising goals on time.”