Case Study: CFO Fund Services

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.

Read the CFO Fund Services Story