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Investor Management Services Overview

Charlotte, NC
51 to 200 employees
Company - Private
Enterprise Software & Network Solutions
Unknown / Non-Applicable
Investor Management Services (IMS) is the leading investor management platform. The web-based IMS Platform provides automated Waterfall Distribution Processing, Investor Dashboards, CRM, Document Sharing, and Investor Statements. Founded by Rob Finlay in collaboration with ... Read more

Company Updates

  • We are delighted to announce that IMS has been acquired by RealPage®! For more information about the acquisition, please review the official press release.

  • IMS Announces CRE Industry’s First Investor Management Conference

    IMS Announces CRE Industry's First Investor Management Conference - INVESTOR MANAGEMENT SERVICES (IMS) BLOG

    Charlotte, NC: Investor Management Services (IMS), the leading investor experience platform for commercial real estate owners and investment firms and the only complete solution for investor management, today announced plans for the commercial real estate industry's first investor management conference. The inaugural IMS InSites: Trust & Transparency conference will be held May 4-6, 2020 in ...

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Investor Management Services – Why Work With Us?

Investor Management Services (IMS) is the leading investor management platform. The web-based IMS Platform provides automated Waterfall Distribution Processing, Investor DashboardsCRMDocument Sharing, and Analytics. Founded by Rob Finlay in collaboration with growth equity investor, Summit Partners, Investor Management Services was created in response to an obvious void that was causing inefficiencies for private equity real estate firms.

In 2000, Rob Finlay recognized the complications associated with defeasance contingencies in CMBS loans and successfully completed the first defeasance in the United States, then Canada. Commercial Defeasance established and led the industry; and continue to do so to this day.

15 years and thousands of transactions later, a very powerful and painful trend was identified with commercial real estate sponsors and owners – they were spending far more time than they wanted on non-core activities, such as distribution calculations, cash and document management, and investor relations and communications.

Out of that identified need, IMS was built to free up valuable time and resources for real estate investment firms to focus on their core objective. Over time, our clients have been able to reallocate thousands of hours to activities that drive value and their investors have been delighted by the personalized dashboard and document delivery system.

March 2019


We're at a very exciting time at IMS, and we've had an amazing ride over the past two years getting here... When a team achieves 10x growth over two years, you know you're building something special. More than anything though, I'm most proud of our people, who established the passion and belief in our vision to create something lasting -- that's inspiring. Success truly is all about the team. That brings me to you...

Like you today, I had options about where I wanted to work. I was seeking a company with a purpose; a clear vision I could be passionate about. Second, I was seeking an early-stage company that offered opportunity for impact (I didn’t want to feel like a number). Third, I sought a company building something that mattered, something that could make a difference in the market (I didn’t need to change the world, but working on another big data app was not inspiring). 

I found all three ‘personal pursuits’ in IMS and realized this could be a once-in-a-career opportunity. Our vision is noble – we’re disrupting a FinTech market that has resisted technology for 30 years, at the detriment of investor transparency.  IMS has quietly onboarded over 500 customers to provide over 50,000 investors with a world class experience.  Think Netflix to Blockbuster but in the private equity market.  IMS partners with leading sponsors to remove the black box to enable a new generation of investor with software, mobile, and analytics.

Do you feel stagnant in your current job?  Does it feel like it’s just a job?  I’ve been there.  The long-run cost is on your career… as months turn to years, you’re not growing fast enough.  

The key to professional growth is a balance of exposure and opportunity to make an impact. Both can be optimized within an early-stage startup. Radical Transparency is a Core Value at IMS – this gives you full access to the context from where decisions, outcomes, and learnings stem from. We’ve experienced such career acceleration dozens of times - high potential teammates bending their career trajectory when the lid is lifted on their potential. You can achieve five years of professional development inside 18 months with the right attitude when given exposure to the right environment. 

It is an incredible honor to lead and serve the team at IMS and our customers. The future we are building together is bright. We will continue to lead the industry with a platform to deliver trust and transparency, while launching new products to drive value for customers.    

We kicked off 2019 with an expanded headquarters in Lower South End Charlotte.  This investment was careful and deliberate to our long-term strategy. We understood the full potential of IMS was entirely dependent on attracting and growing the best talent. We believe a world-class office environment will foster the vibe or kinetic energy of something special… You should work at a place that allows you to be the best version of you, alongside a diverse and inclusive set of people you respect and can learn from. 

