47 Dynamo Software Testimonials

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

"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; otherwise, it’s quite difficult to remember whom you want to speak to, and when.”

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

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

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

“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."

“Access to our data is much simpler. The beauty of that is anyone on our investment team can see where we are in a cash cycle. All that standard stuff that people might need is right there at the fingertips. We really love the system.”

“Being able to see the Recent Searches saves me so much time, I’m amazed.”

“I was so impressed with the Dynamo team, I spent an afternoon with them in the office in Sofia, Bulgaria, My husband and I were on a trip in the Balkans in October 2019. It made sense to meet, greet and thank the people who have improved the way we collect, store, use and analyze data. I am a huge Dynamo fan.”

“Dynamo acts as a data mediator for bank data and organizes it in a way that when we move it into Power BI it becomes usable."

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

“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."

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