Case Study: Medley Partners achieves streamlined, Excel-integrated cash flow forecasting with Dynamo Software

Leveraging a Powerful Cash Flow Forecasting Tool through Client Collaboration

Medley Partners, which manages private asset investments for the family of Jim Simons and the Simons Foundation, needed a more efficient way to produce bottoms-up cash flow and valuation forecasts across multiple private equity partnerships. Their Excel-based process was cumbersome and could not handle the complexity of different partnership structures, vintages and investor-level analyses needed to estimate capital calls and distributions.

Medley selected Dynamo™ and partnered closely with Dynamo’s senior product development team to adapt and extend the platform’s cash flow forecasting module. The solution integrates with Excel, overlays historical cash flows with forward projections, supports partnership- and investor-level forecasting of capital calls and distributions, and exports reports for limited partners—delivering immediate operational improvements and better reporting for clients.

Medley Partners

Peter Phillips

Principal