DYNAX Invest

BACKGROUND

Introduce your business and what you do there.

I’m an independent consultant and I provide development services to my clients.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with DYNAX Invest?

I hired them to help me create business plans and evaluations for some of my clients.

SOLUTION

What was the scope of their involvement?

One of the things they’ve done is to create a pitch deck, which is a marketing document that presents a business in an easy-to-read format as opposed to a detailed plan. They’ve also helped me by doing valuation assessments on how much a client’s development is worth.

What is the team composition?

I work with their business manager and two investment managers.

How did you come to work with DYNAX Invest?

I found them via online search and decided that they seemed reasonable based on reviews.

What is the status of this engagement?

We started working together sometime in 2018 and we’re still working together.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Their work has made my presentations more solid. It’s easier to market projects to the target audience, which has also improved my relationships with my clients.

How did DYNAX Invest perform from a project management standpoint?

They deliver everything on time and have been very accommodating as far as making sure they meet the specifications that my clients sent.

What did you find most impressive about them?

They’re very professional, they’re prompt with deliverables, and they listen well. They don’t try to dictate the workflow and they’re easy to get along with, which is important to me.

Are there any areas they could improve?

No. It seems like they’ve covered everything well.

Do you have any advice for potential customers?

Be straightforward about your needs and they’ll make it work.