Investor Management Services B2B Case Studies & Customer Successes

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

Barratt Asset Management achieves automated, accurate waterfall distributions and saves over a month annually with Investor Management Services

Barratt Asset Management

Emilee Meyers

Director of Finance and Operations

Bison Capital Group achieves scalable growth and automated investor reporting with Investor Management Services

Bison Capital Group

Shawn Brewer

Founder

Foulger-Pratt achieves scalable, streamlined investor communications with Investor Management Services

Foulger-Pratt

Nicholai Lazarev

Associate, Acquisitions

Gelt Inc. achieves 83% time savings and scalable investor communications with Investor Management Services (IMS)

Gelt Inc.

Noelle Behnam

Investor Relations Manager

Great Lakes Capital achieves 29-day onboarding and rapid results with Investor Management Services

Great Lakes Capital

Matt Powell

Director of Operations

Optimus Properties cuts K-1 processing time nearly in half with Investor Management Services

Optimus Properties

Kamyar Shabani

Principal/Co-founder

Poe Companies grows investor base and scales operations with Investor Management Services

Poe Companies

Tina Walters

Director of Investor Relations

Prism Real Estate Services achieves automated investor statements and saves hours with Investor Management Services

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

Stable Development achieves greater investor transparency and record capital raises with Investor Management Services

Stable Development

Jared Dean

Director of Capital Markets

Sun Holdings Group achieves 92.5% faster waterfall calculations with Investor Management Services

Sun Holdings Group

Ido Blatt

Principal

The Bendetti Company achieves scalable investor communications and timely reporting with Investor Management Services

The Bendetti Company

Aaron Weaver

Chief Financial Officer

The Premier Companies achieves faster equity raises and streamlined investor communications with Investor Management Services

The Premier Companies

Adam Santos

Vice President

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