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Investor Management Services Case Studies

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

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

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  • CrowdStreet
    Reference Rating
    4.8 / 5.0
    Customer References 21 total
    About

    CrowdStreet's Marketplace provides accredited investors with direct access to institutional-quality real estate investment opportunities operated by best-in-class firms. CrowdStreet's Sponsor Direct, is a private-label, SaaS solution which provides investment firms …

  • Dynamo Software
    Reference Rating
    4.7 / 5.0
    Customer References 80 total
    About

    Dynamo Software has provided industry-tailored, highly configurable investment management, reporting and data management cloud software solutions to the global alternative investment industry since 1998. Dynamo provides SaaS solutions across the …

  • InvestNext
    Reference Rating
    4.8 / 5.0
    Customer References 19 total
    About

    InvestNext believe that real estate is more than just an investment asset class. It’s the fabric of their society and communities, where people live, work, and build their futures. Their …

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