Charlotte, NC -- (ReleaseWire) -- 08/06/2019 -- Investor Management Services (IMS), a leading investor experience platform for commercial real estate owners and investment firms and a complete solution for investor management, has been announced as a member of the Yardi® Standard Interface Partnership Program. Yardi® is an industry-leading real estate management software technology provider for all types and sizes of real estate companies.

The Yardi Standard Interface Partnership Program uses a modern-service-oriented architecture to integrate industry-leading technology platforms with some of the most widely used processes and transactions in Yardi Voyager®. This enables IMS to collaborate with Yardi and leverage the open Yardi Voyager system and develop a standard API interface that drives direct integration with and a seamless exchange of data between Yardi Voyager and IMS.

Said Ron Rossi, VP of Business Development, "We are excited to work with Yardi and be able to provide these business process efficiencies to our mutual customers. The ability to quickly, easily, and securely push data from platform to platform gives our clients better insights and allows them to dedicate more time to value-add activities."

Participation in the Yardi Standard Interface Partnership Program enables IMS to continue executing on a strategy that leverages and integrates world-class technology solutions to drive innovation, add value, and streamline processes for clients.

About Investor Management Services (IMS)
Serving real estate investment firms, Investor Management Services (IMS) is a leader in the investment management software space providing an all-in-one platform. We enable our customers to better serve their investors while improving the efficiency of their firm. The IMS Platform includes an Investor Dashboard, Document Management and Sharing, Customer Relationship Management (CRM), Waterfall Distribution Processing, and Investor Statements. For more information, please visit https://www.imscre.com/.

About Yardi
Yardi® develops and supports industry-leading investment and property management software for all types and sizes of real estate companies. Established in 1984, Yardi is based in Santa Barbara, Calif., and serves clients worldwide. For more information on how Yardi is Energized for Tomorrow, visit yardi.com.

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Charlotte, NC -- (ReleaseWire) -- 07/11/2019 -- Investor Management Services (IMS), the leading investor experience platform for commercial real estate owners and investment firms, announced today that they have surpassed 500 customers, continuing to lead the CRE technology industry. This milestone was achieved through accelerated new business growth and exceptional retention of existing clients.

Said IMS CEO Chris Atkinson, "We wake up every day thinking about how we can enable our clients to provide a consistent, best-in-class experience to their investors – having that relationship founded on trust and transparency is so critical in today's climate. Hitting this key milestone validates the business value and how we go about partnering with our clients. We anticipate market demand will continue to accelerate through 2020, and as such, we will continue to invest in product, innovation, and people to scale and remain the market leader."

IMS also lead the industry with the following key results in Q2:

- Investor Adoption: 75,000+ investors across 98 countries
- Project Growth: 8,000+ CRE projects on the IMS Platform
- Reporting Automation: $676 Million in Q2 distributions validated using IMS
- Equity on Platform: $45 Billion EUM loaded on IMS

Continued Atkinson, "We've built an industry-leading business through proven technology that solves a clear need in market around creating a winning investor experience and exceeding investor expectations. IMS has consistently shown strong growth, and these key metrics demonstrate our ability to execute. IMS is a product-led growth story, and we will continue to invest in building out this platform."

In Q2, IMS also announced their inaugural IMS InSites: Trust & Transparency conference, which will be held May 4-6, 2020 in Charlotte, NC. "Earning the trust of 500 customers is significant, and we recognize our full potential to share best practices across the CRE industry. As such, we are excited to host IMS InSites, the industry's first investor management conference, and to provide attendees with valuable insights and strategies around leveraging technology to build investor trust and transparency. Our clients want the opportunity to engage with influencers and leaders from across the country, and this event will balance that networking with data-driven insights, best practices, and power user training sessions."

For more information on IMS InSites, visit: http://www.imscre.com/imsinsites

About Investor Management Services (IMS)
Serving real estate investment firms, Investor Management Services (IMS) is the leader in the investment management software space providing the only all-in-one platform. We enable our customers to better serve their investors while improving the efficiency of their firm. The IMS Platform includes an Investor Dashboard, Document Management and Sharing, Customer Relationship Management (CRM), and Waterfall Distribution Processing. For more information, please visit https://www.imscre.com/.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Charlotte, NC -- (ReleaseWire) -- 06/13/2019 -- Investor Management Services (IMS), the leading investor experience platform for commercial real estate owners and investment firms and the only complete solution for investor management, today announced plans for the commercial real estate industry's first investor management conference. The inaugural IMS InSites: Trust & Transparency conference will be held May 4-6, 2020 in Charlotte, NC. IMS InSites brings together commercial real estate professionals, thought leaders, influencers, and top technology providers from across the industry to provide those in attendance valuable insights and strategies around leveraging technology to build investor trust, effectively managing investor relationships, and driving back-office efficiencies.

IMS InSites addresses the challenges facing commercial real estate professionals in today's evolving marketplace and presents solutions to help sponsors create a best-in-class investor experience that exceeds investor expectations. Attendees will have the opportunity to network with industry peers, leaders, and influencers; engage in interactive training and best practice IMS product sessions; and get a sneak peek into new and upcoming IMS product features. Said Emma Grillo, Senior Associate at The Ardent Companies, "After attending two IMS Converge training events, I see how powerful these opportunities can be in helping us to leverage CRE technology to drive best practices and efficiencies across the Ardent team. The IMS InSites conference will create an even larger forum to share those best practices and learn from other leaders in commercial real estate, and I think it will be even more impactful."

"We are excited to continue to lead the market with regards to innovation, opportunity, and thought leadership, and this conference is just one more way that we are acknowledging and addressing market need. IMS InSites brings together the best of the best to provide actionable strategies that drive effective investor management, to share insights on the latest CRE trends, and to help the industry better leverage CRE technology," said Chris Atkinson, CEO of IMS. "The industry and investor expectations will only continue to evolve, and IMS InSites provides the time and place for industry experts and practitioners to share their key learnings, best practices, and forward-looking visions."

