Case Study: Perpetual Investors achieves streamlined pipeline and relationship management with Dynamo Software

Why Perpetual Investors chose Dynamo as its native software platform

Perpetual Investors is a proprietary investment firm founded in 2015 that manages capital for international institutional and private clients. CIO Christian Wiehenkamp sought a single cloud-based system to replace disparate tools and centralize CRM, pipeline and relationship tracking so the team could consistently track investment opportunities, manager relationships and communications across the organization.

Perpetual chose Dynamo Software — an industry-specific, cloud platform with out-of-the-box private-asset data structures, advanced relationship management, reminders and a mobile app — to manage pipeline and relationships. Dynamo links introductions, stores communications and documents, enables filtering by sector and asset class, and schedules follow-ups, enabling real-time collaboration and institutional knowledge-sharing; the firm reports a more process-oriented workflow, better follow-ups and meeting prep, and roughly three hours saved per week on average.

Perpetual Investors

Christian Wiehenkamp

Chief Investment Officer