Case Study

Automating Private Equity Deal Management

Automating Private Equity Deal Management

Pages 2 Pages

About Shamrock Originally founded in 1978 as the Roy E. Disney family investment company, Shamrock Capital Advisors is a Los Angeles- based private equity firm. Shamrock invests exclusively in the media, entertainment, and communication sectors, partnering with strong management teams for optimal approaches for creating value in investments. Challenge Shamrock needed a configurable cloud CRM that could meet their deal team’s accessibility requirements while accommodating Shamrock’s way of working and managing business critical documents. Solution Shamrock selected DynamoTM over several other industry-specific competitors for its advanced configurability and ability to offer broad access to their deal team. The private- equity specific cloud platform offered smart document sto

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