More information regarding sponsors, speakers, topics, and event registration details will be announced in the coming months. Visit http://www.imscre.com/imsinsites to sign up to be notified when registration opens or to apply for sponsorship.

About Investor Management Services (IMS)
Serving real estate investment firms, Investor Management Services (IMS) is the leader in the investment management software space providing the only all-in-one platform. We enable our customers to better serve their investors while improving the efficiency of their firm. The IMS Platform includes an Investor Dashboard, Document Management and Sharing, Customer Relationship Management (CRM), Waterfall Distribution Processing, and Investor Statements. For more information, please visit https://www.imscre.com/.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Charlotte, NC -- (ReleaseWire) -- 04/16/2019 -- Investor Management Services (IMS), the leading investor experience platform for commercial real estate investment firms, today reported highlights from the first quarter, ending March 31, 2019. With strong performance quarter after quarter, IMS remained the fastest-growing software platform in CRE, providing real-time investment data to over 65,000 LP investors worldwide.

Major milestones for the quarter include:

- Investor Adoption: 65,000+ investors in 98 countries (32% QoQ increase)

- Project Growth: 7,000+ CRE projects on the IMS Platform (13% QoQ increase)

- Reporting Automation: $400+ Million in Q1 Distributions validated using IMS

- Equity Investment: $39+ Billion in platform equity positions now on IMS
 
Said IMS CEO Chris Atkinson with regards to this explosive growth, "Today, more than 65,000 investors track their real estate holdings in real-time on their phone – that growth validates everything our clients believe around trust and transparency in private equity. This level of LP (limited partner) engagement dispels a long-held belief that real estate investors aren't interested in live data, and this level of investor access has become the standard for how firms earn and retain investors. The industry's best firms already know this, and we're proud to partner with them. We expect this level of growth and adoption to only increase as the industry rewards sponsors who offer transparency and leans away from those firms that remain on analog models."

IMS will continue to focus on customer experience and expectations as they move into Q2:

- Investing in talent: IMS continues to expand the team to scale along with the company's growth, and attracting and retaining top talent is a key priority (to see current listings, visit imscre.com/careers). Recent measures include relocating to brand-new best-in-class headquarters near Uptown Charlotte, active participation in career and recruiting fairs across the state, and implementing new initiatives to create an award-winning culture.

- Establishing strategic partnerships: IMS continues to execute on a partnership strategy that adds value and streamlines processes for clients. Integrations with complementary technologies provide both sponsors and investors with a seamless investing experience.

- Driving product innovation: In Q1, industry veteran Andrew Jenkins transitioned into the role of Chief Technology Officer at IMS, streamlining the product development process and enabling the team to execute on an ambitious product roadmap that addresses both market demand and expectations.
 
Continued Atkinson, "As part of a larger 3-year strategy, IMS has set the bar high to create a new technology category around the Investor Experience. We have had ambitious goals at IMS from the start, and our team consistently outperforms to exceed objectives. I'm excited to see IMS continue to lead the industry and drive innovation together with our clients."

About Investor Management Services (IMS)
Serving real estate investment firms, Investor Management Services (IMS) is the leader in the investment management software space providing the only all-in-one platform. We enable our customers to better serve their investors while improving the efficiency of their firm. The IMS Platform includes an Investor Dashboard, Document Management and Sharing, Customer Relationship Management (CRM), and Waterfall Distribution Processing. For more information, please visit https://www.imscre.com/.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Charlotte, NC -- (ReleaseWire) -- 04/09/2019 -- Investor Management Services (IMS), the leading investor experience platform for commercial real estate owners and investment firms and the only complete solution for investor management, has been accepted into the Forbes Business Development Council, an invitation-only community for senior-level sales and business development executives. Criteria for acceptance includes having a proven track record of successful business growth and industry impact.

Ron Rossi, Vice President of Business Development at IMS, joins other Forbes Business Development Council members, who are hand-selected, to become part of a curated network of successful peers and get access to a variety of exclusive benefits and resources, including the opportunity to submit thought leadership articles and short tips on industry-related topics for publishing on Forbes.com. Forbes Councils combines an innovative, high-touch approach to community management perfected by the team behind Young Entrepreneur Council (YEC) with the extensive resources and global reach of Forbes.

Said Ron Rossi, VP of Business Development, "We are excited to have the opportunity to join such a well-respected organization that is comprised of an elite group of industry peers. It is a true testament to IMS' growth and increasing impact over the past few years. This platform enables IMS to share our knowledge and resources and further establish ourselves as leaders in the industry. I look forward to sharing my unique perspectives and insights on trends in the commercial real estate industry and networking with my fellow members."

Scott Gerber, founder of Forbes Councils, says, "We are honored to welcome Ron Rossi into the community. Our mission with Forbes Councils is to curate successful professionals from every industry, creating a vetted, social capital-driven network that helps every member make an even greater impact on the business world."

About Investor Management Services (IMS)
Serving real estate investment firms, Investor Management Services (IMS) is the leader in the investment management software space providing the only all-in-one platform. We enable our customers to better serve their investors while improving the efficiency of their firm. The IMS Platform includes an Investor Dashboard, Document Management and Sharing, Customer Relationship Management (CRM), Waterfall Distribution Processing, and Investor Statements. For more information, please visit https://www.imscre.com/.

About Forbes Councils
Forbes partnered with the founder of Young Entrepreneur Council (YEC) to launch Forbes Councils, invitation-only communities for world-class business professionals in a variety of industries. Members, who are hand-selected by each Council's community team, receive personalized introductions to each other based on their specific needs and gain access to a wide range of business benefits and services, including best-in-class concierge teams, personalized connections, peer-to-peer learning, a business services marketplace, and the opportunity to share thought leadership content on Forbes.com. For more information about Forbes Business Development council, visit forbesbizdevcouncil.com. To learn more about Forbes councils, visit forbescouncils.com.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Charlotte, NC -- (ReleaseWire) -- 03/14/2019 -- Investor Management Services (IMS), the leading investor experience platform for commercial real estate owners and investment firms and the only complete solution for investor management, today announced the grand opening of its new headquarters, which will be celebrated with an invitation-only open house on Thursday, March 28th for employees, their family and friends, industry professionals, Lower South End neighbors, vendors, and partners. IMS will host additional open house events in the future, which will be open to the public.

