Case Study: Sun Holdings Group achieves 92.5% faster waterfall calculations with Investor Management Services

Sun Holdings reduces time to calculate waterfalls by 92.5% with the IMS Platform

Sun Holdings Group, an innovative real estate investment and management firm with a global portfolio exceeding $500 million and 100+ LP investors, faced a time-consuming, error-prone process of calculating quarterly investor distributions using complex Excel workbooks. To eliminate manual risk and reduce workload, Sun engaged Investor Management Services and adopted the IMS Platform to automate waterfall calculations and investor reporting.

Investor Management Services audited Sun’s historical data, implemented IMS templates to automate waterfall rules, and enabled automated distribution calculations, notifications, and real-time reporting. The IMS solution cut distribution calculation time from one week to a couple hours per quarter—a 92.5% reduction—saving nearly a month of work annually, improving accuracy and audit trails, and freeing Sun’s team to focus on new investments.

Sun Holdings Group

Ido Blatt

Principal