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  • 4.8 / 5.0 (2160)
    21+ References
  • 4.8 / 5.0 (1613)
    Verified 149+ References
  • 4.8 / 5.0 (534)
    19+ References

Investor Management Services Case Studies

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

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

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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 …

  • 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 …

  • 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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