Investor Management Services
13 Case Studies
Case Study: Optimus Properties cuts K-1 processing time nearly in half with Investor Management Services
A Investor Management Services Case Study
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 was struggling with a slow, error-prone process for distributing K-1s and other tax documents to investors — a manual workflow that required separating documents, mailing or emailing each investor, and handling frequent follow-up requests. They engaged Investor Management Services (IMS) to streamline delivery using IMS’s secure document distribution platform and investor dashboards.
Investor Management Services implemented bulk K-1 upload, automatic secure dissemination to each investor’s online dashboard, email notifications, and 24/7 on-demand downloads with no extra logins. As a result, Optimus Properties’ investor relations team cut the time spent on K-1s and related inquiries nearly in half — roughly a 40‑hour tax‑season time savings — freeing the team to focus on deals and value‑add tasks.
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Optimus Properties
Kamyar Shabani
Principal/Co-founder