Your business account
shouldn't be the holdup.
Some GPs lose days—even weeks—before a capital raise waiting and juggling bank appointments, paperwork hurdles, and disconnected systems. InvestNext eliminates the administrative drag so you launch right on time.
Open in One Day
Stop waiting on branch appointments with fully digital account setup.
Keep More Capital
Eliminate InvestNext ACH fees*, letting every dollar your investors send go toward the raise.
Reconcile Automatically
Stop chasing wire references manually, automatically matching incoming funds to your cap table the moment they arrive.
InvestNext, Inc. is a software company, not an FDIC-insured banking institution. Banking services are provided by Grasshopper Bank, N.A., Member FDIC.
Delays Come From Setup, Not Strategy
You’ve done the hard work structuring the deal, lining up investors, building conviction.
But launching still gets held up by operational friction:
- Waiting on business account approvals
- Coordinating across disconnected systems
- Chasing down compliance and setup tasks
Traditional workflows force you to assemble your raise across multiple tools, timelines, and providers—none of which are built to move at the pace of investor demand.
InvestNext brings everything together so your raise is ready when you are.
Launch Without Bottlenecks
Prepare and activate your raise in one system, from first investor touchpoint to final dollar received.
With InvestNext, you can:
- Set up your deal room and investor experience
- Open a dedicated account in as little as one business day
- Send project updates, investment reports, and secure statements & tax documents.
No juggling between logins. No disconnected steps. No last-minute scrambling.
When you’re ready to launch, your infrastructure is already in place.
Financial flexibility at the speed of your raise
Business account setup shouldn’t dictate your timeline.
Account setup is built directly into InvestNext, so you can open and fund your account without leaving the platform. With a Transact account, you’ll accept investor funds, reconcile transactions automatically, and avoid unnecessary fees—all without introducing a new system into your workflow.
Reduce Operating Costs for Your Capital Raise
Every dollar saved is a dollar that works harder for your investors.
Transaction fees and compliance costs add up fast, especially at scale. With Transact, InvestNext ACH transactions are completely free regardless of investor volume*, and KYC/AML verification is built into the investor workflow at no additional cost. You get the financial infrastructure your raise demands without the fees that erode your margins raise after raise.
Keep Momentum From First Interest to Final Funding
Launch isn’t the finish line. It’s just the beginning. A strong investment management platform gives your team momentum through close.
InvestNext supports every step:
- Showcase opportunities in branded deal rooms
- Centralize engagement with a modern investor portal
- Convert interest with seamless subscription flows
- Accept and manage investor funds without friction
- Track every commitment and transaction in one place
- Simplify distributions with flexible waterfall modeling
- Centralize reporting and document management
Support Relationships with Operational Excellence
- What our customers say
Satisfied Users. Long-Term Partnerships.
