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Investor Management Services Case Studies

  • Great Lakes Capital Experiences “Refreshing” Onboarding with IMS

  • 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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  • Reference Rating
    4.7 / 5.0
    Customer References21 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 with online fundraising, digital marketing and investor management capabilities for their company website. Based in Portland, Ore., CrowdStreet was founded in 2013 by a team with deep experience in commercial real estate, finance, consumer Internet and software development.

  • Reference Rating
    4.7 / 5.0
    Customer References39 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 that connect to intelligent workplace experience apps, offering a singular, scalable, interoperable solution to address a spectrum of building, space, and productivity needs. Their customers leverage these solutions to enable occupant well-being, greater business efficiencies and momentum toward their sustainability goals.

  • Reference Rating
    4.7 / 5.0
    Customer References131 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 seamlessly across every interaction—from fundraising and investor operations to fund administration. Free your firm from the disjointed and siloed systems, operations, and processes keeping you from realizing the full potential of your partnerships. Purpose-built for the private markets, Juniper Square supports commercial real estate, private equity, and venture capital firms of all sizes, regardless of the number of investors or investment structure.

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