IMS Platform vs. Irwin

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
IMS Platform
Score 9.0 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
Irwin
Score 0.0 out of 10
N/A
Irwin is a software provider enabling capital markets professionals to build stronger relationships with the investment community. Irwin creates solutions for global public companies and their advisors to uncover new potential investors and shareholders, with the end goal of delivering better stakeholder awareness, higher trading volumes, and more stable share prices. Boasting comprehensive shareholder intelligence, Irwin helps inform strategic business decisions for global users. Irwin was…N/A
Pricing
IMS PlatformIrwin
Editions & Modules
No answers on this topic
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Offerings
Pricing Offerings
IMS PlatformIrwin
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
IMS PlatformIrwin
Top Pros
Top Cons

No answers on this topic

User Ratings
IMS PlatformIrwin
Likelihood to Recommend
9.0
(1 ratings)
-
(0 ratings)
User Testimonials
IMS PlatformIrwin
Likelihood to Recommend
Investor Management
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
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Irwin
No answers on this topic
Pros
Investor Management
  • Investor Management
  • K-1 Distribution
  • New Investment Pages
  • Clear Dashboards
  • Customer Support
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Irwin
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Cons
Investor Management
  • Confusing UI (Hard to Use)
  • Implementation Issues
  • Missing Functionality
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Irwin
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Alternatives Considered
Investor Management
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
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Irwin
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Return on Investment
Investor Management
  • Increased investor acquisition
  • Increase investor engagement
  • Saved significant time in managing investor
  • Massive time savings in K-1 distribution
  • High quality investor reporting system
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Irwin
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