Case Study: Shamrock Capital centralizes deal management and improves reporting with Dynamo Software

Shamrock Capital - Customer Case Study

Shamrock Capital Advisors is a Los Angeles–based private equity firm with over $700 million under management that invests in media, entertainment, and communications. After outgrowing a shared file drive, the deal team needed a cloud CRM that could accommodate their document management, accessibility needs, and private-equity–specific workflow without forcing them to change how they work.

Shamrock selected the industry-specific, highly configurable Dynamo™ platform for its smart document storage, robust reporting, and dedicated support, enabling the team to tailor the system to their processes. As a result, Shamrock centralized documents and contacts, generated pipeline and custom reports more quickly, improved internal transparency, and maintained secure access to critical information both in and out of the office.

Shamrock Capital

Sara Bronner

Cloud Technology Providers