Case Study: SQN Investors achieves streamlined investor relations and faster reporting with Dynamo Software

How SQN Investors saves time with Dynamo

SQN Investors LP, a long/short equity adviser focused on technology, was hampered by a clunky, inflexible legacy investor-relations system. Disparate data sources, separate storage of capital activities, and rigid search functionality made reporting, mailings, and investor meeting preparation manual, time-consuming, and error-prone.

After implementing Dynamo Software as a consolidated IR database with Outlook integration, flexible search, saved Views and mass-mailing tools, SQN centralized transactional data, emails and activities to get a complete, up-to-date investor view. The team now produces reports and mailings in minutes, simplifies outreach and meeting planning, and benefits from cleaner data, faster workflows and improved accuracy.

SQN Investors

Katie Wright

Investor Relations Manager