TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    CB Insights

    Score7.9 out of 10
    N/ACB Insights is a tech market intelligence platform that analyzes data on venture capital, startups, patents, and other data to predict market trends.N/A

    IMS Platform

    Score9 out of 10
    N/AInvestor Management Services (IMS) headquartered in Charlotte offers the IMS Platform, an investor relations management platform that provides a more transparent reporting and documenting process for investors, with distribution workflow and waterfall calculator as well as waterfall audit.N/A
    Pricing
    CB InsightsIMS Platform
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    CB InsightsIMS Platform
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details
    More Pricing Information
    User Ratings
    CB InsightsIMS Platform
    Likelihood to Recommend
    10.0
    (4 ratings)
    9.0
    (1 ratings)
    Support Rating
    8.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    CB InsightsIMS Platform
    Likelihood to Recommend
    CB Insights
    It is great for investment teams looking for new opportunities. Good for inside sales teams looking for well-funded clients.
    Incentivized
    Read full review
    Investor Management Services (IMS)
    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
    Read full review
    Pros
    CB Insights
    • Transparency - lets me separate the hype from the reality.
    • Real-time intelligence-packed reporting. The graphs and metrics they provide along with their perspectives allow anyone to apply their own understanding and reproduce a nearly identical perspective.
    • Their daily e-newsletter is chock full of intelligence presented in such a fun and entertaining way, it makes you want to pay for it too!
    Incentivized
    Read full review
    Investor Management Services (IMS)
    • Investor Management
    • K-1 Distribution
    • New Investment Pages
    • Clear Dashboards
    • Customer Support
    Incentivized
    Read full review
    Cons
    CB Insights
    • Might only suggest more corporate events
    Incentivized
    Read full review
    Investor Management Services (IMS)
    • Confusing UI (Hard to Use)
    • Implementation Issues
    • Missing Functionality
    Incentivized
    Read full review
    Support Rating
    CB Insights
    Very responsive and eager to maintain client relationships.
    Incentivized
    Read full review
    Investor Management Services (IMS)
    No answers on this topic
    Alternatives Considered
    CB Insights
    Better Pricing & Better ROI !
    Incentivized
    Read full review
    Investor Management Services (IMS)
    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
    Read full review
    Return on Investment
    CB Insights
    • Positive from the operational efficiency of getting this intelligence in a ‘breaking news’ format from this highly trusted resource.
    • Positive From the extensive, highly detailed reporting they do on both the markets that matter to us today, and those that are shifting so quickly that we should have them on our radar too.
    Incentivized
    Read full review
    Investor Management Services (IMS)
    • 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
    Read full review
    ScreenShots