CRM
Manage contacts, send emails, and create dynamic user groups
Contacts
Projects & Offerings
Set up new projects and classes and accept investments through the Investor Portals
Projects
Offerings
Investments
Commitments & Capital Calls
Investor Portal 2020
Set up new projects and classes and accept investments through the new Investor Portal design
Launch Checklist & Best Practice Guides
Projects & Offerings
- 🎬 Update Project Information on the Investor Portal 2020
- New Offering Checklist (Investor Portal 2020)
- 🎬 Investor Portal 2020 Tour
- 🎬 Add a New Offering (Investor Portal 2020)
- 🎬 How Investors Invest in a New Offering (Investor Portal 2020)
- 🎬 Close a Class or Offering (Investor Portal 2020)
- See all 16 articles
Portal Set Up & Branding
- Investor Settings Tour (Investor Portal 2020)
- 🎬 Investor Portal Theming and Branding (Investor Portal 2020)
- 🎬 Sign In (Masquerade) as an Investor (Investor Portal 2020)
- Custom Metrics (Investor Portal 2020)
- Customizing Portal Notifications (Investor Portal 2020)
- Investor Portal Design (Investor Portal 2020)
- See all 10 articles
Investment Management
Distributions & Waterfalls
Import distribution files or run automated waterfalls
Distributions
Documents & Statements
Upload and organize documents, generate investor statements, or publish K-1s
Personal & Project Documents
Investor Statements
eSignatures
- eSignature 101: Countersigning a Document
- eSignature 101: Countersigning a Document (Investor Portal 2020)
- eSignature 101: Creating a New eSignature Template
- eSignature 101: Preparing a Document for Signatures
- eSignature 201: Custom Textbox Fields
- eSignature 202: Voiding Documents
- See all 14 articles
Investor Support
Help investors set up and navigate their Investor Portal
Investor Portal 2020
Account Settings
Configure account level settings and theming
Admin Settings
Investor Settings
Passwords
KPI
Monitor assets and visualize data with Key Property Insights for IMS
Dashboards
Product Updates
Onboarding
Get started using IMS with these implementation resources
Setting Up Your IMS Account
Launching to Investors
FAQs & Additional Resources
Webinars
Watch on-demand customer success webinars
Product Tutorials
Best Practices
- 🎬 Building Investor Trust and Transparency (Webinar)
- 🎬 CRM Best Practices and New Enhancements (Webinar)
- 🎬 Customer Best Practices Panel (Webinar)
- 🎬 Customer Best Practices Volume II (Webinar)
- 🎬 How To Strategically Manage Investor Relationships with IMS (Webinar)
- 🎬 Launching to Investors (Webinar)
- See all 8 articles
Promoted articles
Find our featured articles and guides here
Additional articles you may find relevant: H...
Logging In Step 1: Click the Login button at ...
