Case Study: SPI Advisory boosts investor relations and fundraising efficiency with Dynamo Software

SPI Advisory cuts tax prep from 3 weeks to 3 days with Dynamo Software

SPI Advisory, a Dallas-based private equity real estate firm, faced significant operational limitations with its previous investor management software. The inflexible tool lacked necessary fields for compliance, required manual workarounds for fundraising and reporting, and hampered the firm's efficiency and scalability. After evaluating nearly 20 other providers, SPI Advisory selected Dynamo Software for its CRM, Investor Portal, and Fundraising modules to overcome these challenges.

By implementing Dynamo Software's configurable platform, SPI Advisory streamlined its operations with custom fields, automated workflows, and enhanced reporting. The results were substantial, including cutting monthly distribution processing from 1.5 weeks to 2 days and reducing tax data preparation from 3 weeks to just 3 days. Dynamo Software's solution also led to a 50% decrease in fundraising support inquiries and allowed the firm to handle a 50% increase in raise sizes without adding staff, significantly enhancing overall efficiency.

SPI Advisory