All of your contact information for investors and entities is in one place and available everywhere and anytime.

Updated contact information, either made by the investor or your team, will instantly be available in the CRM, investor dashboard and for distributions.

Understand how investors are interacting with your offerings and existing investments through tracking and notifications.


  • 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


  • Unifies data between CRM, investor dashboard, and back office.
  • Easily view each investor’s and other contact’s activities to see how, when, and how often they are interacting with your firm.
  • Associate investment management professionals or other contacts to an investor profile.
  • See all investment activity in one place, including asset type preferences, regional preferences, and investment criteria.
  • Streamline inviting investors to invest in new offerings with bulk emails.
  • Set tasks and take notes to ensure you have the full view of an investor or other contact and fulfill your commitments to them.

CRM At A Glance

CRM enables you to efficiently manage relationships with your investors and other stakeholders. All important information for your contacts will always be at your fingertips. Gone are the days of trying to find contact information by searching through emails, trying to remember which address is the correct one, and not having visibility into how engaged investors are with your firm.

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 CRM, the IMS Platform provides waterfall distribution processing, investor dashboards, and actionable analytics.

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
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 have 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 Vice President & Managing Member - MACC Venture Partners, LLC