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Investor Management Services Case Studies

  • Poe Companies, uses IMS to increase their number of investors, effectively scale the company, and continually provide a consistent, best-in-class investor experience

    Tina Walters Director of Investor Relations

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

    Adam Santos Vice President
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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 …

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  • Enlighted
    Reference Rating
    4.7 / 5.0
    Customer References 39 total
    About

    Enlighted is a leading proptech provider of IoT solutions at the intersection of people, space, and work. They offer a unique combination of cognitive environmental IoT sensors and lighting controls …

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  • Juniper Square
    Reference Rating
    4.8 / 5.0
    Customer References 149 total
    About

    Juniper Square empowers GPs and LPs to focus on building enduring relationships and exceptional investment opportunities. Our modern investment lifecycle management solutions empower GPs and LPs to connect and communicate …

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