Case Study: Prism Real Estate Services achieves automated investor statements and saves hours with Investor Management Services

Prism Real Estate Services, used IMS Investor Statements to automate manual investor updates and save hours of valuable time

Prism Real Estate Services struggled with a manual, time-consuming process for calculating and emailing monthly investor distributions: investors with multiple deals received separate emails, reconciliations and questions consumed over 8 hours a month and generated heavy investor-relations call volume. To solve this, Prism adopted Investor Management Services and its IMS Investor Statements solution to automate investor communications and reporting.

Using Investor Management Services, Prism now publishes a branded monthly distribution summary with one click the day before distributions hit investor accounts; statements are uploaded directly to investor portals and provide clear performance insights. The change turned an 8+ hour task into minutes, has produced over 2,000 published statements without missing a month, and freed Prism to focus on new deals and higher‑value investor engagement.

Prism Real Estate Services

Aly Noland

Special Projects Manager