Case Study

CFO Fund Services - Case Study

CFO Fund Services - Case Study

Pages 4 Pages

CFO Fund Services adopted Dynamo Software to overcome limitations of their custom-built legacy application, automating manual, time-consuming investor reporting and eliminating reliance on a single developer for changes or troubleshooting. Dynamo's scalable platform enabled efficient client base growth, seamless handling of new acquisitions like a Denver-based real estate private equity fund with over 300 investors, and streamlined operations for enhanced reporting and client management.

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