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Visit WebsiteBarratt Asset Management, uses IMS’s platform to automate their waterfall distributions, saving the team over a month of work every year
Barratt Asset Management
Emilee Meyers
Director of Finance and Operations
Investor Management Services
Investor Management Services was established by CRE owners, for CRE owners, with the help of CRE owners. Their goal is to provide commercial real estate owners and operators with a software solution that modernizes their business. They have united the expertise of seasoned real estate professionals with advanced technology to deliver a state-of-the-art online experience for owners and their investors. They understand the difficulties and inefficiencies of what you do because they have done it too.
Case Studies
Showing 13 Investor Management Services Customer Success Stories
How one client, Bison Capital Group, leverages IMS to save time and reallocate efforts and resources to be able to manage additional capital investments
Bison Capital Group
Shawn Brewer
Founder
Foulger-Pratt, used IMS to deliver a consistent and personalized investor experience at scale without having to grow their team
Foulger-Pratt
Nicholai Lazarev
Associate, Acquisitions
Save Time and Create Scalable Processes with IMS
Gelt Inc.
Noelle Behnam
Investor Relations Manager
Great Lakes Capital Experiences “Refreshing” Onboarding with IMS
Great Lakes Capital
Matt Powell
Director of Operations
IMS clients will process over 84,000 K-1s this tax season. Let our platform do the heavy lifting for you. Don’t take our word for it, see what our clients have to say!
Optimus Properties
Kamyar Shabani
Principal/Co-founder
Poe Companies, uses IMS to increase their number of investors, effectively scale the company, and continually provide a consistent, best-in-class investor experience
Poe Companies
Tina Walters
Director of Investor Relations
Prism Real Estate Services, used IMS Investor Statements to automate manual investor updates and save hours of valuable time
Prism Real Estate Services
Aly Noland
Special Projects Manager
SPI Advisory, uses IMS to accelerate capital raises, to accommodate a larger number of investors, and to grow the firm
SPI Advisory
Jennifer Warder
Director of Operations
Leverage Investor Transparency to Facilitate Trust and Increase Raised Capital
Stable Development
Jared Dean
Director of Capital Markets
Sun Holdings reduces time to calculate waterfalls by 92.5% with the IMS Platform
Sun Holdings Group
Ido Blatt
Principal
The Bendetti Company, used IMS to automate manual processes so that they could effectively communicate with investors and scale the company
The Bendetti Company
Aaron Weaver
Chief Financial Officer
The Premier Companies, utilizes IMS to expedite, simplify, and automate the capital raise process
The Premier Companies
Adam Santos
Vice President
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