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

Foulger-Pratt, used IMS to deliver a consistent and personalized investor experience at scale without having to grow their team

Foulger-Pratt, a long‑standing real estate investment and development firm, faced the challenge of scaling and formalizing its investor communication and engagement program without building a large investor relations team. To automate and institutionalize fundraising across friends-and-family and outside accredited investors, Foulger-Pratt turned to Investor Management Services (IMS) for an investor management platform featuring investor dashboards, online deal rooms, e‑signatures, and back‑office automation.

Investor Management Services implemented a modern, mobile investor experience—converting spreadsheet workflows into an electronic subscription process with investor dashboards, reporting, K‑1 processing, and batch distribution uploads. The IMS platform streamlined onboarding, saved the team time and resources, improved the subscription experience that investors “absolutely love,” and enabled Foulger‑Pratt to scale fundraising and raise equity faster without having to grow their team.

Foulger-Pratt

Nicholai Lazarev

Associate, Acquisitions