Solutions: What We Can Do for You

IMS will operate either independently or as extension of your staff.  We want to not only design, create and maintain your marketing materials, but also serve as your sounding board.

Helping you fine-tune your marketing strategy and communications can provide comfort that your message will both resonate with investors and align your firm with their investment goals.

Fund Presentations:

We’ll work with you to create, design, and manage your information so it resonates with invetors and prospects

Term Sheets:

Graphically appealing representing your current information


We’ll help you not only draft a standard one and but also help respond to investor specific questionnaires

Commentaries & White Papers:

Merging and Proofreading your content and data

Sounding Board:

Need a second opinion on sales/marketing issues?

Reasons to Consider IMS

If you've ever thought:
  • “Having a few more hours to find opportunities would really help my clients”
  • “I spend too much time in excel and powerpoint and not enough on managing money”
  • “I want to spend more time putting my good ideas to paper but other responsibilities keep getting in the way”
  • “I can’t ever take a step back to contemplate my firm’s strategic direction”


“If you have more than 150 hours of marketing work that needs to be done every week and only three people to handle it all, it could be time to use an outside firm to help reduce the workload—especially if you can’t currently afford to hire another full-time employee.”

To help you decide, would you like us to review what you currently have? Complimentary. No obligation.​

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