Case Study: Fort Washington Capital Partners achieves centralized, automated fund-manager due diligence and monitoring with Dynamo Software

Enhancing Fund Manager Due Diligence with Dynamo

Fort Washington Capital Partners Group, a division of Fort Washington Investment Advisors that manages over $2.7 billion in private equity commitments, needed a better way to handle due diligence and ongoing monitoring for more than 300 funds a year. The team found its Excel spreadsheets and shared drives could not reliably retain documents, track complex fund-of-fund ownership structures, or record communications and interactions across the investment lifecycle, so it evaluated multiple vendors to find an industry-specific solution.

Fort Washington selected the Dynamo cloud platform for its out-of-the-box private equity functionality, configurability, and ability to model complex fund structures, with a straightforward implementation guided by Dynamo’s recommendations. Centralizing due diligence and monitoring in Dynamo enabled rapid import of communications, intelligent storage of documents, streamlined workflows, and ongoing tracking of 300+ funds — capabilities now used across the firm’s private equity business and by other asset managers.

Fort Washington Capital Partners

Eric Walzer

VP of Investment Operation