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  • 4.8 / 5.0 (2174)
    21+ References
  • 4.7 / 5.0 (2517)
    39+ References
  • 4.8 / 5.0 (1637)
    Verified 149+ References

Investor Management Services Testimonials

  • “Setting timeline and client expectations in order to meet project deadlines was very clear.”

  • “Prior to IMS, I was doing everything by hand. Now that we are using the IMS Platform for waterfalls, I simply type in how much I want to distribute, click a button, and it’s pretty much done.”

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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 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 …

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