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.
“[Without IMS,] we would not have been able to grow as a company like we have. Without a database, we would have been stuck in such slow processes and unable to expand to a larger pool of investors.”
“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.”