Key Takeaways

• $18.5M raised across 136 commitments in the Real Freedom Fund  
• 45% of funded commitments completed via inbound ACH  
• 250% CRM growth
• 147% growth in active investor accounts
• 130 investor accounts processed with accreditation workflows 

Challenges Before InvestNext 

Fragmented Platforms and Investor Friction  

As Clear Summit scaled, its technology stack became increasingly fragmented. To ensure they were using the best possible tool for their needs, Clear Summit’s team left InvestNext in 2021 and explored several other major investment management platforms, including Groundbreaker and AppFolio Investment Manager. Each tool solved part of the problem, but none of the alternatives delivered a cohesive, investor-friendly system that could scale with the business.

Some platforms introduced unnecessary complexity, while others lacked the sophistication, technical support for funds, and investor adoption required to support repeat capital formation. For a firm whose LPs invested across multiple sponsors, inconsistent portals created friction, not confidence.

Clear Summit needed a platform that was intuitive for investors, flexible enough to align with its branding and marketing workflows, and powerful enough to support a growing fund pipeline—all without forcing internal teams to overhaul their existing processes.

Implementation

Coming Home to Investors’ Preferred Platform 

Clear Summit ultimately returned to InvestNext in 2024 after the platform added or improved a number of major features such as an in-platform accreditation process, CRM integrations via Zapier, and co-sponsor functionality. The critical factor in their return to InvestNext: investor adoption. Many of Clear Summit’s limited partners were already active on InvestNext through other investments, making the platform a familiar and trusted environment.

InvestNext’s investor portal currently has a 93% investor adoption rate, meaning that 93% of established sponsors on the platform have investors actively logging in every 60 days.

By standardizing the LP experience on a platform investors already knew, Clear Summit reduced friction across onboarding, subscription, accreditation, and funding. Features like single sign-on simplified access for investors managing multiple relationships, while InvestNext’s balance of robust functionality and usability avoided the complexity of heavier systems.

Compared to earlier iterations of InvestNext, Kempf’s current implementation reflects Clear Summit’s increased operational maturity. The firm integrated InvestNext into an existing capital-raising workflow built around HubSpot, using Zapier to connect investor communications, fundraising activity, and portal data without disrupting internal processes.

Findings

Freedom Full Circle

With InvestNext in place, Clear Summit established a durable foundation for capital formation. Investor accounts grew rapidly, accreditation workflows supported compliance at scale, and inbound ACH funding became a meaningful driver of efficiency and close velocity.

Throughout multiple platform migrations, the firm gained clarity on what mattered most to its LPs: consistency, ease of use, and transparency.

The Bottom Line

Supporting Growth Without Adding Friction  

As Clear Summit expands the Real Freedom Fund and develops new outdoor resort and glamping investments, InvestNext remains central to its operational strategy. The platform supports the firm’s ability to scale capital, maintain investor confidence, and meet the expectations of sophisticated LPs investing across multiple operators.

For Kempf, the return to InvestNext reflects a broader alignment between technology and philosophy, freeing both the firm and its investors to focus on what matters most.

By standardizing investor infrastructure and eliminating unnecessary friction, Clear Summit positioned itself to grow efficiently while delivering a familiar, trusted experience to its limited partners.