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The IMS Platform - Features

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Investor Portal and Dashboards

Accelerate capital raises with an online deal room, including digital deal documents, electronic signature automation, and historical performance records.

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Customer Relationship Management (CRM)

Manage investor relationships at scale with a CRM tailor made for the CRE industry.

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Distribution Waterfall

Automate your workflows and while eliminating Excel-based risk and reducing manual processes.

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Document Management

Securely and easily share documents with your investors and your internal employees such as investment documents, K-1s, statements, and other reporting via the Investor Dashboard.

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Investor Statements

Sponsors can provide investors with transparency and access via statements that are customizable at scale onto an investor dashboard that is available on-demand, 24/7.

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Commitments and Capital Calls

Gauge interest before purchasing new assets or entering new marketplace by requesting and organizing commitments from investors. When ready to move forward, systematically call capital for the project based on prior commitments.

About Us

Investor Management Services, LLC was established by CRE owners, for CRE owners, with the help of CRE owners. Our goal is to provide commercial real estate and operators with a real estate investor 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 software for owners and their investors. We understand the difficulties and inefficiencies of what you do because we’ve done it too. Let us show you how we can help save you time, money and frustration.

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2201 Lakeside Blvd,
Richardson, Texas 75082