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Search our knowledge base for answers to common questions.

CRM

Manage contacts, send emails, and create dynamic user groups

Projects & Offerings

Set up new projects and classes and accept investments through the Investor Portals

Commitments & Capital Calls

New Investor Portal

Set up new projects and classes and accept investments through the new Investor Portal design

Distributions & Waterfalls

Import distribution files or run automated waterfalls

Documents & Statements

Upload and organize documents, generate investor statements, or publish K-1s

Investor Support

Help investors set up and navigate their Investor Portal

Account Settings

Configure account level settings and theming

KPI

Monitor assets and visualize data with Key Property Insights for IMS

Product Updates

Onboarding

Get started using IMS with these implementation resources

Webinars

Watch on-demand customer success webinars

Release Updates

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