Easily identify and reach out to the best investors using CRM and email marketing.

Streamline the investment process with tools that support public or private raises, deal room, document distribution, an investment wizard, and electronic document signature.

Seamlessly move from raising to closing to distribution with the org chart builder and waterfalls.

Modern, compelling experience to enhance your brand with your investor base.

Peter Slaugh

“Our firm had been on a two-year search for the right tech platform to support our 150+ list of investors without much success. What IMS has brought to the table is far and above any other platform we’ve seen in the market. Not only have our internal processes been simplified but our investors couldn’t be happier. I know first hand that the competition falls well short on all levels!”

Peter SlaughManaging Director - OpenPath Investments

  • Fully white-labeled with your logos and colors to look like your website
  • Investors can view current investment positions and performance with selectable performance metrics
  • Easy access to distribution history
  • Document management system for providing project and investor specific documents and notifying investors of their availability
  • Invite to Invest, Investor Wizard, Deal Room, and investment workflows, including electronic signature via DocuSign, to streamline and accelerate new equity raises
  • Automated K-1 upload tool will parse and distribute K-1 forms to the appropriate investors. No more manual, error prone, envelope stuffing or individual emails

Capital Raises At A Glance

When the clock starts on a new acquisition, you need a solution that expedites, simplifies, and streamlines the capital raise process so you can pull all the pieces together and close as quickly as possible. The IMS Platform dramatically reduces the time and effort required for you to raise equity including marketing the investment opportunity to your investors, distribution of deal documents, electronic signature of documents, and receiving funds.

The IMS Platform is award winning, web based, software for CRE owners to manage investors and assets. We provide commercial real estate owners and operators a software solution that modernizes their business. We have united the expertise of seasoned real estate professionals with advanced technology to deliver a state-of-the-art online experience for owners and their investors. We understand the difficulties and inefficiencies of what you do because we’ve done it too. In addition to capital raises, the IMS Platform provides investor dashboards, waterfall distribution processing, CRM, and actionable analytics.


  • Trusted by 150+ of the best and most notable CRE owners
  • Representing 20,000+ investors in 37 countries on 5 continents
  • $11,300,000,000+ in combined equity under management
  • $250,000,000+ raised in equity through our platform

Investor Dashboard Highlights

  • Private offerings

  • Public offerings

  • DocuSign integration

  • Deal Room

  • Investment Wizard

  • Invite to Invest

John Azar

“The IMS platform has been a tremendous value-add for our business to help us better communicate with our investors and provide a valuable platform that allows us to manage our data. The tools and partnership with IMS has helped us streamline our syndication process and provide a tool that distinguishes us and improve our brand within our community of investors and partners and we look forward to our continued success.”

John AzarExecutive VP and Managing Member - MACC Venture Partners