INVESTNEXT BASICS
Learn how InvestNext can work best for you.
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Solutions designed to scale.
Upgrade your real estate investment management.
FUNDRAISING
Grow quickly by fundraising more effectively
InvestNext helps you raise money faster by enabling you to publish your offerings online, automatically track your highest value prospects, and provide investors with a smooth investing experience.
Amplify your offerings
Leverage InvestNext’s online publishing platform to attract prospective investors.
Create professional and beautiful offering pages to present offering details on an easy-to-navigate, modern user interface.
Securely share & digitally sign offering documents
Easily and securely distribute offering documents through InvestNext’s modern data room.
Invite prospective investors to review and sign offering documents through your private InvestNext portal.
Ensure compliance with integrated document watermarking.
Manage offerings & investor commitments
Prioritize your strongest prospective investors with InvestNext’s powerful CRM tool.
Track the overall funding progress on your offerings or drill down into each investor profile to measure how far along they are in the investing process.
Secure funds from investors
Save time by leveraging InvestNext’s integrated payments platform to securely collect funds from investors.
Securely Manage transactions with InvestNext’s role-based permissions and multi-factor authentication.
Automate compliance
Eliminate compliance bottlenecks and transact investments faster with InvestNext’s automated audits.
Ensure investor compliance with InvestNext’s quick and easy-to-use investor accreditation service.
AUTOMATION
Streamline your back-office
InvestNext helps your firm increase back-office productivity, while reducing overhead costs, by automating repetitive clerical tasks, as well as consolidating your investment accounting and investor reporting.
Centralize investment accounting
Eliminate errors and investment data silos by relying on InvestNext as your investment system of record.
Optimize decision-making with real-time dashboards and insights into investment performance metrics and investor positions.
Mirror your existing fund accounting system within InvestNext or invite third-party fund administrators to collaborate in one workspace, minimizing operational and communication bottlenecks.
Organize investor documents in one place
Organize and share investor documents in one document management system.
Batch-distribute custom reports through InvestNext’s integrated portal or deliver hard copy documents with InvestNext’s Auto-Mail service.
Provide an easy and secure way for your investors to access their K1s and other tax forms, through InvestNext’s private investor portal.
Ensure error-free reporting
Easily present rich visualizations of investment data to investors, peers, and stakeholders based on real-time data drawn from the system.
Stay compliant with InvestNext’s robust reporting capabilities and dramatically cut down on time and resources to satisfy even the most specific audits and reporting requests.
Integrate with other systems
InvestNext gives clients and partners a programmatic solution for weaving data and calculations from InvestNext into other software systems and vice versa.
InvestNext’s growing library of integrations allows you to automate administrative, reporting, and compliance processes, while avoiding duplicative data entry.
Automate investor distributions
Ensure accuracy by consolidating your investment waterfalls and distributions within InvestNext.
Rely on InvestNext’s powerful distribution calculation tool and automate investor distributions.
Rely on InvestNext’s powerful distribution calculation tool and automate investor distributions.
Issue payments to your investors within minutes via InvestNext’s Auto-Check mailing service or ACH
ENGAGEMENT
Delight your investors
InvestNext helps you raise money faster by enabling you to publish your offerings online, automatically track your highest value prospects, and provide investors with a smooth investing experience.
Centralize investment accounting
Eliminate errors and investment data silos by relying on InvestNext as your investment system of record.
Optimize decision-making with real-time dashboards and insights into investment performance metrics and investor positions.
Mirror your existing fund accounting system within InvestNext or invite third-party fund administrators to collaborate in one workspace, minimizing operational and communication bottlenecks.
Intelligently measure investor engagements
Have a consolidated view on the value of each of your investors.
Rank your highest quality investors from automatically calculated metrics including total contributions and investments participated in.
Understand how investors interact with you by tracking investor portal logins, email engagement, and more.
Ensure error-free reporting
Easily present rich visualizations of investment data to investors, peers, and stakeholders based on real-time data drawn from the system.
Stay compliant with InvestNext’s robust reporting capabilities and dramatically cut down on time and resources to satisfy even the most specific audits and reporting requests.
Provide a modern self-service experience
Provide investors access to all of their investing entities with one secure login.
Reduce support costs by enabling your investors to review their historical transactions and self-service their accounts.
Provide an easy-to-use and secure interface for your investors to access their K1s and other tax forms.
Automate investor distributions
Eliminate Excel-based risk and ensure accuracy by consolidating your investment waterfalls and distributions within InvestNext.
Rely on InvestNext’s powerful distribution calculation tool and automate investor distributions.
Issue payments to your investors within minutes via InvestNext’s Auto-Check mailing service or ACH.
Explore all the features
Fundraising Management
Digitize your capital calls and offer a seamless investing experience.
Automated Waterfalls
Eliminate repetitive clerical work and process distributions in minutes.
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