IMS Description
For private equity real estate firms, accurately calculating distributions for equity investors is essential, yet managing complex waterfalls within delicate Excel spreadsheets diverts valuable time and resources from more strategic initiatives. As your firm continues to expand through acquisitions, the burden of calculating distributions for each project will only become more cumbersome for your team. Moreover, as investor expectations shift regarding how they receive and understand their investment information, it is imperative to adapt. Investors not only require the established trust of your relationship but also demand constant availability and transparency in their communications. In today's landscape, modern wealth management and investment platforms offer advanced web and mobile portals, setting a new standard that now extends to commercial real estate investments. To meet these evolving expectations, implementing an investor dashboard that integrates all relevant data—such as distributions and investment details—will be crucial for enhancing the overall investor experience and streamlining communications. This approach will ultimately allow your team to focus on more impactful tasks while ensuring that investors remain informed and engaged.
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All-in-one property management software that helps property managers and owners make more money, get organized, and grow.
Simplify property management with easy-to-use, secure, and reliable software.
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Dynamo Software
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Dynamo serves a wide range of private capital firms, including private equity, venture capital, real estate, hedge funds, and infrastructure. Our platform is also tailored for endowments, pensions, foundations, family offices, fund of funds, and fund administrators. By centralizing all investment data into a single source of truth, we equip your team with the control needed to uncover powerful insights.
Our AI-driven system automates data ingestion and tagging, while our HoldingsInsight feature enriches portfolio data for advanced analysis. All modules work together seamlessly, supported by a dedicated Client Services team committed to your success. With Dynamo, you can streamline operations, improve data accuracy, and drive strategic decisions with confidence.
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AlternativeSoft
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Ledgy
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Ledgy automates equity plans and helps you attract and retain top talent. Employees can manage their equity and view their shareholdings as well as their vesting schedules and future valuations.
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Integrations
Company Details
Company:
RealPage
Year Founded:
2015
Headquarters:
United States
Website:
www.investormanagementservices.com
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Product Details
Platforms
Web-Based
iPhone App
iPad App
Android App
Types of Training
Training Docs
Live Training (Online)
Webinars
Training Videos
Customer Support
Business Hours
Online Support
IMS Features and Options
Investment Management Software
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Commercial Real Estate Software
Brand Management
CRM
Cash Flow Analysis
Critical Date Alerts
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning
Real Estate Transaction Management Software
Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review
Real Estate CRM Software
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
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