Independencia Asset Management

Independencia Asset Management is a global real estate investment firm with offices in Chile, Uruguay, and the United States. Initially founded in 2005 to invest Chilean funds in American real estate, the firm now has $2 billion in AUM, with over 100 investors and over 300 investment vehicles.

AboutIndependencia

Before Using Dynamo SoftwareBefore using Dynamo Software, the 3-person investor relations team managed all administrative tasks via email and Excel.

What Independencia Asset Management NeededDue to the high volume of investors and higher volume of investment vehicles, Independencia’s investment structures are complex. Business Executive Isabel Calvo described the investor relations process as, “very time consuming and demanding.” In 2016, the team decided it was time to implement a CRM and reporting system to:• Automate reporting and administrative tasks• Intuitively store and link documents and data• Simplify tasks for both the internal team and investors

Why Independencia Asset Management Chose DynamoAfter an in-depth review / sales process, the Independencia team chose Dynamo’s investor portal and reporting solutions to automate investor relations processes. The team felt confident that:• Dynamo’s cost and benefits fit the firm’s needs• It could adapt to specific needs without becoming too complex• They could trust Dynamo to deliver great results

How Independencia Asset Management Uses DynamoToday, Independencia Asset Management uses Dynamo’s CRM and Investor Portal to automate investor relations and reporting efforts for the small team.

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Case Study

Investor RelationsPreviously, Isabel said, just fielding phone calls and emails from investors was highly labor-intensive. “We had too many documents and it was hard to keep them organized and up to date,” she said. “We got calls every day from different investors looking for investment information, statements, and other information, and all statements had to be emailed one at a time.”With Dynamo’s investor portal, investors can now log in and see all documents and information related to their investments. “The portal gives investors a complete look at what they have with Independencia in just a couple of clicks,” Calvo said. “They know where they can find the information, and they are very happy about it, too.”This reduction in time spent collecting information for ad hoc requests frees up the investor relations team to focus on tasks that create more value than administrative work. “We can work on new ideas and review more projects, and today when we talk to investors, we have quality conversations instead of administrative conversations,” she said. “It’s win-win for all of us.”ReportingThe investor relations team sees the most time saved with automated reporting in Dynamo. Prior to using Dynamo, putting together and sending the Investment Performance Report was done manually with information stored in Excel. With multiple people working in the same files, it was impossible to track what changes had been made, so verifying numbers required extensive quality assurance. Calculating the report took anywhere from 1-2 hours depending on the investor. Now, it´s automatic and each investor can see their specific information in their portal.“Besides the Investment Performance Report, the most useful report is the one we use for dividend payments,” Calvo said. Dividends are paid quarterly for the firm’s 34 properties to 100 investors invested through 300 investment vehicles. “We used to upload dividends to the banks one-by-one, which took days,” Calvo said. To create a more streamlined process, the Dynamo team created a custom report that automatically assigns the appropriate dividends to each investor for each property and reports them in a format that is recognizable by the bank, which is a huge time-saving tool. “Today we can calculate and upload the dividends for all investors in one afternoon,” Calvo said.

Independencia Asset Management

www.dynamosoftware.com

Case Study

Independencia Asset ManagementPositive Business Outcomes with DynamoSince implementing Dynamo, the Independencia team has had more opportunity to focus on higher value-add activities. “It’s great to see you can automate things that once took a long time to do. Now you can do them in one click and have time to do new things,” Calvo said. The Independencia team now benefits from:

• Streamlined reporting• Reduced manual administrative tasks• Better document and information organization• Improved relationships with investors

“It’s been great working with Dynamo in a human relationship, and the system offers many opportunities,” Calvo said. “You can find things easily and quickly, and the infor-mation will always be there.”

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US: +1 866-439-6266Europe: +44 (0) 2017 193 3244APAC: (+65) 6681 6731

sales@dynamosoftware.com

www.dynamosoftware.com

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