Streamlining Success & Strengthening Connections with Dynamo CRM
Wynnchurch selected Dynamo Software’s CRM for its comprehensive solution to streamline operations with strong integration capabilities and workflow features. Read their success story today.
About Wynnchurch Capital
Wynnchurch Capital, L.P., headquartered in the Chicago suburb of Rosemont, Illinois, with an affiliate in Canada, was founded in 1999 and is a leading middle-market private equity investment firm. Wynnchurch’s strategy is to partner with middle market companies in the United States and Canada that possess the potential for substantial growth and profit improvement. Wynnchurch manages a number of private equity funds with $9.2 billion of regulatory assets under management and specializes in recapitalizations, growth capital, management buyouts, corporate carve-outs, and restructurings.
Dynamo Investor Relations
Gain a performance edge with Dynamo’s three powerful Investor Relations modules: CRM & Fundraising, Investor Relations & Portal, and Fund & Investment Accounting.
How Does Dynamo Software Improve Investor Data Management and Reporting?
Wynnchurch Capital, a leading private equity firm specializing in middle-market businesses, faced significant hurdles in streamlining operations due to limitations in their data management and reporting tools. Recognizing the need for a cohesive solution to streamline operations, Wynnchurch chose Dynamo Software’s CRM for its strong integration capabilities and workflow features.
| From the Frontline |
| “Dynamo’s intuitive design of the platform made it very easy for our team to be trained on, allowing us to quickly adapt and maximize our productivity from day one.” — Roy E. Sroka, CPA / Partner / CFO / CCO |
Before Implementing Dynamo: Fragmented Data, Manual Work, and Inefficient Reporting
Wynnchurch was using ShareFile for investor reporting and was managing thousands of contacts and corresponding mailing preference mappings, which were scattered across various systems and Excel files for each fund.
Wynnchurch faced three key challenges:
- Fragmented Data | Over 40,000 documents in multiple sources created a logistical challenge.
- Manual Workloads | Extensive manual efforts were required to handle investor data.
- Inefficient Reporting | Cumbersome processes for investor reporting.
Wynnchurch required a highly efficient platform for data management that not only could meet their current needs but would have the ability to scale.
Why Wynnchurch Capital Chose Dynamo CRM
Wynnchurch had already worked with Dynamo Accounting and used that experience to evaluate a broader use of the platform. Dynamo CRM stood out because of its integration capabilities, workflow features, intuitive design, and flexibility for managing investor data and documents. The platform also offered seamless integration with accounting software, Excel, and Outlook, which made it a practical fit for Wynnchurch’s day-to-day operations.
How Wynnchurch Improved Operations with Dynamo CRM
Dynamo CRM helped Wynnchurch reduce the time required to manage fund-specific spreadsheets and manual data updates. The firm reported saving more than five hours per week and achieving a 20% reduction in manual handling time. Dynamo also helped improve investor relations workflows by supporting faster research and making investor inquiries easier to address through centralized data access.
Centralized investor data and document management
Dynamo CRM helped bring together previously fragmented investor data and documents into one platform. This gave Wynnchurch a more centralized way to manage investor information across active funds and reduced reliance on disconnected files and spreadsheets.
Integration with accounting, Excel, and Outlook
Dynamo integrated with Wynnchurch’s accounting software, Excel, and Outlook, making it easier to work across existing systems without relying on disconnected manual processes. These integrations supported smoother data handling and reporting workflows.
Intuitive user experience and faster adoption
Wynnchurch highlighted Dynamo’s intuitive design and user-friendly experience as an advantage for training and team adoption. Features such as Import Studio, drag-and-drop mailing preference mappings, and multi-document uploads supported day-to-day efficiency.
Configurable CRM for investor relations and reporting
Dynamo provided a highly configurable CRM environment for managing investor data, documents, and reporting. This allowed Wynnchurch to support its specific operational needs while building a system that could scale as funds and reporting complexity grew.
| From the Frontline |
| “Dynamo’s CRM has been a game-changer for us, saving hours each week by streamlining our processes. With all our investor information across every active fund centralized in one system, conducting research, and addressing inquiries has become significantly easier.” — Yuri Douglas, Controller |
Key Outcomes from Implementing Dynamo
- Time Savings | The reduced need for data management with several fund-specific spreadsheets and manual updates saved approximately 5+ hours per week and contributing overall to a 20% reduction in manual handling time.
- Investor Relations | By centralizing contact and mailing preference, the average response time to investor inquiries decreased to 30% in response time.
- Operational Flexibility | The automated data and streamlined processes help us focus and scale larger funds. Cumulative impact across multiple processes and tasks, leading to an annual savings of 45%.
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