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Investor Management Services, LLC

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 Analytics. 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.

IMS was launched in 2015 with the vision to partner with CRE Operators to deliver unparalleled Investor Experiences while freeing internal expertise, time, and resources to focus on their core objectives. Over time, our clients have repurposed thousands of hours of activities that drive lasting value, and their investors have been delighted with personalized dashboards, 24/7 access to documents and history, and a mobile experiences for all of their CRE investments.
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Mission

To equip the Commercial Real Estate industry for the Next Generation Investor.... Read more

Values

Teamwork
No one wins alone

Recent Awards