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, 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

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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