Client Profile
Selinus Capital is an independent placement agent specializing in the marketing of real estate and infrastructure funds to institutional investors.

Business Need
The firm was using a generic CRM application to manage its fundraising activities, but this product wasn’t customized for its industry, nor was it flexible.  Consequently, managing relationships, building lists, and performing other basic functions was difficult and time-consuming. 

Solution
Recognizing an opportunity to enhance productivity, Selinus migrated to Dynamo, a Web-based front-office solution that came highly recommended by a business client.  End users were impressed with Dynamo’s industry-specific functionality, flexibility, and ability to manage complex relationships.

Results
Today, Dynamo is a vital part of Selinus’ fundraising and client management process.  The application enables the placement agent to:

• Centrally administer its contacts, including investors, asset managers, and other third parties
• Capture and categorize activities so users can easily identify the last point of discussion
• Quickly find information and generate targeted lists for fundraising purposes
• Roll up opportunities to the investor or fund level for forecasting, analysis, and reporting
• See at a glance who is interested in a particular fund and who has already committed
• Report to clients on fundraising progress more quickly and accurately