Mobile CRM

See how the the IMS Platform makes it easy to access your CRM contacts on the go. Call and email your investors with one click.
Easily Build Equity Structures and Waterfalls Video

Easily Build Equity Structures and Waterfalls Video

See how the the IMS Platform makes it easy to create cap tables, investment classes, and distribution
Investment Wizard Video

Investment Wizard Video

The Investment Wizard streamlines the investment process by enabling your investors easily view deal information, documents, invest funds
Investor Dashboards Video

Investor Dashboards Video

Provide your investors 24/7 access to a secure investor portal. The portal includes investor dashboards for project performance, document management
Distribution Processing Video

Distribution Processing Video

The IMS Platform drastically reduces the time and potential for errors in calculating distributions, even with the most complex waterfalls scenarios.
Invite to Invest Video

Invite to Invest Video

The IMS Platform dramatically simplifies the process to raise equity. The Invite to Invest feature enables you to directly invite investors into a deal with a streamlined workflow including electronic signature of documents.
CRM Advanced Search Video

CRM Advanced Search Video

The IMS Platform’s CRM system includes advanced search functionality to find the investors and contacts you are must interested in.
CRM Video

CRM Video

The IMS Platform includes a commercial real estate specific CRM system for managing investor and other stakeholder relationships.
Themes and Customization Video

Themes and Customization Video

The IMS Platform enables you to customize many aspects of the software to match your branding and desired metrics.
Investor Activity Analytics Video

Investor Activity Analytics Video

The IMS Platform enables you to understand how your investors are interacting with your investment opportunities with investor activity analytics.
Document Management Video

Document Management Video

The IMS Platform provides a secure, easy-to-use, document management system for sharing documents to your investors and employees.
Distribution Waterfalls Video

Distribution Waterfalls Video

Distribution Waterfalls, part of the IMS Platform, enables you to reduce errors and time in calculating your distributions.