IMS' new 10,700 sq. ft. space is located at 4001 Yancey Road in the lower South End neighborhood of Charlotte, NC. Formerly situated in the Ballantyne-area, this move was necessary due to the company's rapid business growth. IMS now boasts over 400 customers with more than 50,000 investors in 92 countries. With a plan to continue aggressive hiring, IMS hopes being physically closer to Charlotte's urban core will enable them to tap into the burgeoning pool of local talent. (To see current listings, visit the IMS Careers page on the website).

Said Melanie Popjes, Vice President of People Development, "People are our number one asset, and these new headquarters will help us to better accommodate the needs of our current employees and facilitate the future growth of our company." The new facility offers a variety of amenities, including an open workspace environment, spacious break area and lounge, fully-equipped gym, cross-functional collaboration spaces, and state-of-the-art conference rooms. The prime location also provides access to the LYNX Blue Line light rail, the Charlotte Rail Trail greenway, and one of the fastest-growing brewery and entertainment destinations in the city. Continued Popjes, "This new space validates the accelerated growth IMS has experienced over the last few years; demonstrates the level of commitment we have to our industry, our employees, and the community; and represents our dedication to upholding a collaborative and innovative work environment that will continue to drive our success."

About Investor Management Services (IMS)
Serving real estate investment firms, Investor Management Services (IMS) is the leader in the investment management software space providing the only all-in-one platform. We enable our customers to better serve their investors while improving the efficiency of their firm. The IMS Platform includes an Investor Dashboard, Document Management and Sharing, Customer Relationship Management (CRM), Waterfall Distribution Processing, and Investor Statements. For more information, please visit https://www.imscre.com/.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Strong company-wide performance and focus on customer value drives achievement of 400+ customers and $120 Billion AUM

Charlotte, NC -- (ReleaseWire) -- 01/24/2019 -- Investor Management Services (IMS), the leading investor experience platform for commercial real estate owners and investment firms and the only complete solution for investor management, today announced results for the fourth quarter and full year ended December 31, 2018. With the addition of 225 new clients in 2018, IMS now boasts over 400 customers.

Said Chief Executive Officer Chris Atkinson, "We delivered strong fourth quarter and full-year results by focusing on our customer experience. The demand curve in our market exceeded triple-digit growth again for 2018 as early adopters were joined by the early majority. Investor management software has shifted from a "nice to have" to a "must have" as sponsors look to streamline and ensure accuracy in their distributions and investor relations."

Atkinson continues on scaling IMS, "To meet robust demand, IMS hired 57 employees in 2018, 95% of whom add direct value daily to our product and/or customer. This talent investment further expands the value we deliver to customers."

Additional results for IMS in 2018 include the following:

. Investor Adoption: More than 50,000 investors in 92 countries across 5 continents making over 5,000 investments (66% YoY increase)

. Record Distributions: Distributions exceeding $3 Billion and $1.8 Billion distributed via IMS' proprietary cashflow model (144% YoY increase)

. Project Growth: Over 6,500 commercial real estate projects on the IMS Platform

. Investor Communications: More than 295,000 emails sent via the IMS CRM (664% YoY increase) and 100,000+ documents downloaded (602% YoY increase)

Added Leigh Haydon, Chief Revenue Officer, "In 2018, the CRE tech industry saw rapid innovation and growth. The significant increase in both our number of customers and usage speaks volumes to the market's clear validation of the IMS automated waterfall technology. And we loved seeing competitive platforms adding 150 customers to double in size, as well as follow IMS' lead and extend product investment toward waterfall automation – an area of the market that IMS pioneered. This just further validates our vision and the need for investor and investment management technology."

Commercial real estate professionals across the nation rely on IMS for investor and investment management. Throughout the year, IMS undertook several strategic initiatives to establish best-in-class processes and better position the company to drive new sales and support an influx of new customers, reducing implementation time by 71%:

. Hired 27 new Customer Success team members to enable faster customer onboarding and world-class service levels, including a team of Equity / Waterfall Analysts. (Hiring will continue in 2019; to see current listings, visit imscre.com/careers).

. Launched IMS University (IMSU), a multi-course training program to help customers onboard and ramp faster and start to see value sooner. With completion of IMSU, companies are eligible to receive the Trust and Transparency certification, visibly demonstrating their commitment to these values to prospective investors.

. Revamped and continue to develop an online Knowledge Base that delivers a curated customer experience, offering step-by-step articles, how-to videos, and best-practice guides in a single, easily accessible location. And to ensure customers are up-to-date on the latest product releases, features, and applications, IMS introduced a monthly customer webinar series.

. Debuted IMS Converge, a quarterly roadshow with interactive training sessions, product road map discussions, and networking opportunities in major cities across the country.

As a result of these efforts, IMS was able to double its Net Promoter Score, which is a reflection of customer experience and satisfaction, and earn industry-leading marks.

The company is ramping up to continue this growth in 2019 by relocating corporate headquarters to a new office that is closer to Charlotte's urban core, continuing to execute on a partnership strategy that adds value and streamlines processes for clients, and steadily increasing employee headcount.

Atkinson continued, "We are proud to have added over 225 new sponsors in 2018, while giving over 50,000 investors access to our game-changing technology. I commend the focus and execution of our entire team to break several previous records and exceed expectations. For IMS to continue to lead, we cannot look to other vendors within our space; our innovation and growth expectations most come from within. IMS is in position to continue this momentum and extend our market in 2019. With regards to product depth, integrated workflows, and data insights, this will be our strongest innovation year yet, and we look forward to partnering with other leading CRE firms and technology vendors."

About Investor Management Services (IMS)
Serving real estate investment firms, Investor Management Services (IMS) is the leader in the investment management software space providing the only all-in-one platform. We enable our customers to better serve their investors while improving the efficiency of their firm. The IMS Platform includes an Investor Dashboard, Document Management and Sharing, Customer Relationship Management (CRM), and Waterfall Distribution Processing. For more information, please visit https://www.imscre.com/.

