A new and better way to manage your back-office and engage with investors.

Delight your investors.

InvestNext enables you to implement an investor relations program on par with the world’s largest investment institutions, instilling greater confidence among your partners and investors.

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Real estate investor management

Deliver a white-glove onboarding experience

Reinforce your brand among prospective investors with a modern investor portal and professional digital experience

Reduce investor support costs with an intuitive and self-guided investor portal account setup process

Conduct welcome webinars, publish videos and share other rich media


Provide timely & accurate reporting

Exceed investor expectations for greater transparency and responsiveness with InvestNext’s live investor dashboards and robust reporting tools

Instantly generate transaction notices, capital account statements and other customizable investor reports

Batch-distribute reports through InvestNext’s integrated portal or deliver hard copy documents with InvestNext’s Auto-Mail service

Back-office automation for real estate

Automated distributions

Centralize investor relations & communication

With InvestNext’s fully integrated CRM, you can create a single source of truth for all of your investor interactions

Track emails, documents, and other account activity within each comprehensive investor profile

Stay on top of your follow-ups and keep your team updated with contextual tasks and notes


Intelligently measure investor engagement

Have a consolidated view on the value of each of your investors

Rank your highest quality investors from automatically calculated metrics including total contributions and investments participated in

Understand how investors interact with you by tracking investor portal logins, email engagement, and more

Investor reporting

Real estate investor portal

Provide a modern self-service experience

Provide investors access to all of their investing entities with one secure login

Reduce support costs by enabling your investors to review their historical transactions and self-service their accounts

Provide an easy-to-use and secure interface for your investors to access their K1s and other tax forms



Fundraise More Effectively

Streamline Your Back-Office


Upgrade your investor relations.

See how you can transition from Excel, legacy software, and other investor data silos onto an intuitive, modern, and secure investor management software designed to help you implement an investor relations program on par with the world’s largest investment institutions.