Investor Management Services Appoints SaaS Industry Veteran as New CEO and Announces Major Investment to Accelerate Platform Innovation

Investor Management Services Appoints SaaS Industry Veteran as New CEO and Announces Major Investment to Accelerate Platform Innovation

Former KnowledgeTree CEO joins IMS at a time of record growth and product validation

Investor Management Services (IMS), the award-winning software-as-a-service (SaaS) provider for commercial real estate owners and operators, announced today that Chris Atkinson has joined the company as CEO. Mr. Atkinson is a 20-year software veteran with a track record accelerating revenue growth and operational excellence. Mr. Atkinson replaces Robert J. Finlay, Chairman of the Board, who served as CEO since product inception in 2015.

To coincide with Mr. Atkinson’s appointment, IMS has raised additional capital to drive product investment and accelerate growth.  “We at Summit are thrilled with the speed and traction IMS has demonstrated in its first 18 months.  We sought an operational leader who has experience taking SaaS businesses to scale.  Chris is a clear fit for us with his passion, customer focus, and commitment to operational excellence,” Chris Dean, Managing Director of Summit Partners.


“We welcome Chris’s experience and leadership to the IMS community,” said Mr. Finlay. “Chris was clearly the top candidate to lead IMS as we scale the business. Chris brings depth in driving operational excellence and leading high-performing teams.  Most importantly, Chris shares a passion and commitment for customer success to guide our team forward.”

“We’re entering a market stage where technology platforms will disrupt the legacy methods of investor management,” said Mr. Atkinson.  “The manual limitations of couriers, email and spreadsheets are gone. The IMS platform gives an unfair advantage to our clients when compared to legacy off-line sponsors.  Founded, designed, and built by CRE industry veterans, IMS is the recognized leader for sponsors looking for competitive advantage in delivering a better experience to investors,” said Mr. Atkinson.  “I could not be more excited to join this high-caliber team at such an exciting time in Commercial Real Estate.”

Atkinson has experience leading and transitioning companies from startup into growth-stage. As CEO of KnowledgeTree, Chris guided the company to explosive revenue growth and award-winning product expansion. Prior to KnowledgeTree, Chris served as Executive Vice President and General Manager of StrikeIron, where he was responsible for the day-to-day management of the organization. In his tenure, StrikeIron averaged 68% CAGR. The 440% revenue growth from 2011 to mid-2014 led to its successful acquisition by Informatica. His nearly 20-year career includes executive management, general management, sales, marketing, and corporate development roles at Fortune 100 and venture-backed start-ups. Mr. Atkinson earned his Bachelor’s degree in Business Administration from the University of Connecticut and his MBA from the University of North Carolina at Chapel Hill.

About Investor Management Services

Investor Management Services, LLC offers cutting-edge software that helps commercial real estate owners manage their investors and assets. The platform features investor dashboards, document management, investor communications, distribution waterfall management, and live customer service. Learn more at or contact IMS at (704) 209-7511 or email us at

Media Contact:

John McDermott
Phone: 704.973.7396