The onboarding process is clear The onboarding process is clear. It's extremely helpful to have a champion on the company-side of things to manage the workflow...we didn't do a good enough job of that, but IMS was always there to help keep us on track

Great people; need better reporting The IMS members I have worked with have all been fantastic and very knowledgeable and helpful. The reason for only 3 stars is the fact the investor reporting function is not up to par and my investors stress their frustrations frequently. The statements are run based on a date range, yet they haven't figured out a way to use that ending date on the date range to show accrued pref to that date along with unpaid pref and remaining capital balances. Once these metrics are easily available to send to investors in summary form, then I would increase my star rating

IMS has been more than accommodating IMS has been more than accommodating. We have had a number of hiccups (on our side-of-the-house) and IMS has maintained pace with us. We have had a fantastic experience thus far.

It was really nice experience using… It was really nice experience using your platform first time as sea sponsor. I have used it as an investor before and loved features.

The investor portal is terrific and the… The investor portal is terrific and the bones of the product are solid. We need better (or any) reporting ability and overall metrics for the investor portfolio (i.e. avg rate of return across all investments).