Case Study: Clearbell Capital achieves best-in-class investor relationship management and streamlined reporting with Dynamo Software

Why Clearbell Capital discontinued its generic CRM in favor of Dynamo Software

Clearbell Capital is a London-based private equity real estate manager that expanded its fund portfolio and found its generic CRM could not keep up with the increasing complexity of relationships between contacts, funds, and investors. The firm needed an industry-specific, scalable platform that spoke the language of real estate and could support its growth and reporting needs.

Clearbell chose Dynamo Software for its real estate expertise and highly configurable platform. With focused implementation, robust data import and deduplication, and Outlook/Excel add‑ins, Dynamo automated and streamlined investor reporting, capital calls, and relationship tracking. The result: fewer errors, faster data management, seamless integrations, and strengthened investor-relationship capabilities and reputation.

Clearbell

Siân Morgan

Investor Relations & Sustainability Senior Associate