Case Study: Advent Private Capital achieves streamlined deal tracking and centralized CRM with Dynamo Software

Facilitating Deal Tracking Processes Through a Flexible Software Solution

Advent Partners is a Melbourne-based middle‑market private equity firm, managing over AUD 600M and more than 90 portfolio investments since 1984. As its network grew, the firm faced increasing manual work and fragmented data across spreadsheets, Outlook and an inflexible CRM that hindered information sharing, reporting and investor communication.

Advent implemented Dynamo Software’s industry-specific Dynamo platform, integrating Outlook and third‑party data to centralize deals, contacts and performance information. Configured by Dynamo’s client services team, the system delivered personalized dashboards, streamlined communication logging, better tracking of referrers and complex relationships, and measurable reductions in manual effort and faster deal‑management workflows.

Advent Private Capital