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Search our knowledge base for answers to common questions.
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
New Investor Portal
Set up new projects and classes and accept investments through the new Investor Portal design
Launch Checklist & Best Practice Guides
Projects & Offerings
Portal Set Up & Branding
Investment Management
Investor Support
- Add Bank Account on New Investor Portal
- Bulk Download Investment Documents (New Investor Portal)
- Invest in a New Offering (New Investor Portal)
- Investor Dashboard Login & Tour (New Investor Portal)
- Locating Email Communications
- Locating K-1s and Other Documents in the New Investor Portal
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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 (New Investor Portal)
- eSignature 101: Creating a New eSignature Template
- eSignature 101: Preparing a Document for Signatures
- eSignature 201: Custom Textbox Fields
- eSignature 202: Voiding Documents
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Investor Support
Help investors set up and navigate their Investor Portal
New Investor Portal
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
- 🎬 Product Updates From July 2020 - Jan 2021 (Webinar)
- 🎬 Bulk Uploading Investor 2020 Tax Documents (Webinar)
- 🎬 Investor Portal Launch Best Practices (Webinar)
- 🎬 CRM Best Practices and New Enhancements (Webinar)
- 🎬 Customer Best Practices Volume II (Webinar)
- 🎬 Preparing for Tax Season (Webinar)
- See all 11 articles
Release Updates
IMS Product Releases
- Soft Commitments (Release Notes)
- Team Member Roles (Release Notes)
- eSignature Document Status Tracking (Release Notes)
- New Investor Portal Enhancements (Release Notes)
- Multi-Factor Authentication & Investment Accounting Integration (Release Notes)
- Verify Email, Investor Profile Editing Restrictions (Release Notes)
- See all 26 articles
Promoted articles
Find our featured articles and guides here
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