CommonSubDoc vs. IMS Platform

CommonSubDoc

IMS Platform

1 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
CommonSubDoc	N/A	N/A	CSD platform offers a suite of features designed to transform fund management and investor relations. With a dedicated Deal Room and Tear Sheet, LPs are given access to essential information for informed decisions. The Digital Investor Onboarding simplifies the subscription lifecycle with e-Signatures, to make the process efficient. Customized Dashboards provide a holistic view of relevant data, enhancing decision-making. The solution is also used to automate Capital Call and Distribution…	N/A
IMS Platform	Score9 out of 10	N/A	Investor 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

CommonSubDoc

IMS Platform

No answers on this topic

No answers on this topic

Pricing Offerings
CommonSubDoc	IMS Platform
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

No setup fee

No setup fee

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User Ratings
	CommonSubDoc	IMS Platform
Likelihood to Recommend	- (0 ratings)	9.0 (1 ratings)

User Testimonials
	CommonSubDoc	IMS Platform
Likelihood to Recommend	Formidium Corp. No answers on this topic	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 Verified User Read full review
Pros	Formidium Corp. No answers on this topic	Investor Management Services (IMS) Investor Management K-1 Distribution New Investment Pages Clear Dashboards Customer Support Incentivized Verified User Read full review
Cons	Formidium Corp. No answers on this topic	Investor Management Services (IMS) Confusing UI (Hard to Use) Implementation Issues Missing Functionality Incentivized Verified User Read full review
Alternatives Considered	Formidium Corp. No answers on this topic	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 Verified User Read full review
Return on Investment	Formidium Corp. No answers on this topic	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 Verified User Read full review
ScreenShots	CommonSubDoc Screenshots