CFO Fund Services Case Study
A testimonial from a Colorado-based fund administration firm
When CFO Fund Services took on a Denver-based real estate private equity fund client with over 300 investors, the small team knew they needed a way to automate their investor reporting process. The team needed a platform that could:
- Automate reporting
- Streamline investor communications
- Meet their pricing needs
- Provide superior client service
Download the case study to learn why CFO Fund Services chose Dynamo to improve investor reporting.