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IMS University is a multipart series that serves as an introduction on how to navigate the IMS Platform and utilize some of our new platform features.

Not new to IMS? This can also be used as a refresher tool to get you back up to speed.

IMSU Covers:

  • IMSU 101
    • Adding CRM Contacts
    • Building Projects
    • Creating Waterfalls
    • Running a Distribution
  • Raising Capital with New Offerings 
  • Generating and Publishing Investor Statements
  • Creating Commitments and Capital Calls
  • Customizing Account Settings

 


Want to get started? Fill out the form, select the units you would like to complete, and you will receive an invitation to IMS University.

Sign Up for IMS University!