Case Study: Frontier Growth achieves secure, error-free investor reporting and major time savings with Dynamo Software

Why Frontier Growth chose Dynamo

Frontier Growth, a Charlotte-based growth equity firm focused on lower-middle-market B2B software with $1.4B AUM and 18 active investments, was hampered by a rudimentary investor portal. Quarterly statement distribution required splitting a single custodian file, manually tagging and uploading PDFs across multiple rooms—an error-prone, time-consuming process that frustrated Investor Relations and Finance and raised security concerns.

They implemented Dynamo Accounting and the Dynamo Investor Portal, combining automated uploads, pre-populated tagging and full-service fund accounting so Dynamo prepares statements, valuations and publishes final documents directly to a secure portal. The result: eliminated repetitive manual work, faster quarter-end reporting, secure investor self-service, fewer errors and significant time savings—delivering measurable efficiency and greater confidence in data accuracy.

Frontier Growth