Company Overview


Investor Management Services (IMS) is the first investor experience platform for commercial real estate firms to engage their investors and manage assets. The web-based IMS Platform provides automated Waterfall Distribution Processing, Investor DashboardsCRMDocument Sharing, and Analytics. We focus on creating investor transparency and engagement by providing performance dashboards, document dissemination, and a centralized location for new offerings. Spun out of QuietStream Financial, a collaboration of Rob Finlay and growth equity investor Summit Partners, IMS is the only complete solution for investor management.


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Disrupting an Antiquated Industry

Commercial Real Estate is one of the oldest industries in the US, yet it remains one of the last to fully embrace innovation and automation, to leverage the power of analytics, and to adapt to new advances in technology. Until now. IMS is disrupting the industry by partnering with forward-thinking CRE operators who seek operational / competitive advantages through technology and analytics.

Investor Management Services was created in response to an obvious void that was causing inefficiencies for private equity real estate firms. In 2000, Rob Finlay recognized the complications associated with defeasance contingencies in CMBS loans and successfully completed the first defeasance in the United States, then Canada. Commercial Defeasance established and led the industry and continues to do so to this day.

Fifteen years and thousands of transactions later, a very powerful and painful trend was identified with commercial real estate sponsors and owners – they were spending far more time than they wanted on non-core activities, such as distribution calculations, cash and document management, and investor relations and communications.

IMS was launched in 2015 with the vision to partner with CRE Operators to deliver unparalleled Investor Experiences while freeing internal expertise, time, and resources to focus on their core objectives. Over time, our clients have repurposed thousands of hours of activities that drive lasting value, and their investors have been delighted with personalized dashboards, 24/7 access to documents and history, and a mobile experiences for all of their CRE investments.

250+ Customers

30,000+ Investors

$16+ Billion In Equity

Senior Leadership

Chris Atkinson
Chief Executive Officer

Leigh Haydon
Chief Revenue Officer

Jason Kelley
Chief Financial Officer

Robert Cox
Chief Engagement Officer

Ron Rossi
Vice President, Business Development

Matt Lexow-Gray
Vice President, Customer Success

Andrew Jenkins
Vice President, Product

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