CB Insights vs. IMS Platform

Transparency - we were reading a lot of hype about Bitcoin, and it was in every market sector. Those of us who remember 2001, were alarmed. But digging through to find the truth was a challenge. CB Insights provided regular, extensive data every week, more often at the peak. We are certain our own analysis was correct based on that and stopped worrying that we might have missed a market opportunity.

Incentivized

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

• Data Driven Strategies
• Predicting competitors possible Strategy
• Track Competitors

Incentivized

• Investor Management
• K-1 Distribution
• New Investment Pages
• Clear Dashboards
• Customer Support

Incentivized

• Pre and post money valuation data.
• Estimates on revenue and number of clients.

Incentivized

• Confusing UI (Hard to Use)
• Implementation Issues
• Missing Functionality

Incentivized

Very responsive and eager to maintain client relationships.

Incentivized

PitchBook has better cap table data for tracking investors.

Incentivized

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

• Positive in both volume and detail of the most relevant information upon which to make key strategic decisions.
• It's not an inexpensive service, but worth the price given the accuracy, timeliness and criticality of the information they are able to provide.
• Strategy - strategy - strategy! There's no way anyone could gather that much intelligence in just one stop with any other service.

Incentivized

• 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