Client Testimonials

Over 500 clients around the world, representing over $3 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:

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

– Nichola Newbrook, Analyst

“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

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

– Laura Chen


HPE Growth Capital


“The more we use it, the more powerful we realize the functionality is.”

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

– Corné Jansen,  Vice President

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

– Lori Eike, Director of Investment Operations

Medley Partners

advent private capital testimonial logo

“We feel we have software that is in sync with our modeling process.”

-Peter Phillips, Principal

“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

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

– Kamehameha School Foundation

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

-Jana Fiedler, Client Relationship Manager

“We were impressed by both the current solution, and the configurability of Dynamo – we saw this as a strategic advantage that would ensure that the product could continue to meet our needs.”

-Sian Morgan, PR and IR manager

“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

Educational Documents

10 Best Practices for Deal Management Software

Automating Data & Document Collection

Case Study:
University of Oregon

Case Study:
LaSalle Investment Mgmt

Case Study:
Colgate University