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Investor Management Services Testimonials

  • "I love IMS because it has freed up hours and hours of my time, we do monthly distributions and I could not imagine doing them without the software now. With that free time, it’s allowed me to step up as an executive of the company and spend my time meeting with new prospects and investors."

    Amanda GardnerChief Financial Officer

  • “We work with 100+ high net worth individuals and distribute to them on a quarterly basis. Before IMS, I was doing waterfall calculations manually for multiple projects using a complex Excel file made up of more than 100 individual spreadsheets. Every quarter, I would spend a week calculating distributions. Now, through IMS, calculations are done automatically.”

    Ido BlattPrincipal
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    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.

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    4.7 / 5.0
    Customer References39 total
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    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.

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    4.7 / 5.0
    Customer References80 total
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    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 private investment landscape including: private equity and venture capital funds, real estate investment firms, hedge funds, endowments, pensions, foundations, prime brokers, funds of funds, family offices, and fund administrators.

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