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Documents & Statements

Documents & Statements

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

Personal & Project Documents

Investor Statements

eSignatures

K-1s & Bulk Document Uploads

DocuSign

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Benefits

Reduce Time To Calculate Distributions
Improve Investor Transparency
Decrease Investor Support Time
Raise Equity Faster
Secure Your Investor Data
Optimized Onboarding Process

Features

Distribution Waterfalls
Investor Dashboards
Investor Mobile App
Document Management
CRM
Key Property Insights

Investor Management Services, LLC
info@imscre.com
Sales: 877-324-7067
Customer Support: support@imscre.com

Charlotte, NC Office (Headquarters)
4001 Yancey Rd.
Suite C200
Charlotte, NC 28217

Raleigh/Durham, NC Office
5440 Wade Park Boulevard
Suite 103
Raleigh, NC 2767

West Coast Office
1801 Century Park East
Suite 2100
Los Angeles, CA 90067