Investor Management Services

Investor Management Services is the leader in the investor and investment management software space, providing the only all-in-one platform. The IMS Platform includes Investor Dashboards, Document Management, CRE-tailored CRM, and Waterfall Distribution Processing. Today, IMS has over 300 customers who have been able to reallocate thousands of hours back to value-add activities for their 43,000+ investors, delivering the transparency investors demand while reducing costs & adding back-end efficiencies.

Distribution Waterfalls: Eliminate Excel-based risk and manual processes. Automate workflows, calculate waterfalls, and reference historical investment and distribution data.

Investor Dashboard: Provide investors with transparency and 24/7 access to documents, performance metrics, and new equity raises.

CRM: Efficiently manage clients with all contact info for investors and entities in one place. Gain visibility into investor engagement.