Case Study: The Premier Companies achieves faster equity raises and streamlined investor communications with Investor Management Services

The Premier Companies, utilizes IMS to expedite, simplify, and automate the capital raise process

The Premier Companies, a commercial real estate firm overseeing over 2 million square feet across Maryland, Virginia, and DC, struggled with manual investor management—relying on mail, phone calls, email address books, and spreadsheets to track investments and communications. Seeking greater transparency, scalability, and a robust CRM, The Premier Companies selected Investor Management Services to provide an investor management software solution, including an online deal room and investor reporting tools.

Investor Management Services implemented its CRM, investor reporting, and automated online deal room, partnered closely on onboarding, and automated subscription tracking and documents. As a result, The Premier Companies completed their first raise through IMS within a week, significantly surpassed prior capital raises, gained the ability to communicate with investors at scale, and markedly improved professional branding and investor confidence.

The Premier Companies

Adam Santos

Vice President