Solid solution for investor management
March 14, 2021
Solid solution for investor management

Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with IMS Platform
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.
Pros
- Investor Management
- K-1 Distribution
- New Investment Pages
- Clear Dashboards
- Customer Support
Cons
- 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.
Do you think IMS Platform delivers good value for the price?
Yes
Are you happy with IMS Platform's feature set?
Yes
Did IMS Platform live up to sales and marketing promises?
Yes
Did implementation of IMS Platform go as expected?
Yes
Would you buy IMS Platform again?
Yes
Comments
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