Raise and Call Capital Effectively and Efficiently
IMS allows you to plan, request, and collect commitments for new capital raises. This feature enables the sponsor to focus more on managing investor relationships by consolidating communication tasks and processing the commitments. Then, when you are ready to call capital, IMS allows you to notify investors of current capital needs, track incoming capital, and easily calculate outstanding capital.
Features
- Create commitment offering pages to provide investment details to potential investors
- Manage and track commitment requests
- Store electronic signatures and countersigning of commitments
- Configure email templates for communicating commitment requests and capital calls
- Track all capital being requested and received
- Provide access to your investors to view outstanding calls and balances
- Easily gather e-signatures on commitment documents that reflect the unique commitment amount per investor
- Distribute the goal amount to investors when asking for commitments with the simple click of a button
- Generate and distribute personalized capital call notices per investor
- Quickly record funds from investors as it is received and track capital raises in an organized spreadsheet
