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