Case Study: Deerfield Management Company achieves centralized investor data and streamlined investor relations with Dynamo Software

Maximizing Intellectual Capital and Streamlining Investor Relations with Dedicated Asset Management Software

Deerfield Management Company is a New York–based, healthcare-focused investment firm founded in 1994 that manages over $6 billion across multiple funds. As its portfolio and historical quantitative and qualitative data grew more complex, the firm outgrew Excel and needed instant, intuitive visibility into investor balances and a complete history of communications to maintain operational efficiency and strengthen investor relationships.

Deerfield adopted Dynamo™, working with the implementation team to import and map complex legacy Excel records into a configurable, centralized hub. The platform consolidated investor profiles, account structures, emails and call notes, improved relationship management and business continuity, and even supports grant- and fund-tracking for Deerfield’s foundation—allowing the firm to better leverage decades of investor relationships.

Deerfield Management Company

Chris Moskowitz

Chief Technology Officer