SPI Advisory, a private equity firm, was facing limitations with its previous investor management tool, which hindered its scalability and efficiency. To overcome these challenges, SPI selected Dynamo Software's CRM, Investor Portal, and Fundraising modules. The switch allowed SPI to streamline processes such as tax data capture, fundraising workflows, and monthly distributions. With Dynamo's flexible and customizable platform, SPI achieved significant time savings, improved fundraising, enhanced data accuracy, and increased operational flexibility. This transformation has helped SPI scale its operations, handle more complex investor needs, and improve overall efficiency.

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