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  • 4.8 / 5.0 (2207)
    21+ References
  • 4.7 / 5.0 (2565)
    39+ References
  • 4.8 / 5.0 (1688)
    Verified 151+ References

Investor Management Services Testimonials

  • “The value of IMS has come in the standardization of our communication - by using IMS templates for investor statements and CRM to communicate updates & emails to investors, we have already added a coat of polish to our investor relationships.”

  • “The IMS platform has been a tremendous value-add for our business to help us better communicate with our investors and provide a valuable platform that allows us to manage our data. The tools and partnership with IMS has helped us streamline our syndication process and provide a tool that distinguishes …

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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 …

  • 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 …

  • Juniper Square
    Reference Rating
    4.8 / 5.0
    Customer References 151 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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