IMS Platform
IMS Platform
IMS Platform
Overview
What is IMS Platform?
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
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- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
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Product Details
- About
- Tech Details
What is IMS Platform?
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.
IMS Platform Technical Details
Operating Systems | Unspecified |
---|---|
Mobile Application | No |
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Reviews and Ratings
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Reviews
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March 14, 2021
Solid solution for investor management
The product is being used at several levels, specifically our acquisitions, asset management, accounting/tax, and executive departments. The functions that are being used vary. For instance, acquisitions and the executive department use the CRM and investor management. Primarily focused on acquiring new investors and presenting new investment opportunities. Asset management will use it for ongoing communication and investor reporting. Accounting and tax will use it extensively during tax season to distribute K1s.
- Investor Management
- K-1 Distribution
- New Investment Pages
- Clear Dashboards
- Customer Support
- Confusing UI (Hard to Use)
- Implementation Issues
- Missing Functionality
- Increased investor acquisition
- Increase investor engagement
- Saved significant time in managing investor
- Massive time savings in K-1 distribution
- High quality investor reporting system
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.