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:

Cape Capital

“It’s now extremely convenient to create any kind of overview on performance and transactions and find any information and documentation we need. We know everything is in one place, and that has certainly improved the process.”

– Michael Kraus, Operations Specialist in Private Markets, Cape Capital

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Basin Street Properties Logo

“The portal is formatted how we want it; it’s orderly, professional, and clean. Investors don’t have to wait for their envelope to show up in the mail. They can find the information they need from today or any previous quarters. It’s all right there: secure, yet quickly accessible.”

– Marty Willet, CFO, Basin Street Properties

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“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.”

– Katie Wright, Investor Relations Manager, SQN Investors

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“Reporting in Dynamo is undoubtedly much easier. It’s super flexible in the way you can pull out data and display it, and chop it up. It’s one of our key uses.”

– Richard Buckle, BAPFIM’s Portfolio Manager

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“Nothing can get missed and best practice standards are maintained. All the information and relevant hurdles for our acquisition projects are reflected in Dynamo.”

– Max Frey, an Investment Manager at Nord Holding

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“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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“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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