IMS Platform vs. Navatar

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
Navatar
Score 8.0 out of 10
N/A
Navatar is ta financial services cloud software of choice for alternative asset, asset management and wealth management firms from the company of the same name in New York. With over 600 clients across 35 countries, Navatar combines workflows for investor relations, deal management, virtual data rooms and company intelligence into one integrated cloud platform.N/A
Pricing
IMS PlatformNavatar
Editions & Modules
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Offerings
Pricing Offerings
IMS PlatformNavatar
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
IMS PlatformNavatar
Likelihood to Recommend
9.0
(1 ratings)
-
(0 ratings)
User Testimonials
IMS PlatformNavatar
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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Navatar
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Pros
Investor Management
  • Investor Management
  • K-1 Distribution
  • New Investment Pages
  • Clear Dashboards
  • Customer Support
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Navatar
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Cons
Investor Management
  • Confusing UI (Hard to Use)
  • Implementation Issues
  • Missing Functionality
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Navatar
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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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Navatar
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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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Navatar
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