Investor Management Services (IMS) is the first investor experience platform for commercial real estate firms to engage their investors and manage assets. The web-based IMS Platform provides automated Waterfall Distribution Processing, Investor Dashboards, CRM, Document Sharing, and Investor Statements. We focus on creating investor transparency and engagement by providing performance dashboards, document dissemination, and a centralized location for new offerings. Spun out of QuietStream Financial, a collaboration of Rob Finlay and growth equity investor Summit Partners, IMS is the only complete solution for investor management.

Charlotte, NC