Why Clear Summit Returned to InvestNext and Drove 147% Active Investor Growth
After cycling through multiple platforms, Clear Summit ultimately returned to InvestNext, integrating their existing capital-raising workflow built around HubSpot while connecting investor communications, fundraising activity, and portal data.
Proactive Evolution: How Kovitz Leveraged InvestNext to Accelerate Multi-Firm Integration and Elevate Client Experience
By leveraging InvestNext's enterprise-ready platform, Kovitz has unified operations across the entire country, enhanced the investor experience with rapid document access, and positioned themselves for continued success in the competitive alternative investment space.
How 52TEN Scaled 10X While Improving Investor Relationships
By partnering with InvestNext for Fund Administration, and investment management, 52TEN transformed their operations, and was able to scale their investor base 10x.
Wasatch Energy Management Slashes Administrative Burden by 90% with InvestNext
By partnering with InvestNext, Wasatch Energy Management has successfully balanced technological efficiency with its trademark personalized investor relations approach.
