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Investor Management Services

Investor reporting and communication software.
Starting Price
Contact for pricing
Best For
Fund Managers, Portfolio Managers, Investment Managers, Syndicators, Asset Managers
Company Size
Mid-Market, Enterprise
Deployment
Mobile
Property Types
Commercial, Office, Industrial, Retail, Multifamily, Residential

About Investor Management Services

Investor Management Services (IMS), now part of RealPage Investment Management, is the leader in investment management software for commercial real estate firms and funds. The platform serves 550+ customers, 85,000 investors in 98 countries, and manages over $50 billion in equity. IMS helps firms elevate investor engagement through streamlined communications, faster capital raises, and market insights. Features include efficient targeted communication tools, self-service performance dashboards with KPIs and analytics, pipeline tracking and fundraising automation, automated waterfall calculations, custom statement generation, and a modernized investor experience portal.

✓ Pros

550+ customers and 85,000 investors in 98 countries
Manages over $50 billion in equity on the platform
Automated waterfall calculations save hours of manual work
Part of RealPage ecosystem with expanded data capabilities
Industry's first complete technology solution for investor management

✗ Cons

Enterprise pricing not publicly available
Integration into RealPage may require platform transition
Best suited for institutional firms, not individual investors

Who This Is For

Roles
Fund ManagersPortfolio ManagersInvestment ManagersSyndicatorsAsset Managers
Company Size
Mid-MarketEnterprise
Property Types
CommercialOfficeIndustrialRetailMultifamilyResidential

Investor Management Services Features

✦ Targeted Communication Efficient tools to engage current and prospective investors.
✦ Document Distribution Distribute deal documents, K-1s, and statements to investors.
✦ Investor Portal Self-service portal for investors to access performance data and documents 24/7.
✦ Electronic Signatures Digital signature capabilities for subscription agreements and deal documents.
✦ Performance Dashboards Self-service dashboards with KPIs, returns calculations, and analytics.
✦ Waterfall Calculations Automated waterfall distribution calculations with customizable structures.
✦ Custom Statements Generate custom investor statements with detailed financial breakdowns.
✦ Market Overviews Embedded market data for residential assets to understand market trends.
✦ Pipeline Tracking Track investor interest and commitments through the capital raise process.
✦ Fundraising Automation Streamline the equity raise process from marketing to closing.
✦ Investor CRM Manage investor relationships with integrated CRM capabilities.

Integrations

RealPage Financial SuiteVarious CRE platforms

Company Info

Company
IMS (RealPage Investment Management)
Founded
2013
Headquarters
Salt Lake City, UT
Employees
50-100
Funding
Acquired by RealPage
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