 

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Charlotte, NC -- (ReleaseWire) -- 11/06/2018 -- Investor Management Services (IMS), the leading investor experience platform for commercial real estate owners and investment firms and the only complete solution for investor management, has been announced as an affinity program provider for CCIM Institute.

The CCIM Institute is commercial real estate's most influential professional organization and the industry's leading provider of professional training, with members closing $200 billion annually in commercial real estate deals. For 50 years, the Institute has been building opportunities through its respected education program, led by established practitioners and leading experts in investment strategy, financial analysis, and market analysis.

CCIM institute members have access to a global network of cutting-edge CRE technology providers, business tools, and educational and professional opportunities and are eligible for special members-only discounts. The addition of IMS to CCIM's affinity program enables CCIM members to leverage best-in-class CRE investor management tools to exceed investor expectations, save time and resources, and boost value for their firms. CCIM Institute members will receive a preferred rate for IMS' all-in-one solution, which over 350 customers rely on to help manage their 50,000 investors.

"We're excited to be joining as one of the newest members of CCIM's affinity program," says Leigh Haydon, Chief Revenue Officer of Investor Management Services. "IMS is ready to support CCIM members with a world-class solution for investor management and provide the efficiencies that enable more time to be dedicated back to value-add activities. Those CRE professionals will be able to use IMS to transform their firms and truly drive success."

To learn more about IMS' offers for CCIM members, please visit: https://www.ccim.com/member-benefits/additional-discounts/

About Investor Management Services (IMS)
Serving real estate investment firms, Investor Management Services (IMS) is the leader in the investment management software space providing the only all-in-one platform. We enable our customers to better serve their investors while improving the efficiency of their firm. The IMS Platform includes an Investor Dashboard, Document Management and Sharing, Customer Relationship Management (CRM), Waterfall Distribution Processing, and Investor Statements. For more information, please visit https://www.imscre.com/.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Charlotte, NC -- (ReleaseWire) -- 10/23/2018 -- Investor Management Services (IMS), the leading investor experience platform for commercial real estate owners and investment firms and the only complete solution for investor management, today announced strong 2018 third-quarter results, now boasting over 350 customers.

Major milestones for the quarter include:

- Investor Adoption: Over 49,000 investors in 92 countries across 5 continents
- Project Growth: More than 6,000 CRE projects on the IMS Platform
- Reporting Automation: Distributions exceeding $384 Million in Q3
- Equity Investment: Over $33 Billion in platform equity positions

Said CEO Chris Atkinson, "We've had ambitious goals at IMS from the start. This team has consistently outperformed even our stretch goals. Every department is achieving or exceeding their objectives, putting us on track for another record year across the board."

This success can be attributed to several internal initiatives to transform the culture to be more efficient and drive productivity. IMS has restructured several key areas of the company to support faster growth and scale appropriately, measures which have had a clear positive impact on company metrics.

IMS has also made it a priority to focus on talent, making key hires and investing in employee growth and development. As a result of these efforts, in Q3, IMS received awards for 2018 Best Places to Work by the Charlotte Business Journal, 2018 Top Workplace by the Charlotte Observer, and 2018 Best Places to Work by the Triangle Business Journal. Further, IMS announced new headquarters for Q1 2019 to support rapid growth and ongoing aggressive hiring and to attract and retain top talent.

Continued Atkinson, "If you step back to understand the innovation and disruption going on within FinTech today, we're just getting started on delivering the full potential of a world-class investor experience. We are taking the steps to be able to address those opportunities but also to provide a best-in-class workplace. Our employees are our number one asset and truly responsible for creating this opportunity together. We will continue to invest in our company and our team and look forward to another impressive quarter."

About Investor Management Services (IMS)
Serving real estate investment firms, Investor Management Services (IMS) is the leader in the investment management software space providing the only all-in-one platform. We enable our customers to better serve their investors while improving the efficiency of their firm. The IMS Platform includes an Investor Dashboard, Document Management and Sharing, Customer Relationship Management (CRM), and Waterfall Distribution Processing. For more information, please visit https://www.imscre.com/.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

IMS Relocating to Adaptive Re-Use Project Bowers in Lower South End

Charlotte, NC -- (ReleaseWire) -- 10/03/2018 -- Investor Management Services, the leading investor experience platform for commercial real estate owners and investment firms and the only complete solution for investor management, today announced plans to move its headquarters to a 10,700 sq. ft. space in the lower South End neighborhood of Charlotte, NC. The new headquarters will be located at 4001 Yancey Road in Bowers, a 73,500 sq. ft. adaptive re-use project that preserved a majority of the structures of the Bowers Fibers, Inc. textile business that operated there for over 70 years.

Headquartered in Charlotte, NC, IMS first opened a Ballantyne-area office in South Charlotte in 2014. In early 2019, the company will be relocating closer to Charlotte's urban core, a move that is necessary due to the company's rapid business growth. IMS has been aggressively hiring, with 50 new employees so far in 2018 across product development, customer success, sales, and people operations and steady hiring expected to continue into next year (to see current listings, visit the IMS Careers page on the website).

The decision to relocate to Bowers is based on the more centralized location and with a principal goal in mind: attracting and retaining top talent. Conveniently located at the intersection of Yancey and Old Pineville Roads, just south of the Scaleybark light rail station and just north of the I-77 South Tryon Street exit, Bowers is easily accessible from most anywhere in Charlotte. This space will enable IMS to tap into a burgeoning pool of local talent and increase employee benefits to include access to the LYNX Blue Line light rail, Charlotte Rail Trail jogging path, and the city's preeminent brewery and entertainment district.

Said CEO Chris Atkinson, "The decision to expand into a new space was a logical next step in our company growth strategy, and I don't think we could have found a better location. We are pleased to be able to stay in our home city of Charlotte, and with proximity to Uptown, this space gives us access to a rich pool of diverse talent and enables us to better accommodate the current needs of our employees."

