Corporate Blog

The Dynamo Software blog, beyond providing the latest company news and product developments, features exclusive commentary on issues impacting the alternative asset industry. Dynamo Software staff, supported by their in-depth and diverse experience in alternative assets, are joined by independent thought leaders and executives in sharing their insights on critical topics such as the latest compliance initiatives, optimizing deal management, due diligence best practices, and effective investor relations.

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Blog Archive

How to Miss Out on Opportunities and Lose Deals

Imagine scribbling deal notes on Post-Its and storing these in a pile on your desk. Obviously, this is an absurd way to organize deals. Likewise, trusting a tool like Outlook with your deal management initiatives results in a disorganized, manual process that costs you profitable deal opportunities and wastes your time. Outlook does not care

Make 2017 the Last Year You Worry About K-1 Distribution

If you are reading this article, you may have already completed your firm’s 2016 Schedule K-1 distribution. If you did, I congratulate you on getting through this long, tedious, arduous task for another year. While your firm’s focus may turn back towards more analytical, performance-driving initiatives following K-1 distribution, identifying methods for minimizing – even

Bridging Relationship Gaps with Fund Admins through Front Office Software

by on November 16, 2015 in Fund Administration, Private Equity

Internal productivity is highly dependent on rewarding relationships with vendors. Inconveniences such as a late office supply order can inhibit project progress, but a complex communication system with an outsourced fund administrator presents a far larger blockage in a firm’s inherently complex investment operations. Pensions and Investments’ Rick Baert reported in March 2014 that private

The Value of a CRM in Brand-Building for Private Equity Firms

The private equity marketplace’s rapid evolution is only matched by the intensity of its competition. The industry boasts $112 billion in assets as of Q2 2015, the second-highest Q2 investment level since 2007, according to the Private Equity Growth Capital Council’s 2015 Q2 Private Equity Trends Report. Preqin’s H2 2015 Alternative Investments Outlook notes that

Is Excel a Solution?

I spoke on a panel a few weeks ago at IMN’s West Coast PERE CFO forum with several of my peers in financial technology. As the discussion evolved in response to questions regarding data management, aggregation, and data purposing, one of my co-panelists, Rich Waldis, succinctly described Microsoft Excel echoing that which we hear so

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