Client Testimonials

Over 1,000 clients around the world, representing over $4 trillion of assets under management, are driven by Dynamo. Hear from some of our valued clients across our range of industries served about working with our system and team:

“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.”

– Lydia Yost, Director, Investment Operations and Compliance, Board of Pensions

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“Dynamo is a very full service, it’s so much more sophisticated. It takes our investor servicing to the next level. You can’t measure the cost of a client calling you saying they received the wrong statement on your portal. Dynamo does all of that for us. Peace of mind is the biggest return on investment.”

– Vice President of Investor Relations, Frontier Growth

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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””

-Yan Weiren, Senior Vice President

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“Dynamo is such a critical part of our business that without it we would be half the size that we are.”

-Tiffany Cholez, Founder and CEO

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“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.”

-Isabel Calvo, Business Executive

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

-Dominic Hong, CFO

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“With Dynamo, information flows through the organization more fluidly.”

– Rishi Pabari, Head of Investor Relations

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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.”

– Christian Wiehenkamp, CIO

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“Dynamo enables us to configure what we want, ensuring a stronger long-term value of the system.”

– Nichola Newbrook, Analyst

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HPE Growth Capital


“Dynamo has served as an excellent choice for consolidating our deal and contact information.”

– Corné Jansen,  Vice President

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“Dynamo is one of the strongest and most reliable organizational tools that I have seen. The software has made our sophisticated data easy to understand and employ to better serve our business.”

– Chris Moskowitz, CTO

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“Dynamo has been the linchpin of our investment operations team’s consistent communications.”

– Laura Chen

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“It’s been a tremendous time saver, between uploading and downloading documents and being able to find them.”

– Lori Eike, Director of Investment Operations


“Dynamo is so flexible that we are constantly finding new ways to use the product,”

-Siân Morgan, Investor Relations & Sustainability Senior Associate

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“Dynamo Software has been a terrific choice for centralizing our firm-wide operations, and has provided us the solution to ensure we hit all our goals as we continue to expand.”

– Carthona Capital

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advent private capital testimonial logo

“We track our network of referrers significantly better than we did in the past, and Dynamo has proven itself as the organizational solution we need.”

– Advent Private Capital

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“Dynamo really helped organize documents in a user-friendly and easily searchable way”

– Kamehameha School Foundation

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Educational Documents

10 Best Practices for Deal Management Software

Automating Data & Document Collection

Case Study:
University of Oregon

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