The new office will have a contemporary design, state-of-the-art work areas, collaboration and networking spaces, and numerous other amenities. The open floor plan will promote teamwork, foster improved communication, boost operational efficiencies, and provide the opportunity to continue driving company growth and expanding the product. Continues Atkinson, "This new space is emblematic of our company's culture and values, demonstrating our ongoing commitment to transparency, collaboration, and innovation and fueling the continued growth of IMS".

IMS joins Artisanal Brewing Ventures/Brewers at 4001 Yancey, SentryOne, and Chef Alyssa's Kitchen at the White Point Partners-developed Bowers, which is now 100% leased. Liles Construction is completing the IMS buildout, and Cline Design is providing architectural and design services. Scott Wilson of Childress Klein represented White Point Partners, and John Christenbury of Cushman Wakefield represented IMS.

About Investor Management Services (IMS)
Serving real estate investment firms, Investor Management Services (IMS) is the leader in the investment management software space providing the only all-in-one platform. We enable our customers to better serve their investors while improving the efficiency of their firm. The IMS Platform includes an Investor Dashboard, Document Management and Sharing, Customer Relationship Management (CRM), and Waterfall Distribution Processing.

For more information, please visit https://www.imscre.com/.

About White Point Partners
White Point Partners is a private real estate investment firm that specializes in the acquisition and development of value-add multifamily, office and retail opportunities throughout the southern U.S. We target investments in the leading 18-hour cities of this region, as these markets exhibit some of the country's most compelling population and economic growth dynamics. Utilizing in-depth market knowledge, an extensive network and entrepreneurial approach, we can pinpoint unique opportunities. Our approach to investing is governed by integrity, and we believe that it is instrumental to success – both our own and that of our partners.

Visit: whitepointpartners.com.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

IMS receives Real Estate Marketing Award for superior thought leadership

Charlotte, NC -- (ReleaseWire) -- 09/19/2018 -- Investor Management Services (IMS), the leading investor experience platform for commercial real estate owners and investment firms and the only complete solution for investor management, announced today that it has been recognized for its thought leadership efforts and has received The News Funnel #REMAS award for Best Real Estate Company Blog.

The Real Estate Marketing Awards (#REMAS) is a creative competition to honor marketing efforts by leading individuals and companies in the real estate industry. Nominees were judged based on criteria including goal of the marketing program, ability to fulfill mission, quality of content, and distribution strategy, and winners were selected for their ability to consistently execute excellent work and push the field forward.

Said Shelley Cernel, Director of Marketing at IMS, "We strive to create high-quality, educational content for our customers, our prospects, and the industry at large. This award acknowledges the success of those efforts, and we look forward to continue reporting on commercial real estate industry trends, challenges, and best practices."

This accomplishment speaks to the development of the market, as CRE professionals strive to stay up-to-date on current and forecasted industry trends. IMS drives innovation in the industry, such as with the continued advancement of the Proprietary Cash Flow Modeling tool and partnerships with companies like RealCrowd, and is now a leader in providing educational and high-value content, setting the bar for other CRE tech companies. As evidence, IMS continues to experience significant month-over-month and year-over-year growth.

To learn more about IMS' award-winning blog, please visit: https://www.investormanagementservices.com/resources/blog/.

About Investor Management Services (IMS)
Serving real estate investment firms, Investor Management Services (IMS) is the leader in the investment management software space providing the only all-in-one platform. We enable our customers to better serve their investors while improving the efficiency of their firm. The IMS Platform includes an Investor Dashboard, Document Management and Sharing, Customer Relationship Management (CRM), and Waterfall Distribution Processing. For more information, please visit https://www.imscre.com/.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Raleigh, NC -- (ReleaseWire) -- 08/09/2018 -- Investor Management Services (IMS), the leading investor experience platform for commercial real estate owners and investors and the only complete solution for investor management, announced today that it has been named to Triangle Business Journal's 2018 list of Best Places to Work, an award that recognizes companies that keep employees top of mind and create a positive work environment through superior benefits, policies, and practices.

"It is a great honor to be named one of the Best Places to Work in the Triangle and to be ranked alongside such high caliber companies in the area," said Melanie Popjes, Vice President of People Development.

IMS was named one of the top 50 places to work in the Triangle-area based on criteria including communication and resources, individual needs, manager effectiveness, personal engagement, team dynamics, and trust in leadership. While headquartered in Charlotte, NC, IMS opened a new Raleigh office in 2017 to support aggressive hiring plans for engineering, sales, and business analysts and to tap into the rich pool of tech talent in the Raleigh-area. In the employee-based surveys conducted by third-party service Quantum Workplace, employees cited benefits including self-managed paid time off, an on-site fitness center, 401k matching, and free meals and snacks in the office.

IMS has a very ambitious goal of creating and defining a new category that delivers a best-in-class investor experience and renews investor confidence in private equity, and early on, it became clear that top talent was essential to that strategy. Over the last six months, the company has focused on initiatives to recognize and reward valuable contributions, to cultivate stronger coworker relationships, and to provide perks that meet employees' evolving needs. Said Popjes, "We have made creating a best-in-class culture a strategic priority so that we can attract and retain top-notch employees – people are, after all, our number one asset. This award is a true testament to the steps we have taken to develop a workplace where people feel challenged, engaged, and valued and where they feel excited about coming to work every day."

IMS is still rapidly expanding and plans to continue hiring and developing top talent in the Raleigh-Durham area. To see current listings, visit the IMS careers page on the website.

About Investor Management Services (IMS)
Serving real estate investment firms, Investor Management Services (IMS) is the leader in the investment management software space providing the only all-in-one platform. We enable our customers to better serve their investors while improving the efficiency of their firm. The IMS Platform includes an Investor Dashboard, Document Management and Sharing, Customer Relationship Management (CRM), Waterfall Distribution Processing, and Analytics.

For more information, please visit https://www.imscre.com/.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

IMS continues to see dramatic growth through expansion and partnership initiatives

Charlotte, NC -- (ReleaseWire) -- 07/25/2018 -- Investor Management Services (IMS), the leading investor experience platform for commercial real estate owners and investment firms and the only complete solution for investor management, announced today that it continues to experience significant growth in its second quarter of FY 2018. IMS reports 96.5% YoY growth in Q2 and now has well over 300 customers.

