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Fund Administration, Investor Relations, Portfolio Growth, User Experience

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.

Fund Administration, Investor Relations, Portfolio Growth, User Experience

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.

Investor Relations, Portfolio Growth, User Experience

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.

Investor Relations, Portfolio Growth, User Experience

From Weeks to Minutes: How Cedar Creek Capital Cut Investor Onboarding Time by 95% with InvestNext

Cedar Creek Capital transformed its investor onboarding by reducing accreditation time from weeks to minutes with InvestNext. This efficiency breakthrough led to a 5x increase in investor calls and enabled their team to shift resources from paperwork to hosting events across 12 states.

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InvestNext Raises Series B to Drive Operational Excellence in Real Estate Investment Management

Fed Policy Through May 2025: From Aggressive Cuts to Strategic Pause

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