QuietStream Financial launches Investor Management Services to improve investor relations

Charlotte, N.C. – QuietStream Financial, LLC, a diverse portfolio of commercial real estate companies, has launched a new business to serve the needs of commercial real estate sponsors looking for a more streamlined, efficient and effective platform for their fundraising and investor relations efforts.


Investor Management Services is a comprehensive platform for property sponsors who need to attract, engage and manage investors. IMS provides clients with customized investor dashboards, administrative support, investor accreditation and verification, disbursements and investor communications, marketing and a host of other services.

“We have solved a major flaw in the crowdfunding model by connecting sponsors with investors and eliminating the pain points commonly found in online solicitation and investor management,” says QuietStream Financial CEO Robert J. Finlay. “The true test of longevity and success for any sponsor is how well they engage investors and manage those relationships. Investor Management Services delivers on that promise by combining the latest technology with the expertise and support of a team of talented real estate practitioners.”

Investor Management Services works hand-in-hand with clients to attract investors to searchable investment opportunities featured on a secure portal available through a link placed on the client’s website. IMS clients can then engage prospective and existing investors with customized marketing materials, email campaigns, press releases and social media. IMS also leverages its commercial real estate and investment expertise to help clients manage relationships with investor accreditation and verification, regulatory compliance, online transaction processing, web-based document signing, periodic reports and other communications. Sponsors also gain access to account activity and other analytics via IMS’ online investor dashboard.

“We have created the most complete investor portal and sponsor toolkit available in the commercial real estate industry,” Finlay says. “We listened to our extensive network of commercial real estate professionals across the country and solved their biggest pain points. Investor Management Services holds enormous potential to save clients time, stress and money.”

To request a demo and learn more, visit http://imsmain.wpengine.com.

About Investor Management Services
Backed by the expertise of more than 100 QuietStream Financial real estate professionals and cutting-edge technology, Investor Management Services is a comprehensive suite of tools to attract, engage and manage commercial real estate investors. IMS solutions include investor dashboards, online transaction processing, live customer service, regulatory compliance, investor accreditation and verification, investor disbursements and communications, comprehensive marketing support and dozens of additional features. Learn more athttp://imsmain.wpengine.com.

About QuietStream Financial
QuietStream Financial is a national real estate services company headquartered in Charlotte, N.C. Founded by CEO Robert J. Finlay, QuietStream Financial is an innovative portfolio of businesses serving commercial real estate owners, investors, brokers and financial institutions. The company operates a portfolio of subsidiary businesses that provide a host of services, including finance, underwriting, due diligence, research, defeasance, crowdfunding, investor relations, regulatory compliance, marketing and other alternative asset management services. QuietStream Financial has more than $10 billion in assets under management and 100-plus employees. Learn more at http://www.quietstreamfinancial.com.