This demand enabled the company to set records in several other key growth metrics:

- Investor Adoption: More than 43,000 investors in 90 countries across 5 continents
- Project Growth: Over 5,400 commercial real estate projects on the IMS platform
- Equity Investment: Platform equity positions exceeding $28 Billion

This momentum speaks to significant market opportunity and demand for innovative investor experience technology. Chris Atkinson, CEO of Investor Management Services, states, "Our significant growth reflects our ability to exceed investors' expectations for how they want to manage their investors. This market is expanding and evolving quickly, and our ability to adapt is evident in the numbers." Strategic in-quarter partnerships with complementary technologies, such as RealCrowd, provide real estate sponsors and their investors with a seamless and integrated end-to-end process for raising capital online and managing investors throughout the lifecycle of their transactions, adding further value for clients. IMS also continues to drive innovation in the industry with further advancement of the Proprietary Cash Flow Modeling tool, which now accounts for most distribution scenarios, complex hurdles, catchups, and fees on a complete GP to LP entity level.

To support these notable successes, IMS continues to invest in top talent, with over 35 new employees in product development, customer success, sales, and people operations in 2018. Steady hiring will continue through the end of the year (to see current listings, visit the IMS Careers page on the website). Says Chris Atkinson, "This remarkable growth means we need to continue scaling the company so that we can keep providing our clients with that innovative, best-in-class investor management solution that they have come to expect. And that is something that we are all onboard with."

About Investor Management Services (IMS)
Serving real estate investment firms, Investor Management Services (IMS) is the leader in the investment management software space providing the only all-in-one platform. We enable our customers to better serve their investors while improving the efficiency of their firm. The IMS Platform includes an Investor Dashboard, Document Management and Sharing, Customer Relationship Management (CRM), Waterfall Distribution Processing, and Analytics. For more information, please visit https://www.imscre.com/

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Charlotte, NC -- (ReleaseWire) -- 05/15/2018 -- Investor Management Services (IMS) and RealCrowd are teaming up to meet the growing needs of their respective clients, aiming to provide a seamless end-to-end process for raising capital online and managing investors throughout the life cycle of their transactions.

IMS, the leader for commercial real estate firms to manage their investors and assets and the only complete solution for investor management, identified a best-in-class partner in RealCrowd, the leader in real estate equity crowdfunding, providing access to quality real estate investments across the nation. Commercial real estate sponsors and their investors will have a seamless and integrated online experience during the fund-raising process through the full lifecycle of the investment.

"By establishing a partnership with RealCrowd, our clients will have access to an investor base throughout the world that they would not otherwise have a relationship with," says Ron Rossi, Vice President of Business Development at IMS. "CRE sponsors have had continued success with crowdfunding, and the execution is very efficient – especially when working with a team like RealCrowd that has deep real estate and finance experience."

"The expectations and demands in the industry have changed; crowdfunding is no longer viewed as an experiment on the side but has become an integral part of the overall capital stack," adds Adam Hooper, CEO of RealCrowd. "Investors will continue to allocate capital to real estate and expect access to transparent reporting of their investment performance through IMS' investor portal."

The commercial real estate industry has benefited tremendously from the JOBS Act as well as the demographic shift of investors. The internet and crowdfunding have disrupted the industry and have enabled individuals to invest in real estate, startups and businesses. Millennials, the most tech-savvy generation, make up the largest percentage of the overall investor base. They demand transparency and access to data in real-time.

RealCrowd and IMS are meeting these demands and transforming the real estate industry through innovation that adds value to our respective clients.

About Investor Management Services (IMS)
Serving real estate investment firms, Investor Management Services (IMS) is the leader in the investment management software space providing the only all-in-one platform. We enable our customers to better serve their investors while improving the efficiency of their firm. The IMS Platform includes an Investor Dashboard, Document Management and Sharing, Customer Relationship Management (CRM), Waterfall Distribution Processing, and Analytics.

For more information, please visit https://www.imscre.com/.

About RealCrowd
RealCrowd is a private, secure, and simple-to-use online platform for accredited investors to access, review, and invest in commercial real estate opportunities across the nation. Using the platform, investors have had opportunities to invest in over $4.5 billion of commercial real estate. Investors can inspect offerings and materials, such as legal documents and due diligence items, allowing them to make informed investment decisions in what is widely considered one of the greatest wealth creation tools on the planet.

For more information, please visit https://www.realcrowd.com/.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Charlotte, NC -- (ReleaseWire) -- 05/02/2018 -- Investor Management Services (IMS), the leader in software for commercial real estate firms to manage their investors and assets and the only complete solution for investor management, and VENTURE.co, a registered broker-dealer with technology solutions tailored for how securities professionals, advisors, issuers, and sponsors attract and retain investors, announced today that they have entered into a strategic partnership. This alliance will deliver best-in-class technology to VENTURE.co's clients, along with capital raising through a registered broker-dealer for IMS' clients.

Real estate accounts for over $100B in the private investing marketplace, yet only a small fraction of this activity has moved online. At the same time, long-standing federal rules have changed, now allowing General Solicitation. The combination of technology and business services offered by IMS and VENTURE.co address challenges faced by real estate deal sponsors and issuers seeking to realize the opportunity of General Solicitation, while remaining compliant with federal and states securities law.

"We set a goal for 2018 to form partnerships with firms that add value and streamline processes for our respective clients. In partnering with VENTURE.co, CRE sponsors will be able to market investment opportunities to a very sophisticated investor base through their private capital markets platform, resulting in an efficient and seamless transaction," said Ron Rossi, Vice President of Business Development at IMS.

"We see significant opportunities for our technology to enhance how investments in real estate are acquired and managed. While we have focused on developing best-in-class transaction solutions alongside our FINRA-registered broker-dealer, IMS has focused on simplifying complex investor distribution and reporting needs in real estate transactions. This potent integration yields the leading marketing, transaction processing, and investment management suite," said Aaron Pollak, CEO and Co-Founder of VENTURE.co.

