“InvestNext has been a huge asset to our company – it has enabled us to manage and track investors and capital raises. It allows us to focus on the important aspects of our business while having an easy-to-use interface for both us and our investors.”

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Real Estate Investment Management Simplified

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Accelerate Capital Raising

Go from awareness to funded in minutes with engaging deal rooms, frictionless commitment flows, and secure inbound funding. Create seamless experiences that build lifetime investor relationships.

  • Engaging, Customizable deal rooms
  • Frictionless Investor Commitment Flow
  • Fast, Secure Inbound Funding
  • Integrated E-Signatures
  • Capital Calls
  • Co-Sponsors
  • Debt Funds
  • Investor Accreditation
  • Integrated KYC/AML
Raise Capital

Automate Distributions

Create complex distribution waterfalls, automatically calculate distributions and send payments to your investors with a few clicks.

  • Fully customizable to your operating agreement
  • Intuitive point-and-click waterfall builder
  • Automated, accurate calculations
  • More hurdle types than any other tool
  • Send fast and secure payments in a few clicks

Impress Investors

Create lasting impressions and exceed expectations by creating a personalized, white glove experience with a meticulously designed investor portal. Grant your LPs a clean, easy to navigate interface and anytime access to their investment performance.

  • White Label Investor Portal
  • CRM & Investor Communications
  • Investor Reporting
  • Automated K1 Dissemination

Scalable Plans.
Simple Pricing.

For Syndicators, General Partners, and Investor Relations.

Plans suitable for any investment size, from initial deals to billion-dollar funds.

Starting at:
$499/month*
*based on capital under management

Highest Rated for User Satisfaction

  • What our customers say
“InvestNext became the linchpin for our investor interactions. The streamlined distribution process, which had previously been a hurdle, turned into a remarkable time-saving feature. It not only eliminated the arduous data input process but also significantly cut down distribution time to a mere fraction.”
Mike Williams, VP Investor Relations | Open Door Capital
“Switching to InvestNext from Juniper Square was a decision driven by the need for a more streamlined investment management experience. My positive experience with InvestNext was anchored in its user-friendly interface, robust distribution capabilities, cost-effectiveness, and exceptional support.”
Natalia Linchenko | TAG SLC
“InvestNext wasn’t just a tool for me. It was
a game-changer in how I managed my portfolio, allowing me to see the bigger picture, analyze data, and diversify investments across various markets, thanks to its versatility.”
Victor Pasaran | Pasago Investment Management
“The transition has left a positive mark on our operations, elevating our professionalism, reducing payment errors, and enhancing risk controls.”
Patrick Keltner | Griffin Partners
“The decision to integrate InvestNext was a game-changer. The platform’s features, especially the automated payments and visually appealing investor dashboard, have been instrumental in streamlining our operations.”
Vincent Celeste | DeRosa Group