Streamlining Operations & Elevating Investor Relations with Dynamo Software
Corten adopted Dynamo’s CRM as its foundational system for Fundraising and Investor Relations, to improve their outreach and communication efforts to their clients. Read their success story today.
About Corten Real Estate
Corten Real Estate is a private investment manager specializing in middle-market equity and mezzanine debt investments across the United States. With a focus on tailored capital solutions, Corten leverages its sector expertise to assist operating partners and sponsors in executing value added business plans while addressing financial and operational challenges.
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How Dynamo Software Improved Investor Relations and Investment Operations for Corten Real Estate
Corten Real Estate selected Dynamo Software to help modernize key parts of its investment operations, including Fundraising, Investor Relations, communications, reporting, and data management. Corten was looking for a more flexible and automated platform that could reduce manual work, improve reporting, and support better decision-making across investor-facing workflows.
The Challenge before Dynamo: Manual Work, Duplicate Records, and Limited Reporting
Corten faced significant challenges with their incumbent software, which was lacking flexibility and automation, leading to extensive manual workarounds. Managing contacts became challenging due to numerous duplicate records. An inadequate import functionality and poor reporting capabilities hindered their ability to generate active investor and pipeline reports. This limited their capacity to engage in data-driven decision-making that could fuel strategic growth.
| From the Frontline |
| “Dynamo stood out more than other systems because of its efficient, end-to-end design, user-friendly reporting capabilities, Outlook add-in, and attractive user interface.” |
How Corten Real Estate Evaluated and Selected Dynamo
Based on strong recommendations from industry peers, Corten conducted an extensive nine-month due diligence process for the right real estate investment platform, evaluating Dynamo Software alongside other competitors. This involved conducting several meetings and presentations with the Dynamo team to showcase how the platform could effortlessly integrate and enhance marketing and investor relations workflows.
The Evaluation Process
For their evaluation, Corten conducted a comprehensive review of several other CRMs, including a diverse range of platforms and proprietary systems developed by well-known companies in the industry. However, Dynamo stood out among the competitors in four key ways:
- End-to-End Platform | Cloud-based, automated, and versatile platform with modules for various investment management needs that work seamlessly together.
- Integration | Streamlined connectivity with several investment data sources, along with mailing and calendar platforms.
- Configurable and User-friendly Interface | A highly configurable platform with a secure, modern, user-friendly, and extremely intuitive interface for creating reports and dashboards.
- Reporting Capabilities | Efficient reporting with real-time data access and ease of sharing and distributing key analytics.
Why Corten Chose Dynamo Software
Corten has adopted Dynamo’s CRM as its foundational system for Fundraising, Investor Relations, and for managing communications through Dynamo’s Investor Portal. They valued Dynamo’s capabilities around fundraising and contact management, which aligned to their strategic business needs to improve their outreach and communication efforts to their clients. Corten anticipated that Dynamo’s data migration workflow process would significantly reduce potential data redundancy and therefore contribute to significant time-savings.
- Configurability/Dashboard | Dynamo’s platform is interactive and highly configurable, and with many off-the-shelf reporting libraries, the dashboard provides streamlined access to performance data and analytics.
- Enhanced Document Management | Automation of key processes such as document management, investor communication, and reporting, minimized manual intervention.
- Robust De-duplication Tool | The advanced de-duplication feature helps maintain a clean and organized contact database, fostering more actionable and accurate data.
- Marketing Automation | Secure and personalized communications integrated into Dynamo, with features for creating and managing mailing lists and campaigns, facilitating bulk email sends, and allowing “send on behalf of” options to streamline processes and boost efficiency.
- Comprehensive Real-time Reporting | Integration with SSRS, Highcharts, and Microsoft PowerBI provided interactive and highly visual reporting. Integration with several data sources such as Preqin, will provide real-time data for analysis and quicker reporting.
Implementation Experience and Ongoing Support
Throughout the implementation phase, the consistent weekly support sessions and the collaboration on data migration with their dedicated Dynamo team ensured that their system was meticulously organized, and that data remained clean and accurate. The diligence and responsiveness of the implementation team and efforts resulted in delivering a successful process and a highly optimized platform.
What Was the Operational Impact from Using Dynamo?
Dynamo helped Corten move away from manual and fragmented processes toward a more connected operating model. Improvements spanned fundraising workflows, investor communications, contact management, reporting visibility, dashboard access, and overall data quality. The result was greater operational efficiency and stronger support for relationship management and investor engagement.
Looking Ahead for Future Growth with Dynamo
Dynamo and Corten have a promising future together, with plenty of room to grow and adapt as the firm’s investment management needs evolve. Corten is enthusiastic about the platform’s advanced deal management and automation features, including the pipeline manager tool for tracking deal flow and overseeing subscription processes, which enhance the value of Dynamo’s robust data capabilities. Corten views Dynamo as a key strategic partner, dedicated to supporting ongoing operational efficiency, relationship management, and investor communications success.
Get Started with Dynamo Software
Request a demo today to learn how Dynamo can transform your investor communications and workflows.