Case Study: Perpetual Investors

Perpetual Investors Case Study

A testimonial from a European family office

Perpetual Investors was established in 2015 in the aftermath of a liquidity event. The firm needed a system that could:

  • Provide company-wide functionality in a single system
  • Act as both a CRM and pipeline management platform
  • Track all investment opportunities
  • Track all relationships with potential managers
  • Manage both indirect and direct investment processes

Download our case study to learn why Perpetual Investors chose Dynamo as its native software platform.

Read the Perpetual Investors Story