“InvestNext has been a huge asset to our company – it has enabled us to manage and track investors and capital raises. It allows us to focus on the important aspects of our business while having an easy-to-use interface for both us and our investors.”

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Accelerate Capital Raising

InvestNext customers raise capital X times faster. Promote new offerings to new and existing investors, seamlessly capture investment intent, and call capital.

Automate Distributions

Create complex distribution waterfalls, automatically calculate distributions and send payments to your investors with a few clicks.

Win Over Investors

Technology that enhances your brand’s reputation. Give investors real-time access to investment performance, send updates, and provide statements.

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“InvestNext became the linchpin for our investor interactions. The streamlined distribution process, which had previously been a hurdle, turned into a remarkable time-saving feature. It not only eliminated the arduous data input process but also significantly cut down distribution time to a mere fraction.”

Mike Williams, VP Investor Relations | Open Door Capital

+$400M

Capital Under Management

“Switching to InvestNext from Juniper Square was a decision driven by the need for a more streamlined investment management experience. My positive experience with InvestNext was anchored in its user-friendly interface, robust distribution capabilities, cost-effectiveness, and exceptional support.”

Natalia Linchenko | TAG SLC

“InvestNext wasn’t just a tool for me. It was a game-changer in how I managed my portfolio, allowing me to see the bigger picture, analyze data, and diversify investments across various markets, thanks to its versatility.”

Victor Pasaran | Pasago Investment Management

40%

Referrals

“The transition has left a positive mark on our operations, elevating our professionalism, reducing payment errors, and enhancing risk controls.”

Patrick Keltner | Griffin Partners

“The decision to integrate InvestNext was a game-changer. The platform’s features, especially the automated payments and visually appealing investor dashboard, have been instrumental in streamlining our operations.”

Vincent Celeste | DeRosa Group