Sign Up for Office Hours!

We want to make sure you are getting the most you can out of the IMS platform. Over the next several months, we will be holding bi-monthly training sessions with our Relationship Management and Support teams. These will be live, so this is a great opportunity to ask any burning questions you may have regarding a variety of topics. Click on the links below to sign up for the session that works best for you!

Upcoming Meeting topics

• October 5 - Waterfall & Distributions
• October 13 - New Portal Transition
• October 19 - Security Best Practices
• November 2 - Security Best Practices
• November 10 - New Portal Transition
• November 16 - New Deal Workflow
• December 1 - New Portal Transition
• December 7 - eSignature
• December 15 - Investor Statements