Elevating Our Commitment to Security: InvestNext Achieves SOC 2 Type 2 Compliance

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Introduction and Announcement

Update: As of February 20, 2024, we are now SOC 2 Type 2 Certified. Read what that means here.

InvestNext is proud to announce our latest milestone in our continuous journey toward providing unparalleled security, trust, and reliability: as of February 20, 2024, we have achieved SOC 2 Type 2 compliance

This milestone is a testament to our unwavering dedication to upholding the highest standards of data security and operational excellence in the real estate investment management industry.

Understanding SOC 2 Type 2 Compliance

Building on our previous accomplishment of SOC 2 Type 1 compliance, the Type 2 audit extends our commitment by evaluating the operational effectiveness of our controls over a specified period. This rigorous assessment ensures that our practices are not only designed appropriately but executed consistently to safeguard the confidentiality, integrity, and availability of our clients’ data.

The Importance of SOC 2 Type 2 Compliance

For our clients and partners in the real estate investment management industry, the assurance of data security and privacy is paramount. SOC 2 Type 2 compliance signifies that InvestNext has undergone a thorough evaluation of our systems and procedures to ensure they meet the stringent standards set by the American Institute of Certified Public Accountants (AICPA) for security, availability, processing integrity, confidentiality, and privacy.

Our Continuous Journey in Security Excellence

Achieving SOC 2 Type 2 compliance is more than a milestone; it’s a reflection of our ongoing commitment to security and excellence. By adhering to these high standards, we ensure our platform remains resilient and trustworthy, enabling our clients to manage their investments with confidence and peace of mind.

A Note From InvestNext CTO, Michael Gisi

“I have been deeply involved in our journey towards achieving SOC 2 Type 2 certification. This certification is not just a badge of honor; it represents our commitment to the highest standards of data security and privacy, which is especially crucial in the real estate investment sector.


We are honored to be a steward of our customers’ sensitive information, and we will continue to invest in robust systems and processes to ensure the highest level of protection. This certification reinforces our pledge to be the most trusted partner in the real estate investment management space.”

In the real estate investment industry, data security and privacy are of paramount importance. SOC 2 certification is a critical benchmark for our clients’ and their procurement teams.

These teams often rely on SOC 2 reports as a crucial part of their vendor selection, procurement, and risk management processes.

The certification serves as an assurance that the services and technology stacks they choose to implement meet the highest standards for data security and privacy.

As a leading SaaS provider in this sector, we understand the importance of this certification and have worked diligently to ensure the safety and security of our clients’ data.

This effort has been a collaborative endeavor, involving our engineering and product teams, and guided by our leadership in technology.

Looking Forward

We want to extend our gratitude to our clients for their continued trust and support in InvestNext.

Thank you for being a part of our journey towards creating a more secure and trustworthy digital environment in the real estate investment world.

As we celebrate this achievement, we remain focused on our mission to innovate and maintain the highest levels of security for our clients. Our commitment to data security and privacy is evergreen, driving us to exceed industry standards and expectations.

For inquiries or further information about our SOC 2 Type 2 compliance and how it benefits you, please contact our support team at support@investnext.com.

InvestNext is more than a service provider; we are your partner in achieving excellence in real estate investment management. This certification is a milestone not just for us but for all who rely on our platform. Thank you for trusting us to secure and enhance your investment processes. If you’re not yet a client, we invite you to discover how our SOC 2 Type 2 compliant solutions can transform your real estate investment operations. Learn more about our features and join us on this journey towards creating a secure, efficient, and trustworthy investment landscape.

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