IMS will follow our Core Values to ensure our culture remains vibrant and growth-oriented as we add new members to our team. We’re building a culture of transparency, where we welcome the hard questions and share the learnings from our mistakes safely/openly. When employees act like owners, performance thrives.  Therefore, our employees are granted stock in IMS; this aligns focus on creating lasting value! 

We work hard because we are passionate about building IMS into a new market leader. Think about a time you were passionate about building something special… You worked hard then too. I would like to encourage you to put yourself in growth mode.   

If you are passionate about what you do and value your time, we should talk. We value the opportunity to work together as one team, to share and learn together, and to attack a plan with a clear vision and strong purpose. If this aligns with your personal values, let's discuss your potential at IMS. 



Chris Atkinson

IMS is growing fast! Do you want be a part of a high growth, well funded, Software-as-a-Service company that is disrupting the commercial real estate industry? Do you want to be part of a team that builds companies the right way? Do you want to OWN IT?

Here are just a few of the other reasons you should consider a career at IMS:

  • Rewarding work – Regardless of your department, you will start to make a real business impact from Day 1.

  • Values-driven culture – At IMS, we foster a culture that is consistent with our vision for the company and the values we hold dear. Those values are evident in everything we do, from the day-to-day in the office to our community service events. 

  • High-growth company – We are a fast-paced company where no two days are the same, and we're excited about that! You may wear multiple hats at a time, but you will also gain cross-functional expertise and build out your skillset.

  • Competitive benefits – From local craft beer, organic snacks, and weekly lunches to an on-site gym, ping pong tournaments, and unlimited PTO, we offer perks to boost our employees' health, happiness, and overall well-being.

We are currently recruiting the following positions. Don't see a fit? Drop us a note with your background and why you are a game changer at

Our Customers Define Us

We strive to delight our customers and keep them and their business needs top of mind.

We are One 

Our employees exemplify a team player attitude in everything they do.

Never Quit Resilience 

Our teams stay positive when pursuing new altitudes, reacting to change, and recovering from setbacks.

Innovation; Progress Over Perfection 

We encourage employees to take calculated risks and foster an environment where it’s okay to fail (and we mean it!).


From top-down and bottom-up, we are eager to be open, share information, communicate with each other, and build trust across the company.

Investor Management Services Reviews

  • "Amazing company and product"

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Account Development Representative in Raleigh, NC
    Current Employee - Account Development Representative in Raleigh, NC
    Positive Outlook
    Approves of CEO

    I have been working at Investor Management Services full-time (Less than a year)


    Incredibly smart and technical people that have a passion for FinTech and CRE. This place will breed you into a lethal salesperson if you put in the work and learn the industry. The leadership is incredible, with the CEO , and CRO working in the offices right next to the sales floor. You can really tell they are investing in you personally and professionally. Also, the compensation is very appealing.


    his is a startup, so do your own due diligence and make sure you can handle it. The leadership usually does a great job of weeding out these people out early in the interview process.

    Advice to Management

    Keep doing excatly what you are doing. Keep investing in your employees. It's really motivating to see this on a daily basis and makes

See All 30 Reviews

Investor Management Services Photos

Investor Management Services photo of: Our new office in LOSO!
Investor Management Services photo of: Team outing to a nearby brewery
Investor Management Services photo of: We collected and delivered over 1,200 lb of food and water for the Food Bank!
Investor Management Services photo of: Dressing up for Office Olympics
Investor Management Services photo of: Dressing up for Office Olympics
Investor Management Services photo of: Always Be Learning!
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Investor Management Services Interviews



Getting an Interview

Getting an Interview





    Software Engineer Interview

    Anonymous Interview Candidate in Charlotte, NC
    Declined Offer
    Positive Experience
    Average Interview


    I applied online. The process took 3 weeks. I interviewed at Investor Management Services (Charlotte, NC) in June 2019.


    Received an email for technical interview. A 60 minute online testing process on javascript programming. It involved object oriented, functional, asynchronous, debugging and databases. I am looking for possible questions a developer can expect from these kind of interviews. Please help.

    Interview Questions

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Investor Management Services Awards & Accolades

  • 2018 Best Places to Work, Triangle Business Journal, 2018
  • 2018 Best Places to Work, Charlotte Business Journal, 2018
  • Top Work Places 2018, The Charlotte Observer, 2018
  • Best Real Estate Blog, REMAS, 2018
  • Most Innovative Back Office Technology, NREI/IMN CRE Awards, 2016
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