A testimonial from a UK-based private equity firm
In 2018, iCON Infrastructure found its existing CRM was unable to scale to accommodate the growing firm’s needs. The firm needed a CRM and deal management system that could improve communication flow across a global team.
Learn why iCON Infrastructure chose Dynamo to streamline its global deal management efforts.
iCON Infrastructure Enhances Investor Relations and Pipeline Visibility with Dynamo Software
iCON Infrastructure, a UK-based private equity infrastructure investment firm with €2.5 billion in assets under management, needed a solution that could replace its internally built database and scale alongside its growing global team. The firm selected Dynamo Software to centralize investor relations, CRM, document management, and deal pipeline tracking within a single platform. As a result, iCON Infrastructure gained real-time visibility into investment activity, improved information sharing across offices, strengthened data security, and created a centralized repository for institutional knowledge that supports the entire organization.
Challenge Before Dynamo: Outgrowing a Legacy Database and Scaling Operations
For six years, iCON Infrastructure relied on a Microsoft Access database that had been built internally to support investor relations activities. While the system addressed basic CRM requirements, it became increasingly difficult to support the firm’s growth, expanding workforce, and global operations.
As the organization expanded across multiple geographies, the team needed a more scalable solution capable of supporting collaboration, data accessibility, and institutional knowledge management.
Key Challenges
The firm faced several operational limitations with its legacy system:
- Inability to have multiple records open simultaneously, limiting productivity and workflow efficiency.
- Lack of mobile access to critical investor, contact, and deal information, making it difficult to stay informed while traveling.
- No relationships between investors, contacts, companies, and accounts, creating fragmented data management processes.
- Important information stored primarily in employees’ personal knowledge rather than a centralized system.
- Growing concerns around data security, governance, and long-term information retention.
Why iCON Infrastructure Chose Dynamo Software
When evaluating alternatives to replace its legacy database, iCON Infrastructure sought a solution that would support real-time collaboration, investor relations, CRM activities, and deal management workflows while remaining easy to use and adaptable for future growth. After evaluating multiple platforms, the firm selected Dynamo Software.
The team selected Dynamo Software based on several factors:
- Ability to create links between related entities, enabling seamless relationships between investors, contacts, companies, deals, and accounts for better visibility and data accuracy.
- Configurability and ease of use, allowing the team to tailor workflows, data structures, and reporting processes while encouraging broad user adoption across the organization.
- Private equity-specific architecture, providing purpose-built functionality designed for investment firms, investor relations teams, and deal management professionals.
After Implementing Dynamo: Empowering Smarter Investment Management Through Connected Data
Today, iCON Infrastructure uses Dynamo Software as a centralized repository for investor information, contacts, documents, meeting notes, and pipeline data. The platform supports investor relations workflows, deal management activities, and enterprise-wide knowledge sharing.
Dynamo’s relational database structure enables the firm to connect information across counterparties, making it easier to track relationships and access complete records from a single system. According to Head of Investor Relations Rishi Pabari, Dynamo’s ability to link and relate information across entities has significantly improved organizational efficiency.
| From the Frontline |
| “We can see where our pipeline is at any point in time. It gives us a good snapshot of where we are. Dynamo is a very easy-to-use information repository tool. With Dynamo, information flows through the organization more fluidly.” — Rishi Pabari, Head of Investor Relations |
How does Dynamo Improve iCON Infrastructure Everyday Workflow?
Centralized Information Repository
Dynamo serves as the firm’s primary source of truth for investor records, contacts, meeting notes, documents, and organizational knowledge. This reduces reliance on individual employees and ensures information remains accessible across the business.
Real-Time Deal Pipeline Management
Prior to Dynamo, deal pipeline information was maintained in separate Excel spreadsheets and manually reviewed during meetings. Today, investment teams update opportunities directly within Dynamo, providing real-time visibility into deal activity across the organization.
Global Team Collaboration
As the firm expanded from seven employees to more than 40 professionals across several countries, Dynamo became a shared platform that keeps everyone aligned. Team members can access the latest information instantly, helping improve communication and decision-making regardless of location.
Mobile Access for Investor and Deal Meetings
Using the Dynamo Mobile App, team members can access investor records, meeting notes, and relationship history while traveling. This allows professionals to prepare for meetings, review previous interactions, and maintain continuity in investor communications.
Institutional Knowledge Management
By formalizing information within Dynamo, iCON Infrastructure eliminated the risk of critical knowledge residing exclusively with individual employees. Information is now documented, searchable, and accessible across the organization.
Business Outcomes Achieved with Dynamo
Dynamo has helped iCON Infrastructure build a centralized and collaborative operating environment that supports investor relations, deal management, and information sharing across its global team.
Key Results
- Enhanced information security, providing a centralized and controlled environment for managing sensitive investor, contact, and deal-related data.
- Real-time access to business-critical data, enabling teams to monitor pipeline activity, investor relationships, and organizational information from anywhere.
- Improved collaboration across global teams, ensuring employees in multiple offices can access the same up-to-date information and work more effectively together.
- Greater visibility into investment pipeline activity, helping the firm track opportunities and make informed decisions based on current information.
- Stronger institutional knowledge retention, reducing reliance on individual employees and preserving critical information for long-term organizational success.
- More efficient information flow throughout the organization, creating a connected environment where teams can quickly access the data they need to perform their roles effectively.
The Impact of a Connected Investment Management Platform
By implementing Dynamo Software, iCON Infrastructure replaced a legacy internal database with a scalable, private equity-focused platform that supports investor relations, CRM, deal management, and enterprise-wide collaboration. The firm now benefits from centralized information management, real-time visibility into business activities, improved communication across global teams, and stronger control over institutional knowledge as it continues to grow.
Schedule a Personalized Demo
Schedule a personalized demo today to see how Dynamo can help your team modernize investor relations, optimize deal management workflows, and support long-term growth.