Securely & Easily Share Documents With Your Investors
The IMS Platform includes a document management system, effectively a built in deal room, making it secure and easy for you to share documents with your investors and your internal employees. Documents are available to investors as part of the investor dashboard. It is easy to share documents with one investor, for example, their K-1s, and multiple investors, for example project specific data.
“IMS has become an integral part of our investor relationship building strategy. By providing our valued investors with the transparency and ease of communication that comes with 24/7 access to new deals, financial performance, and asset allocation, our team is able to focus its efforts on generating strong returns.”
“The team at IMS provided both an in-depth analysis and an overview of recommendations that quickly made us realize we could take our platform to the next level. Our new website and investor portal are cutting edge. We could not have designed our new website and investor portal without IMS.”