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Manage your Preferences
When you visit websites, they may store or retrieve data in your browser. This storage is often necessary for the basic functionality of the website. The storage may be used for marketing, analytics, and personalization of the site, such as storing your preferences. Privacy is important to us, so you have the option of disabling certain types of storage that may not be necessary for the basic functioning of the website. Blocking categories may impact your experience on the website. More Infomartion
Essential
These items are required to enable basic website functionality.
Always Active
Marketing
These items are used to deliver advertising that is more relevant to you and your interests. They may also be used to limit the number of times you see an advertisement and measure the effectiveness of advertising campaigns. Advertising networks usually place them with the website operator’s permission.
Personalization
These items allow the website to remember choices you make (such as your user name, language, or the region you are in) and provide enhanced, more personal features. For example, a website may provide you with local weather reports or traffic news by storing data about your current location.
Analytics
These items help the website operator understand how its website performs, how visitors interact with the site, and whether there may be technical issues. This storage type usually doesn’t collect information that identifies a visitor.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
privacy

All your investments
One intelligent platform

We deliver an end-to-end investing experience. Your team will wonder why you didn't make the switch sooner.

let's chat 💬

Capital raise

Integrated CRM

Build your
network to scale

Relationship management is crucial. Gain trust with your investors by sharing mass-email announcements that keep them engaged. Don't worry; messages are sent individually to avoid reply-all disasters.

Bankers Hill Investment Opportunity Card
Bankers Hill - Investment DescriptionNew offering - Austin MultifamilyNew offering - Oahu Ocean Front

Offering pages

Publish professional presentations

Want that professional look and feel? Create interactive deal pages where your investors can see all the facts about your upcoming syndication. Share project stats, photos, videos, and more with anyone in your network.

Secure Funds

Collect funds faster

Interested in speeding up your capital raise? By partnering with industry leaders like Dwolla and Plaid, we've made it possible for your investors to send their funds directly within your investor portal - with just a few clicks.

Communications management

Communication

Send updates, mass emails & publish posts

Keep your partners in the loop with structured communication. Our platform talks directly to your email provider, enabling you to easily share photos, videos, and more with your investors.

Long-term
operations

Waterfall Hurdles

Calculate distributions automagically

Manually calculating distributions is time-consuming. Create custom waterfall structures with a drag and drop builder - our product perfectly matches your operating agreement, no formulas needed.

Preferred Return CalculatorReturn of Capital CalculatorPro Rata Distribution Calculator
Payment Processing and Status

Distribution Processing

Pay investors directly from your dashboard

Don't waste your time with manual payments & wire transfers. Send payments electronically with our built-in ACH processing tool – PS: we can print and mail checks for you too 🤯

Investment Performance

Deliver personalized insights

Let us handle the details. Increase confidence in your Investors with instant access to up-to-date performance metrics. You'll be able to share tax documents, and statements instantly for every deal.

Distribution Status Graph

Security

Physical Security
Physical Security

We are hosted on AWS who provides robust, physical data center security and environmental controls.

InvestNext Encryption
Encryption

Your data is encrypted in transit using SSL, and at rest using 256-bit AES encryption, the same standards the world’s largest banks use.

InvestNext Data Usage
Data Usage

We don’t mine or access your data for advertising purposes.

InvestNext Data Privacy
Data Privacy

We only use customer data to provide the service; we don’t look into your account without your permission.

InvestNext Data Recovery
Data Recovery

We regularly back up your data and provide a maximum 24-hour RTO and RPO.

InvestNext Data Ownership
Data Ownership

Your data 100% belongs to you. We won’t delete data in your account without giving you time to export it.

Investor Portal Governance
Governance

Ensure the right people get the right level of access to features and capabilities, based on their roles.

Integrated Services InvestNext Investor Portal
Integrated Services

We use OAuth2 to securely authorize other SaaS services and do not store your username or password for those services.

InvestNext Data Usage
Privacy & Safety

We allow you to turn on and off privacy impacting features to meet your needs.

Our customer experience
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