InvestNext - At InvestNext, we set out on a mission to transform real estate investment management and investor relations. The company is based in Detroit, Michigan, and was founded in 2016. After identifying a trend among real estate investment firms – we realized the industry as a whole, spends a large amount of time on activities that made fundraising, investment management, and investor relations tedious and inefficient.
Compelled to solve this problem, we set out on a mission to build a software platform that would enable real estate investment firms to operate more effectively and provide greater transparency to their investors. Instrumental to this effort, has been close partnerships with real estate private equity groups and REITs around the globe. As of today, we’re trusted by tens of thousands of investors with billions of dollars managed on the platform.How do you position yourself against your competitors?We’re dedicated to helping you find the right fit for your business.1. Focus:InvestNext is first and foremost a technology company. Our core software platform is at the center of everything we do. We are continually investing in it to better support GPs, Finance Leaders, Compliance Officers, and Investor Relations Teams.2. Partnership:While we'd love to be known as the best solution on the market, we're focused on helping your team be your best. Our team of industry experts is here to understand your challenges and your goals, while working together to reach them.3. Flexibility:We prioritize flexibility and customization to support you now and in the future. InvestNext supports a variety of equity and fund structures, including debt, open-ended, and customizable funds. Our waterfall calculator can accommodate any operating agreement to simplify your cap table and distributions. However you grow, our platform grows with you. | AI-U.com
InvestNext
(4.58 out of 5)0 Saved
At InvestNext, we set out on a mission to transform real estate investment management and investor relations. The company is based in Detroit, Michigan, and was founded in 2016. After identifying a trend among real estate investment firms – we realized the industry as a whole, spends a large amount of time on activities that made fundraising, investment management, and investor relations tedious and inefficient.
Compelled to solve this problem, we set out on a mission to build a software platform that would enable real estate investment firms to operate more effectively and provide greater transparency to their investors. Instrumental to this effort, has been close partnerships with real estate private equity groups and REITs around the globe. As of today, we’re trusted by tens of thousands of investors with billions of dollars managed on the platform.How do you position yourself against your competitors?We’re dedicated to helping you find the right fit for your business.1. Focus:InvestNext is first and foremost a technology company. Our core software platform is at the center of everything we do. We are continually investing in it to better support GPs, Finance Leaders, Compliance Officers, and Investor Relations Teams.2. Partnership:While we'd love to be known as the best solution on the market, we're focused on helping your team be your best. Our team of industry experts is here to understand your challenges and your goals, while working together to reach them.3. Flexibility:We prioritize flexibility and customization to support you now and in the future. InvestNext supports a variety of equity and fund structures, including debt, open-ended, and customizable funds. Our waterfall calculator can accommodate any operating agreement to simplify your cap table and distributions. However you grow, our platform grows with you.
InvestNext's platform is an end-to-end solution for innovative, compliant, and efficient real estate investment management.
We empower syndicators, fund managers, and Investor Relations teams to scale their work to raise and manage capital more effectively so they can spend less time running their business - and more time securing their next investment.
By partnering with InvestNext, sponsors cultivate stronger investor relationships and eliminate cumbersome processes. Onboard investors, share real time KPIs, and centralize documents through a modern investor portal. Raise capital, manage complex waterfall distributions, and secure repeat investments with ease so you can build trust through every step in your investors' journey.
With the highest industry standards for security, SOC 2 Types 1 and 2 certification, audit trails, and fully integrated compliance features like accreditation and KYC/AML, your firm can feel secure knowing you're protecting yourself and your investors while delivering a premium investor experience.
How to use InvestNext?
Visit website for more info
Why Choose InvestNext?
Choose this if you want a real estate investment platform that’s built with flexibility and compliance in mind. It’s great for firms looking to streamline fundraising, investor relations, and portfolio management all in one place, with strong security and customization options.
InvestNext Features
Platform Additional Functionality
✓Portal
✓Investor Statements
Platform Basics
✓Reporting
Platform Content
✓Automation
Platform Data
✓Visualization
✓Dashboard
✓Alerts and Notifications
Portfolio Monitoring
✓Asset Management
✓Portfolio Management
✓Investment Management
Investment Operations Management
✓Investor Portal
✓Back-Office Operations
✓Fundraising Management
✓Deal Management
✓Investor Reporting
Pricing
Fundraising
$299.00
Per Month
A perfect starting point for first-time capital raisers. This plan is a great option for sponsors that do not yet have an existing portfolio of investments, but want to streamline an upcoming capital raise.
✓ Soft commitments
✓ Guided subscriptions
✓ Fully integrated e-signatures
✓ Track investor accreditation status
✓ Collect funds from investors automatically
✓ Track investor funding status
✓ Investing entity tracking
✓ Customizable offerings pages
✓ Shareable offerings
✓ Embedded offerings
✓ Content publisher
✓ Portfolio track record
✓ List segmentation
✓ Lead capture forms
✓ Lead management
✓ Opportunity management
✓ Customizable fundraising pipeline
✓ Contact management
✓ Task management, activity feed
✓ Universal email integration
✓ Mass email
✓ Email tracking & notifications
✓ Custom fields
✓ Fine-grained user permissions
✓ Two-factor authentication
✓ End-to-end data encryption
✓ Continuous penetration testing & monitoring
✓ Detailed user-audit logs
✓ PCI DSS certified
✓ Email & in-app support
✓ Continuous education
All-In-One
Starting at $499.00
Per Month
Scale your operations, automate processes, and delight your investors. Best for experienced firms with existing investors, up to $300M funds under management.
✓ Soft commitments
✓ Guided subscriptions
✓ Fully integrated e-signatures
✓ Track investor accreditation status
✓ Collect funds from investors automatically
✓ Track investor funding status
✓ Investing entity tracking
✓ Co-sponsor management
✓ Customizable offerings pages
✓ Shareable offerings
✓ Embedded offerings
✓ Content publisher
✓ Portfolio track record
✓ List segmentation
✓ Lead capture forms
✓ Lead management
✓ Opportunity management
✓ Customizable fundraising pipeline
✓ Contact management
✓ Task management, activity feed
✓ Universal email integration
✓ Mass email
✓ Email tracking & notifications
✓ Custom fields
✓ Investor entity & account management
✓ SPVs, funds, & other alternative investment structures
✓ Cap table & equity management
✓ Loan/debt management
✓ Document management
✓ Firm-branded reports
✓ Waterfall modeling & automation
✓ Automated distributions & payments
✓ Multiple currencies
✓ Open-end funds and REITs
✓ Document-sharing
✓ Investor updates publishing
✓ Live investment KPIs
Enterprise
Contact Us
Per Month
Complete management of your back-office functions and regulatory requirements. Best for institutional firms with more than $300M funds under management.
✓ Contact management
✓ Task management, activity feed
✓ Universal email integration
✓ Mass email
✓ Email tracking & notifications
✓ Custom fields
✓ Investor entity & account management
✓ SPVs, funds, & other alternative investment structures
