Case Study: University of Oregon achieves centralized endowment investment operations and streamlined fund manager due diligence with Dynamo Software

Integrating Endowment Investment Operations in the Cloud

The University of Oregon Foundation, which manages the university’s endowment, found its investment operations strained by disparate tools — an internal blog, Outlook and Excel — that couldn’t sustainably support investment research, fund manager due diligence, or tracking capital calls, distributions and transactions across more than 70 alternative investments.

The foundation selected Dynamo for its CRM, investment-research management and centralized due-diligence tracking. Since adopting Dynamo in 2008 the platform has become the center of operations, providing centralized financial data tracking, easy access to research, streamlined due diligence and custom reporting, plus ongoing product updates and cloud accessibility that have supported the team’s growth and remote work.

University of Oregon

Laura Chen

Investment Operations Coordinator