Company Overview

Investor Management Services (IMS) is the leading investor management platform. The web-based IMS Platform provides automated Waterfall Distribution Processing, Investor Dashboards, CRM, Document Sharing, and Analytics. Founded by Rob Finlay in collaboration with growth equity investor, Summit Partners, 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 continue to do so to this day.

15 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.

Out of that identified need, IMS was built to free up valuable time and resources for real estate investment firms to focus on their core objective. Over time, our clients have been able to reallocate thousands of hours to activities that drive value and their investors have been delighted by the personalized dashboard and document delivery system.

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150+ Customers

20,000+ Investors

$10+ Billion In Equity

Senior Leadership

Chris Atkinson
Chief Executive Officer

Leigh Haydon
Vice President, Sales

Justin Helmig
Chief Operating Officer

Jason Kelley
Chief Financial Officer

Ron Rossi
Vice President, Analytics

Customer Success

Matt Lexow-Gray

Kallie Wicks

Meghan Drum

Ashley Kennally

Emily Royal

Ashly Sheild

Molly Walsh

Learn How IMS Will Help You Save Time and Resources

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