IMS - Excellent Investor Platform

IMS has helped us communicate much more efficiently with our investors.

Pros

We have used IMS for 2 years or so and we have enjoyed working with IMS and their entire staff. The system gave us an affordable, efficient and very robust way to keep track of (CRM) our investors, raise money, make distributions, and communicate with our 100 plus investors.

Cons

I do not have any negatives to report regarding IMS.

Love our IMS Portal!

Great product! We reached out to other operators in the real estate syndication business and they said this is one of the top portals to use for investors.

Pros

Ease of use for us as admins and for our investors. We have had several compliments on how easy it is to find info about their investments and the documents associated with them. We also love the ability to have our investors do online signatures, very quick and easy.

Cons

So many features it may take some time before we learn what they are and how to use them, which is a good thing!

IMS Simply Did Not Work for Us

We made every effort to make IMS work for us. We even went so far as to pay for IMS personnel to come to our offices for a few days in order to see if they could really come to undersand what the needs of our family of funds were and how we could best deploy their system in support of our investor relations goals. In the end, we got a lot of lip service and promises for system enhancements, but IMS never delivered. Ultimately, we were compelled to terminate our contract and move to a different platform.

Pros

Price point was at the low end of market.

Cons

Ineffectual support. Platform would freeze or crash frequently. We were told this was due to our fund's "large size", which was, at the time, only 300 investors. System was not intuitive to use.

great software that is constantly getting better

It allows me to run lean and steam lines some of the most important back office components of my business.

Pros

It has allowed me to run my business without hiring a single coder or developer. The IMS support team is always helpful and great at passing on feedback to their development team. New features are consistently being added and existing ones are always improving.

Cons

There can be a bit of a learning curve but IMS-U as well as the support team is always helpful.

Great CRE Investor Portal

We are using IMS for investor reporting, secure document delivery and capital raising for new investment opportunities.

Pros

We are a small commercial real estate investment management company that focuses on value-add real estate deals for qualified investors. We needed a platform to enhance the investor experience and provide transparency to the operations of our investor's assets. IMS has worked very well in doing just that. In addition it offers the functionality of creating efficiency in future capital raises. We are very happy with our decision to go with IMS.

Cons

The setup of investors and assets in IMS is a touch cumbersome, but once uploaded and complete this is not an issue. This may also be a function of our small size and our lack of any in-house IT or admin personnel. This process was handled by the principal of the firm (me), who has limited technical background. The fact that we are able to get through the installation and upload process with only minimal problems can be considered a positive.