Case Study: SPI Advisory accelerates capital raises with Investor Management Services

SPI Advisory, uses IMS to accelerate capital raises, to accommodate a larger number of investors, and to grow the firm

SPI Advisory, a Texas-based CRE firm, helps institutions and sophisticated investors identify and secure high-yield, tax-efficient multifamily real estate investments. Before working with Investor Management Services, SPI relied on manual document handling, back-and-forth reviews, and Google Sheets to track investor paperwork, while also lacking a proper client database.

With Investor Management Services and its Investor Dashboards, Document Management, and Distribution Waterfalls, SPI was able to organize investor data, speed up capital raises, and manage larger projects more efficiently. The firm says it increased raises from $8,000,000 to $12,000,000 and is expanding to its first 506(c) offering, with plans to reach $15-20,000,000 in the near term.

SPI Advisory

Jennifer Warder

Director of Operations