Home / Investment & Valuation / Investor Management Services
Investor Management Services logo

Investor Management Services

Investor reporting and communication software.
Investment & Valuation Accounting & Finance
Visit Website → Compare
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
Visit Investor Management Services →

Investor Management Services FAQ

How much does Investor Management Services cost?

Investor Management Services does not publish pricing; it is quote-based. Contact the vendor for a quote.

Who is Investor Management Services for?

Investor Management Services is built for Fund Managers, Portfolio Managers, Investment Managers, Syndicators, Asset Managers, working with commercial, office, industrial, retail, multifamily, residential properties.

What are alternatives to Investor Management Services?

Popular investment & valuation alternatives include Argus by Altus Group, CREModels, Dealpath.

Deciding on Investor Management Services?
Visit Investor Management Services → Submit a correction or claim this listing

Similar Products

Argus by Altus Group

Industry-leading commercial real estate valuation and investment analysis software.

Dealpath

AI-powered deal management platform for commercial real estate investment teams.

Juniper Square

Connected technology and fund administration services for private markets GPs to scale their business.

Yardi

The global leader in AI-enabled property management and real estate investment software.

Popular Comparisons

VS

Argus by Altus Group vs Dealpath

Argus is the industry-standard DCF valuation engine; Dealpath manages the deal pipeline around it. Most institutional teams need both.
VS

Argus by Altus Group vs Juniper Square

Argus values the assets; Juniper Square manages the fund and its investors. GPs running institutional capital typically need both layers.
VS

Dealpath vs Juniper Square

Dealpath runs the acquisitions pipeline; Juniper Square runs fundraising and fund administration. They cover opposite sides of a GP's business.
Work at Investor Management Services? Get your "Listed on" badge

Add this badge to your website. It links straight to your listing here.

Listed on CRE Software Directory

<a href="https://cresoftware.tech/products/investor-management-services/"><img src="https://cresoftware.tech/img/badge.svg" alt="Listed on CRE Software Directory" height="36"></a>

Want more visibility? See Featured placement →