Case Study: CFO Fund Services achieves automated investor reporting and scalable growth with Dynamo Software

Why CFO Fund Services chose Dynamo to improve investor reporting

CFO Fund Services, an outsourced fund administration firm founded in 2008, relied on a custom-built client database that made investor reporting manual, time-consuming and dependent on a single developer — constraints that limited growth. After acquiring a Denver real estate fund with 300 investors, the small team selected Dynamo for its ease of use, cost and client support to automate reporting and scale operations.

By implementing Dynamo’s investor portal and automated mail-merging tools, CFO Fund Services centralized documents, secured investor communications and cut the time spent per fund from up to two hours to 15–30 minutes. Quarterly report distribution went from about three days for 15–20 funds to under one day; the firm now serves 1,600 investors, doubled its fund managers from six to 12, and credits Dynamo with enabling faster growth, better client service and a stronger sales proposition.

CFO Fund Services

Tiffany Cholez

Founder and Chief Executive Officer