Investor Dashboards

Investor dashboards designed for commercial real estate investing.

Raise Equity Faster

Investors are core to your business, and their expectations on transparency, availability, and responsiveness are only increasing. Investor Dashboards, part of the IMS Platform, enable you to exceed your investors’ expectations while saving time and resources. With the IMS Investor Dashboard, your firm can accelerate capital raises with an online deal room, including digital deal documents, electronic signature automation, and historical performance records.

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  • Fully white-labeled solutions with logos and colors create a seamless experience for investors
  • An investment wizard guides investors through the capital raise process including e-signing documents
  • Visual dashboards allow investors to view current investment positions and performance metrics
  • Notifications update investors when new documents are added to their portal such as K-1s, Investor Statements, and Subscription Documents
  • Bulk upload feature makes it easy to update and reupload documents to portals whenever needed


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"Not only did we significantly surpass previous capital raises by syndicating through IMS, we completed our first raise in IMS within a week. This was due to various factors, the most important being the value proposition of the deal itself, but it was made possible by the IMS platform and technology."

Adam Santos - Vice President - The Premier Companies
white-labeled investor dashboards created for commercial real estate investing.

“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

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