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

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, a boutique private equity firm focused on real estate, faced manual, time-consuming investor communications and distribution processes that relied on spreadsheets and phone notes. Seeking to scale without adding headcount and to support another $50–$100 million in capital, Bison turned to Investor Management Services for an investor management platform to automate distributions, centralize documentation, and deliver on-demand investor reporting.

Investor Management Services implemented a tailored portal with automated waterfalls, distribution processing, document uploads, and 24/7 investor dashboards. After onboarding 300 investors across 20 projects, Bison cut repetitive work (previously ~16 hours/month for distributions), streamlined delivery of nearly 600 K-1s, improved investor transparency and branding, and reallocated time and resources to scale the business.

Bison Capital Group

Shawn Brewer

Founder