“We can now better leverage the investor relationships we have accumulated since inception.”
“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 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.”
“Dynamo is so much simpler to use than most of us had expected.”
“Investing in an enterprise software solution wasn’t to be taken lightly, so we considered fourteen vendors offering both generic and industry-specific solutions. We were able to eliminate several quickly, and then narrowed the selection down to Netage and two other industry-specific solutions.”
“Dynamo PMV has an excellent reputation in the market for providing clients with exceptional service supported by deep industry knowledge and a robust technology platform.”
“It’s been a tremendous time saver, between uploading and downloading documents and being able to find them.”
“Dynamo ensures the right data is sent to the appropriate people during quarterly reporting, and capital calls are verified much more easily."
"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 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.”