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  • 4.8 / 5.0 (2021)
    21+ References
  • 4.7 / 5.0 (2264)
    39+ References
  • 4.8 / 5.0 (1400)
    Verified131+ References

Investor Management Services Testimonials

  • "IMS has been able to accommodate our different types of clients ranging from institutions down to friends and family investors. It’s worked out really well and our investors are very happy with it and comment on the professionalism it’s brought to our new deals."

  • “Optimus Properties’ investor relations team reduced the amount of time spent dealing with K-1s, tax documents and investor inquiries nearly in half last year. The reduction in time is attributable to the cutting edge technology IMS provides, which enables our investors to access their investment details and documents within their personal dashboards. We expect a similar reduction in time this year, which allows our team to focus on deals and value add tasks.”

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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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