Leading Private Markets Investment and Advisory Group Selects Industry-Specific Dynamo™ 

WATERTOWN, MA – Dynamo Software is excited to announce that Stafford Capital Partners, a leading private markets investment and advisory group, has adopted DynamoTM to streamline processes and simplify reporting.

“The generic CRM products which we used prior to Dynamo did not possess the elements of a modern online or SaaS-based architecture,” shares Michelle Ewart, Head of Business Development at Stafford. “Most generic systems don’t allow for customization, or could be changed but only through significant time and cost.  We think an ideal CRM system should possess these elements:  intuitive interfaces,   adequate help desk support, easy power user elements, and native mobile applications or defined pathways to develop applications for multiplatform support when needed..  We think that ideal CRM providers should possess these qualities: transparency and responsiveness in service provision, reliable security or data backup framework, and cost certainty.”

The firm is eager to embrace the benefits that come with an all-in-one industry-specific CRM like DynamoTM. Michelle and her team were drawn to Dynamo Software for its user friendly system, system and mobile functionalities, excellent training and support, ease of implementation, and fully customizable reports and dashboards.

“We aim to realize enhanced internal communication across our firm, streamline processes to develop more efficient business lines and roles,” states Michelle. “Dynamo will support us in simplifying reporting of both internal metrics and metrics distributed to clients, and help identify cross-selling opportunities.”

About Stafford Capital Partners

Stafford Capital Partners is a leading private markets investment and advisory group with a global presence, USD 4.8 billion under management, and advice from over 75 institutional investors across Europe, the US, and Australia. Founded in 2000, Stafford has investment teams specializing in agriculture, infrastructure, private equity, sustainable capital, timberland, and venture capital. The team consists of 44 professionals investing from offices in Austin, Boston, Hanover, London, Sydney, and Zurich. Stafford Capital Partners is a member of the Principles for Responsible Investments (PRI).


About Dynamo Software

Dynamo Software, formerly Netage Solutions, has provided premium industry-specific, configurable investment management and reporting software for the alternative assets industry since 1998, including hedge funds, funds of funds, private equity and venture capital funds, real estate investment firms, prime brokers, foundations, endowments, pension funds, and family offices. Intuitive and highly configurable, the Dynamo™ platform has improved the productivity of fundraising, deal, research, investor relationship, and portfolio management teams worldwide. Collectively, our 400+ clients manage over $1 trillion in assets. Media inquiries may be directed to Anna Yegorova at 617.275.4712 or anna(at)dynamosoftware(dot)com. All sales-related inquiries can be directed to 866.4.DYNAMO or by completing our contact form.

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