BD Corporate vs. IMS Platform

It is well suited to get a snapshot of your current investor ownership and the ownership changes that are currently happening in your stock. It is also good as a platform in which you can update all your meetings and engagement and then search for the information in a very easy way.

Incentivized

In our specific use case we used IMS to manage the investor acquisition process and manage reporting going forward. Basically, it's a powerful, real-estate focused CRM that understands our pain points and issues. Additionally, it was cost efficient for our organization since we weren't using any of the waterfall technology, nor did we have extensive complicated ownership structures that we needed to import. We were essentially starting from the beginning, with very few implementation needs. In this situation, the software worked perfectly. We have been very happy with the service and technology. That said, if you have an extensive investor relations apparatus and need something that requires a tremendous amount of implementation (i.e. an entire, existing, investor management system) it may be a more difficult process

Incentivized

• Investor ownership.
• CRM system for inputting meetings and engagement.
• Targeting consulting.

Incentivized

• Investor Management
• K-1 Distribution
• New Investment Pages
• Clear Dashboards
• Customer Support

Incentivized

• Interface - the current dashboard is very "old" looking and could see improvement.
• Ease of use - the email distribution could be easier to navigate.
• Updating of investor contacts - the database is sometimes stale.

Incentivized

• Confusing UI (Hard to Use)
• Implementation Issues
• Missing Functionality

Incentivized

FactSet also provides you with investor ownership but does not provide a CRM platform for engagement input.

Incentivized

We evaluated IMS against Juniper Square and the Crowdstreet white label platform. IMS came to the top for us because of our specific use case (i.e. less implementation needs, primarily investor acquisition and investor management). Also, at the time, IMS was way more cost effective for the functionality that was offered compared to its immediate competitors

Incentivized

• Able to improve the overall investor ownership in our stock.
• Track the conference and meeting engagement to create a strategic outbound plan.

Incentivized

• Increased investor acquisition
• Increase investor engagement
• Saved significant time in managing investor
• Massive time savings in K-1 distribution
• High quality investor reporting system

Incentivized