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

Great Lakes Capital Experiences “Refreshing” Onboarding with IMS

Great Lakes Capital, a South Bend–based private equity real estate firm working with nearly 100 LP investors, needed a fast, reliable onboarding for investor-management software after prior software initiatives had slipped schedules. They engaged Investor Management Services to implement its investor management platform and accelerate time-to-value while setting clear timelines and expectations.

Investor Management Services deployed its “contract-to-close” onboarding process — including implementation, data organization, training and Customer Success support — to align the platform with Great Lakes Capital’s workflows. The result: GLC was launched in 29 days, delivering a professional, collaborative implementation, faster access to investor and investment data, and a quicker return on their software investment.

Great Lakes Capital

Matt Powell

Director of Operations