Case Study: The Bendetti Company achieves scalable investor communications and timely reporting with Investor Management Services

The Bendetti Company, used IMS to automate manual processes so that they could effectively communicate with investors and scale the company

The Bendetti Company, a long‑established commercial real estate developer and manager in California and Nevada, faced a growth bottleneck: investor communications and distributions were handled manually, with the CFO compiling and mailing quarterly reports. To achieve scalability, transparency, and faster investor access to data and documents, Bendetti selected Investor Management Services' investor management platform (IMS) to replace its paper‑based processes.

Investor Management Services implemented the IMS platform, providing an online dealroom, self‑service investing, efficient waterfall distributions, and secure document sharing (e.g., K‑1s). IMS automated previously manual workflows, giving investors real‑time access to their investments and distribution history, saving hours of staff time compared to prior methods, improving professional branding, and increasing investor satisfaction.

The Bendetti Company

Aaron Weaver

Chief Financial Officer