About Investor Management Services (IMS)
Serving real estate investment firms, Investor Management Services (IMS) is the leader in the investment management software space providing the only all-in-one platform. We enable our customers to better serve their investors while improving the efficiency of their firm. The IMS Platform includes an Investor Dashboard, Document Management and Sharing, Customer Relationship Management (CRM), Waterfall Distribution Processing, and Analytics.

For more information, please visit https://www.imscre.com/.

About VENTURE.co
Headquartered in Burlington, Vermont and with offices in Midtown Manhattan, VENTURE.co Holdings, Inc. is a financial services company focused on providing alternative investment solutions. VENTURE.co Holdings, Inc. includes subsidiaries that specialize in facilitating private placements and providing technology solutions. VENTURE.co Holdings, Inc. is the parent company of VENTURE.co Brokerage Services, LLC, a registered broker-dealer (Member, FINRA/SIPC) and VENTURE.co Technologies, LLC, a technology services provider.

For more information, please visit https://www.venture.co/.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

IMS Q1 results highlighted by sales growth, significant client wins, and new partnerships

Charlotte, NC -- (ReleaseWire) -- 04/13/2018 -- Investor Management Services (IMS), the industry's first investor experience platform for commercial real estate firms to manage their investors and assets, today announced record results for the first quarter ended March 31, 2018. Said Chris Atkinson, CEO of Investor Management Services, "IMS disrupted the CRE industry in 2017 while adding over 300 'early adopter' new clients; we're now experiencing an acceleration phase as 'early majority' CRE firms prepare for higher investor expectations related to mobile, reporting, and always-on access to investment performance data. We have a world-class team, a solid strategy, and a technology platform that is proven to transform how business is done."

IMS Q1 highlights for 2018 include:

- Investor Adoption: More than 35,000 investors in 37 countries across 5 continents

- Project Growth: Over 5,000 CRE projects on the IMS platform

- Reporting Automation: 27,000+ K1s loaded within the quarter, resulting in client distributions totaling $224M

- Equity Investment: Over $23.5B in platform equity positions

To support this success, IMS launched several key client investments:

- Hired eight new Customer Success team members to enable faster customer onboarding and world-class service levels. (Hiring will continue through Q2; to see current listings, visit the IMS careers)

- Announced a newly revamped online Knowledge Base that delivers a curated customer experience with vast amounts of information, videos, and guides in a single location. New and returning customers can expect streamlined access to documentation, how-to videos, product education, and more.

- Introduced a new monthly customer webinar series that keeps clients up-to-date on the latest product releases, provides application examples and fresh ideas for fitting IMS into the workflow, and opens the floor for client discussion and debate.

IMS continues to pursue a partnership strategy in 2018 that adds value and streamlines processes for clients, providing customers with a best-in-class business experience. Key partnership announcements for Q1 include FITECH, a real estate technology solutions firm that provides consulting and end-to-end technology services for the real estate industry, and Xcalar, a Silicon Valley-based Big Data analytics company.

"We're excited to collaborate and partner with other industry leaders to create a superior client experience. You can expect IMS to continuously explore and deliver new ways to make day-to-day operations easier for our customers. Stay tuned for more exciting partner announcements around data analytics and software integrations as we move into Q2," said Ron Rossi, VP of Business Development.

About Investor Management Services
Serving real estate investment firms, Investor Management Services (IMS) is the leader in the investment management software space providing the only all-in-one platform. We enable our customers to better serve their investors while improving the efficiency of their firm. The IMS Platform includes an Investor Dashboard, Document Management and Sharing, Customer Relationship Management (CRM), Waterfall Distribution Processing, and Analytics. 

For more information, please visit http://www.imscre.com.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Charlotte, NC -- (ReleaseWire) -- 03/13/2018 -- Xcalar, Inc., (www.xcalar.com), a fast-rising Silicon Valley-based Big Data analytics company, today announced teaming up with Investor Management Services (IMS), the leader in software for commercial real estate firms to manage their investors and assets and the only complete solution for investor management, to provide IMS' Advanced Analytics clients with actionable insights to enhance the performance of their real estate properties and identify other opportunities for improvement.

"IMS customers continue to drive operational excellence using the power of insight from data. We chose Xcalar's next generation platform to meet the tremendous growth we are having at IMS and to enable our Advanced Analytics team to deliver predictive analytics through Machine Learning (ML) and Artificial Intelligence (AI) to our clients," said Chris Atkinson, CEO of IMS. "Once a client gets out of static spreadsheets, they look to do more with their live data streams. A technology of this magnitude positions us for continued innovation with a partner that is best in class when it comes to business intelligence."

With Xcalar, IMS can integrate and display disparate data sources in an actionable form, providing clients and their investors complete visibility into real time revenue and expenses and enabling them to more effectively manage the performance of properties, make data-driven decisions about those properties, and attain higher returns.

"IMS is in a unique position to transform how investors receive meaningful information to track and optimize their investments in commercial real estate," said Rebecca YE, Xcalar Co-founder and COO. "By using Xcalar's Data Platform, IMS is able to simplify the ingest of a variety of data sources, such as reports and documents, for discovering faster insights and improving customer experience."

Together, IMS and Xcalar are disrupting the big data space as they apply modern analytics to the CRE market and look to continue that growth in 2018 and beyond.

About IMS
Serving real estate investment firms, Investor Management Services (IMS) is the leader in the investment management software space providing the only all-in-one platform. We enable our customers to better serve their investors while improving the efficiency of their firm. The IMS Platform includes an Investor Dashboard, Document Management and Sharing, Customer Relationship Management (CRM), Waterfall Distribution Processing, and Analytics.

For more information, please visit http://www.imscre.com.

About Xcalar
Xcalar (@xcalarinc) provides an open and extensible cloud-scale analytics platform. Its powerful suite of products for data engineering, data science, scale-out data warehousing, and ad-hoc analytics scales to hundreds of nodes, thousands of users, and petabytes of data, on-cloud and on-premises.

