A testimonial from a Switzerland-based wealth management firms
As Cape Capital's investment team expanded, the firm sought a platform to consolidate investment pipeline and transactional data and streamline portfolio reporting.
Learn how Cape Capital improves collaboration and adds structure to its processes with Dynamo.
Cape Capital Centralizes Private Markets Investment Management with Dynamo Software
Cape Capital, a Zurich-based wealth and investment management firm, partnered with Dynamo Software to create a more structured, transparent, and scalable approach to managing private market investments. By replacing disconnected spreadsheets, emails, shared drives, and manual processes with a centralized investment management platform, Cape Capital improved collaboration, reporting, deal tracking, and investor communication.
The Challenge Before Dynamo: Managing Investment Data Across Multiple Systems
Before implementing Dynamo Software, Cape Capital managed investment information across several disconnected systems, including shared network drives, Microsoft Outlook, Excel spreadsheets, and individual team members’ knowledge and records.
As the investment team expanded from a single professional to multiple team members, these fragmented data sources made collaboration increasingly difficult. Team members often struggled to locate information or maintain consistency across investment processes.
Key Challenges
Cape Capital faced several operational challenges:
- No centralized source of investment data
- Manual, time-consuming reporting processes
- Limited visibility into the deal pipeline
- Difficulty sharing information across team members
- Lack of a structured process for monitoring investment opportunities and positions
- Increased risk of inefficiencies and errors as the organization grew
Why Cape Capital Selected Dynamo Software
Cape Capital sought an alternative investment management solution capable of unifying both General Partner (GP) and Limited Partner (LP) workflows while supporting the firm’s complex fund structures.
After evaluating its options, Cape Capital selected Dynamo Software based on:
- Flexible, user-friendly configuration capabilities that empowered the team to tailor workflows, reporting, and processes to their unique business needs without requiring extensive technical resources, accelerating adoption and driving operational efficiency.
- Purpose-built solutions for alternative asset managers designed specifically to address the complexities of private markets, enabling Cape Capital to leverage industry best practices while reducing the need for custom workarounds.
- Support for both GP and LP operations that provided a centralized platform across investment activities, helping improve collaboration, data consistency, and visibility throughout the investment lifecycle.
- Third-party data integration capabilities that streamlined the flow of information across systems, reducing manual data entry, minimizing errors, and ensuring stakeholders had access to timely, accurate data.
- Transparent pricing and sales process that gave Cape Capital confidence in both the implementation journey and long-term investment, allowing for more predictable planning and budgeting.
- Strong reputation among industry peers backed by positive customer experiences and proven success in the alternative investment space, reinforcing confidence in the platform’s ability to deliver value.
- Ability to support future growth and scalability ensuring the platform could evolve alongside the firm’s expanding operations, increasing assets under management, and changing business requirements without the need for a system replacement.
| From the Frontline |
| “We think we made the right choice. It’s more comprehensive in terms of data storage, and at the end of the day we have much more transparency.” — Stephanie Meili, Head of Private Markets, Cape Capital |
How Cape Capital Uses Dynamo Software
Today, Cape Capital uses Dynamo across its investment and middle-office teams as a centralized platform for portfolio management, document storage, reporting, and investor communication.
Centralized Investment Data Management
Dynamo serves as a single repository for:
- Investment documents
- Communications
- Transaction records
- Due diligence materials
- Portfolio information
- Performance data
By consolidating previously fragmented information into one system, Cape Capital can quickly locate critical data and maintain consistent records across the organization.
Structured Deal Pipeline Management
The firm now captures every new investment opportunity directly within Dynamo.
The process includes:
- Logging new investment pitches into the system.
- Collecting and organizing target company information.
- Tracking progress through internal review processes.
- Updating investment status as opportunities advance.
- Maintaining visibility into all active and prospective investments.
This structured workflow provides greater transparency, accountability, and collaboration across the investment team.
Integrated Communication and Document Management
Cape Capital integrates Microsoft Outlook with Dynamo, enabling team members to manage communications and documentation within a single platform. The firm also uses Dynamo as a document repository for capital calls, transaction records, accounting-related investment information, and investment correspondence and files.
Investor Portal and Fundraising Support
Cape Capital leverages Dynamo’s secure investor portal to support fundraising activities and investor communications.
The portal enables prospective investors to access due diligence materials and company information through a centralized data room, creating a more efficient fundraising experience.
Improved Collaboration Between Investment and Back-Office Teams
Prior to Dynamo, investment information often had to be manually transferred to back-office systems, creating inefficiencies and increasing the potential for errors.
With Dynamo, critical investment details are available within a shared platform, including:
- Share ownership information
- Transaction history
- Investment round details
- Portfolio company information
- Stakeholder and participant records
This creates better alignment between investment and operational teams while improving access to important portfolio data.
Results and Business Impact from Implementing Dynamo
Cape Capital transformed its investment operations by replacing fragmented systems and manual workflows with a centralized investment management platform. Using Dynamo Software, the firm improved collaboration, reporting, deal tracking, fundraising support, and data transparency while creating a scalable foundation for future growth. The result is a more efficient, organized, and data-driven approach to managing private market investments.
Key Outcomes
- Centralized Investment Information
- More Structured Deal Management
- Improved Team Collaboration
- Greater Transparency and Visibility
- Deal progress
- Portfolio valuations
- Investment performance
- Pipeline activity
- Transaction history
- Streamlined Reporting
All active and prospective investment information is stored within a single platform, making data easier to access, maintain, and share.
The firm now follows a consistent process for evaluating, tracking, and managing investment opportunities.
A centralized system enables multiple team members to work from the same information while reducing reliance on individual knowledge and manual communication.
Cape Capital gained improved insight into:
Reporting processes that were previously manual and time-intensive have become faster and more efficient through centralized data management.
Schedule a Personalized Demo
See how Dynamo Software can help your firm replace disconnected spreadsheets, emails, and manual processes with a single platform built specifically for alternative investment management.
Request a personalized demo today to learn how Dynamo can help your team improve efficiency, transparency, and scalability.