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.
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Pricing
IMS Platform
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IMS Platform
Free Trial
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Free/Freemium Version
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Premium Consulting/Integration Services
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Entry-level Setup Fee
No setup fee
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Community Pulse
IMS Platform
Considered Both Products
IMS Platform
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Manager
Chose IMS Platform
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 …