More information is available at http://www.xcalar.com.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Charlotte, NC -- (ReleaseWire) -- 03/07/2018 -- Investor Management Services (IMS), the industry's first investor experience platform for commercial real estate firms to manage their investors and assets and the only complete solution for investor management, and FITECH (http://www.FITECHllc.com), a real estate technology solutions firm that provides consulting and end-to-end technology services for the real estate industry, announced today that they have entered into a strategic partnership. In becoming an FTPartner, IMS is recognized as being a best of breed in the industry.

This mutual partnership allows IMS clients to tap into FITECH's extensive network of technology providers, seamlessly incorporating process efficiencies into their day-to-day business, and allows FITECH clients to access the power of an all-in-one investor management software solution. Additionally, FITECH will be authorized to implement IMS software to FITECH clients throughout the US, as well as to service other IMS client needs.

"We are excited about this opportunity to partner with FITECH," said Chris Atkinson, CEO of IMS. "Partnering with an industry-leading organization such as FITECH will ensure your clients achieve the full potential of integrating all data sources across their operation. FITECH is a great partner for IMS, as they are every bit as dedicated to enhancing the investor experience."

"FITECH has been following IMS closely for some time now and are proud to partner with such a cutting edge technology that has created significant value for the real estate industry," said Ian Marlow, CEO of FITECH. "There is a lot of synergy between FITECH and IMS, and we look forward to providing a platform to our clients that will allow them to maximize the value of their portfolios."

With a joint co-marketing agreement also in place, respective clients and commercial real estate professionals will be able to benefit from webinars and other exclusive content that leverages FITECH's vast knowledge of the real estate industry and IMS' experience in creating an all-in-one investor management platform.

About IMS
Serving real estate investment firms, Investor Management Services (IMS) is the leader in the investment management software space providing the only all-in-one platform. We enable our customers to better serve their investors while improving the efficiency of their firm. The IMS Platform includes an Investor Dashboard, Document Management and Sharing, Customer Relationship Management (CRM), Waterfall Distribution Processing, and Analytics.

For more information, please visit http://www.imscre.com.

About FITECH
FITECH is the preeminent real estate technology and service expert offering end-to-end IT and accounting support. Our global platform is an extension of real estate organizations providing our clients corporate assessment, process restructuring, ERP implementations/upgrades, ERP and IT helpdesk, network/cloud support, low voltage wiring design and installation, as well as OUTSourced accounting and lease abstraction.

For more information visit us at http://www.fitechllc.com.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Investor Management Services finishes 2017 with exceptional growth and innovative enhancements to its product.

Charlotte, NC -- (ReleaseWire) -- 02/01/2018 -- Investor Management Services (IMS), the leader in software for commercial real estate firms to manage their investors and assets, announced today record growth for both the fourth quarter and 2017. IMS increased revenue over 150% during 2017 and now has well over 200 customers. Additionally, the IMS Platform hit a major milestone in accurately calculating over $1 Billion in distributions for clients.

The IMS Platform provides real estate investment firms with an investor portal, customer relationship management (CRM) system, email marketing capabilities, equity raising tools, and distribution calculations. This turnkey software solution resonates with both clients who are active in new acquisitions as well as established firms who are looking to provide a better investor experience while improving back office efficiency.

In 2017, IMS aggressively invested in product development. IMS released significant new software updates and features including the industry-leading CRM automated email tracking tool, enhanced email marketing, the industry's first full asset level distribution waterfalls, and the industry's first mobile investor application, as well as many more features (https://www.investormanagementservices.com/releases/).

IMS also continued to grow their team with continued additions in all areas of the company including customer success, product development, sales, and marketing.

"We are very excited to continue to see exceptional growth in all areas of the company going into 2018. We have seen an increase in awareness that technology adoption can drive efficiencies and value in the commercial real estate industry. We are glad to be at the forefront of this movement." said Chris Atkinson, CEO of IMS. "We also realize fast growth means we need to focus on scaling our organization to deliver an innovative, secure, and valuable software solution to our 200+ customers".

About Investor Management Services
Serving real estate investment firms, Investor Management Services (IMS) is the leader in the investment management software space providing the only all-in-one platform. We enable our customers to better serve their investors while improving the efficiency of their firm. The IMS Platform includes an Investor Dashboard, Document Management and Sharing, Customer Relationship Management (CRM), Waterfall Distribution Processing, and Analytics.

To learn more, visit us on the web at https://www.investormanagementservices.com.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Investor Management Services continues market-leading innovation with the first native mobile application for real estate investors.

Charlotte, NC -- (ReleaseWire) -- 11/07/2017 -- Investor Management Services (IMS), the leader in software for commercial real estate firms to manage their investors and assets, released the first real estate investor mobile application. IMS clients can now allow their investors to access their investment performance data, distributions, documents and more from their Apple iPhone, iPad, and Android devices. There is no additional configuration, accounts, or subscriptions for existing IMS clients.

Investors simply download the IMS application from the Apple App Store or Google Play store and login with their existing credentials.

"IMS clients are leading the real estate investment industry by providing investor transparency and first class investor relationship management" said Chris Atkinson, CEO of IMS. "The IMS Investor App enables our clients to provide the best investor experience. Mobile is a key strategy for our clients to optimize investor engagement anytime, from anywhere."

"In continuing our tradition of innovation and investment in R&D, the IMS Investor App enables our clients' investors to access their investment information and documents securely from their mobile devices." said Justin Helmig, COO of IMS. "As investors continue to become more technologically savvy, we are committed to delivering the most complete, full lifecycle, real estate investor management platform on the market."

About Investor Management Services
Serving real estate investment firms, Investor Management Services (IMS) is the leader in the investment management software space providing the only all-in-one platform. We enable our customers to better serve their investors while improving the efficiency of their firm. The IMS Platform includes an Investor Dashboard, Document Management and Sharing, Customer Relationship Management (CRM), Waterfall Distribution Processing, and Analytics.

To learn more, visit us on the web at http://www.investormanagementservices.com/.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm