Case Study: Poe Companies grows investor base and scales operations with Investor Management Services

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, an award‑winning real estate developer with over 36 years of experience and investors nationwide, faced rapid growth that their manual processes couldn’t support. Needing a real‑estate‑specific investor platform to scale and deliver a consistent, high‑quality investor experience, Poe Companies selected Investor Management Services (IMS) to replace manual workflows for project updates, K‑1s, annual reports and audits.

Investor Management Services implemented its IMS platform — including CRM, Distribution Waterfalls, Investor Dashboards and the Investment Wizard — to automate investor outreach, reporting and administration. The result: substantial time savings (“like having another person on board”), the firm exceeded its investor growth goals in recent months, can now meet rising demand while scaling, and has received uniformly positive feedback from investors, including those less comfortable with technology.

Poe Companies

Tina Walters

Director of Investor Relations