Designed for General Partners, Fund Managers, and IR professionals.
Our pricing adapts to the complexity and size of your operation from $10M firms to billion dollar funds.
Run your core capital operations end to end: raise capital, onboard investors, and automate distributions and reporting. Everything a GP needs on day one, in one plan.
Everything in Core +
Everything in Firm +
Add-On
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Core: Everything a sponsor needs to raise capital, onboard investors, and automate reporting, distributions, and back-office operations, from day one.
Firm: You’re ready to automate further and build connected workflows across your full tech stack. Firm adds InvestNext MCP, deep Zapier integrations, and white-glove waterfall setup, plus a dedicated account manager.
Institution: You’re running complex capital structures across teams and need enterprise-level support and volume, with waived ACH fees and a dedicated CSM.
InvestNext offers flexible pricing options to suit your needs. InvestNext operates on a subscription model with a 12 month initial agreement. This ensures consistent, quality service for all your investment needs.
Our subscription model is designed to provide flexibility and value, aligning with your investment journey. The pricing for our services includes an initial data migration and onboarding fee, which is determined based on your tier and the specific services you select.
We’ve developed partnerships with leading payment processors across the globe – with InvestNext, you can transact up to $1,000,000 in a single transaction.
InvestNext includes integrated payments. This feature enables you to collect and distribute funds directly within the platform. This is performed via Automated Clearing House (ACH). The Incoming & Outgoing Funds fee operates on a pay-as-needed model. We charge 0.03% + 25¢ per individual payment transacted (capped at $25). For instance, if you were to send a $5,000 distribution to an investor, you would pay $1.75 to transact that distribution directly through InvestNext. To reach the $25 cap, you would have to send a distribution to an investor in excess of $83,000. This fee enables us to maintain our direct connectivity to the ACH network, regardless of which bank you or your investors use. It also enables investors to update their banking details via the portal, without you having to manage it manually in the system. Of course, our Incoming & Outgoing Funds feature is totally optional. You can still export your distributions to the appropriate file format and run payments outside of InvestNext.
Build credibility and impress your investors with a modern white label investor portal. Accelerate capital raising with professionally customized deal rooms, frictionless commitment flows and secure inbound funding.
Build credibility and enhance investor satisfaction – all while reducing workload with easy-to-use functionality and streamlined platform integration.
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.
Access our industry-leading fund administration partner network. Efficient, accurate, and timely administration for any syndication or fund structure.
