IMS Platform vs. Nasdaq IR Insight

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

IR Insight is well suited for tracking investor interactions and basic analytic/reporting needs.

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

• User experience (device agnostic)
• Innovation/frequent product updates
• Responsive customer support

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

• Data accuracy
• Limited insight into trading activity
• Limited email functionality/integration

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

IR Insight is the most robust mobile friendly cloud-based solution we've seen. The competition is catching up but we've been pleased with the pace of innovation in the product.

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

• Saves us countless hours of events management. Over the last three years we've gone from 2 sell-side analysts to 12 and more than doubled our IR related travel. IR Insight is critical in our day to day operations.
• The integration with FactSet was a great addition...saved us $10K that would have been spent on a FactSet subscription.