Case Study: Medley Partners

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Medley Partners Case Study

A testimonial from a diversified single-family office

When Medley Partners found modeling bottoms-up portfolio cash flows in Excel to be manual and inefficient, the firm sought a software system to ease the burden. Medley Partners needed a software that could:

  • Project cash flows, capital calls, and distributions
  • Integrate with Excel
  • Overlay historic and future cash flow projections

Download the case study to learn why Medley Partners chose Dynamo to support its cash flow reporting needs.

 

Read the Medley Partners Story