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  1. IMS Help Center
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Projects

Set up new and manage existing Projects, Assets, Entities and Loans Utilize the Waterfall or Import Data features to create Distributions

Project Management

  • Cap Table Overview
  • Add a New Project
  • Add and Edit Classes
  • Building a Multi-Tiered Project
  • Show and Hide Classes on Org Chart
  • Update Project Status and Close Date
See all 7 articles

Investment Management

  • Add Investments
  • Edit Investments
  • Delete Investments
  • Move Investments
  • Transfer Investments (100%, 50/50 Split, and Partial Transfers)

Assets

  • Asset Images
  • Asset Summary Details

Entities

  • Entities Tab: Guided Overview

Loans

  • Loans Tab: Guided Overview

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