Berkman Lextree vs. IMS Platform

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Lextree	N/A	Mid-Size Companies (51-1,000 employees)	Lextree is software designed to track legal entities. The key features are described below. Create All Entity Types The software comes preconfigured with the following legal entity types: corporation, general partnership, limited partnership, limited liability partnership, limited liability limited partnership, limited liability company - manager managed, limited liability company - member managed, association, trust, estate, and cooperative. Users can easily add, edit…	N/A
IMS Platform	Score9 out of 10	N/A	Investor Management Services (IMS) headquartered in Charlotte offers the IMS Platform, an investor relations management platform that provides a more transparent reporting and documenting process for investors, with distribution workflow and waterfall calculator as well as waterfall audit.	N/A

We understand that you want to know the price to determine if Berkman Solutions meets your budget. We also know that Berkman Solutions licensing and services can meet any budget. Your needs and requirements differ from every other organization. We tailor the licensing and services to your specific needs.

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User Ratings
	Lextree	IMS Platform
Likelihood to Recommend	- (0 ratings)	9.0 (1 ratings)

User Testimonials
	Lextree	IMS Platform
Likelihood to Recommend	Berkman Solutions No answers on this topic	Investor Management Services (IMS) In our specific use case we used IMS to manage the investor acquisition process and manage reporting going forward. Basically, it's a powerful, real-estate focused CRM that understands our pain points and issues. Additionally, it was cost efficient for our organization since we weren't using any of the waterfall technology, nor did we have extensive complicated ownership structures that we needed to import. We were essentially starting from the beginning, with very few implementation needs. In this situation, the software worked perfectly. We have been very happy with the service and technology. That said, if you have an extensive investor relations apparatus and need something that requires a tremendous amount of implementation (i.e. an entire, existing, investor management system) it may be a more difficult process Incentivized Verified User Read full review
Pros	Berkman Solutions No answers on this topic	Investor Management Services (IMS) Investor Management K-1 Distribution New Investment Pages Clear Dashboards Customer Support Incentivized Verified User Read full review
Cons	Berkman Solutions No answers on this topic	Investor Management Services (IMS) Confusing UI (Hard to Use) Implementation Issues Missing Functionality Incentivized Verified User Read full review
Alternatives Considered	Berkman Solutions No answers on this topic	Investor Management Services (IMS) We evaluated IMS against Juniper Square and the Crowdstreet white label platform. IMS came to the top for us because of our specific use case (i.e. less implementation needs, primarily investor acquisition and investor management). Also, at the time, IMS was way more cost effective for the functionality that was offered compared to its immediate competitors Incentivized Verified User Read full review
Return on Investment	Berkman Solutions No answers on this topic	Investor Management Services (IMS) Increased investor acquisition Increase investor engagement Saved significant time in managing investor Massive time savings in K-1 distribution High quality investor reporting system Incentivized Verified User Read full review
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Berkman Lextree vs. IMS Platform

Berkman Lextree

IMS Platform

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