Investor Dashboards

Make Investor Satisfaction a Priority

Investors are core to your business and their expectations on transparency, availability, and responsiveness are only increasing. Investor Dashboards enable you to exceed your investors’ expectations while saving yourself time and resources.

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  • Fully white-labeled with your logos and colors to look like your website
  • Designed specifically for real estate investors 
  • Investors can view current investment positions and performance with selectable performance metrics
  • Easy access to distribution history
  • Document management system for providing project and investor specific documents and notifying investors of their availability
  • Invite to Invest, Investment Wizard, Deal Room, and investment workflows, including electronic signature via DocuSign, to streamline and accelerate new equity raises
  • Automated K-1 upload tool will parse and distribute K-1 forms to the appropriate investors. No more manual, error prone, envelope stuffing or individual emails
Investor Dashboard Highlights
  • View investment data and performance
  • View distribution data
  • Access investment documents
  • Investment Wizard
  • Deal Room
  • Execute investment documents via DocuSign
  • Single login for multiple profiles/entities
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“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.”

John Lustgarten - Chief Investment Officer - Summit Equity Investments

“[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.”

Jennifer Warder - Director of Operations - SPI Advisory

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