Improve investor relations with a full featured, white-labeled dashboard your investors can log into 24/7/365.

Reduce phone calls and emails from investors requesting documents. All documents, including K-1s, are available on the dashboards.

Expedite new equity raises with Invite to Invest, Investor Wizard, Deal Room, and automated investment workflow in dashboard.

Kamyar Shabani

“Our new website and investor portal are cutting edge. We could not have designed our new website and investor portal without IMS.”

Kamyar ShabaniPrincipal/Co-Founder - Optimus Properties

  • Fully white-labeled with your logos and colors to look like your website
  • 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, Investor 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 Dashboards At A Glance

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.

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


  • 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

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

John Lustgarten

“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 LustgartenChief Investment Officer - Summit Equity Partners