At InvestNext, every feature we build or enhance starts with a conversation. And that conversation typically begins with you, our clients.

When we hear things like:

“We’re spending too much time manually editing statements,” or “Our statements aren’t reflecting what matters most to our investors,” we listen. And then, we act.

Today, we’re launching Custom Statements, a powerful enhancement designed not just to deliver the flexibility and ease-of-use InvestNext clients expect from us, but to elevate investor communications to the level of sophistication that matches our clients’ brands.

Why We Built This

Investor statements are more than documents. They are a reflection of your brand, your operations, and your promise of transparency to investors. Yet many sponsors are forced to choose between speed and quality, or professionalism and scale.

We heard the frustration from investor relations teams, finance leaders, and operations professionals who were:

• Limited by generic templates that didn’t align with their firm’s identity
  
• Overwhelmed by manual workflows that drained time and introduced errors
  
• Constrained by outdated tools that couldn’t support institutional-grade reporting
  

Custom Statements is our response. It is a feature born out of your feedback, built to solve a pressing pain-point in your day-to-day.

What It Solves

1. Tailored Branding & Transparency
Generic, one-size-fits-all statements can diminish credibility. With Custom Statements, every statement becomes an opportunity to reinforce your brand, personalize the metrics that matter, and control visibility. Each statement becomes a trusted communication channel.

• Add your logo and firm-specific branding
  
• Tailor metrics and sections to reflect the data that matters most

2. Scalable, Efficient Workflows
We know reporting cycles are intense. Building a curated view for your investors now takes just minutes.

• Build statements with an intuitive, click-to-create builder
  
• Save and manage templates to ensure consistency across entities and quarters
  
• Filter and preview statements in bulk before secure distribution

3. Institutional-Grade Reporting
As you scale your investor or project-base, your investors’ expectations for statements may vary. Custom Statements helps you meet them.

• Deliver rich, detailed reporting with expanded metrics
• Include recent project updates or memos for enhanced transparency and communication

The Bigger Picture

This isn’t just a feature enhancement. It is a step forward in our mission to empower modern fund managers with technology that reflects the professionalism, uniqueness, and complexity of their work.

Our product strategy is built on a simple principle: what matters to our clients, matters to us. When clients tell us that investor statements are a critical touchpoint, one that needs to reflect the same caliber as their pitch decks and investment theses, we take that seriously.

Custom Statements is the result of that commitment.

What’s Next

We’re continuing to work closely with investor relations and finance teams to fine-tune this feature and expand its capabilities. As always, your feedback is our most valuable input.

If you’re ready to bring your investor statements to the next level with fully branded, easily managed, and institution-ready statements, Custom Statements is available in your InvestNext dashboard today.

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Interested in learning more or seeing a walkthrough? Check out this video.