InvestNext features

Grow your business, streamline your back-office, and deliver best-in-class service to your investors.

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Fundraising Management

  • Fundraise more effectively with a complete picture on your progress.
  • Prioritize your strongest prospective investors with InvestNext’s purpose-built CRM.
  • Automate and digitally execute subscription agreements, investor accreditation, and other legal documents.
  • Leverage InvestNext’s online publishing platform to create professional and modern offering pages
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Investment Management​

  • Turn your investment data into powerful insights—all in one view.
  • Manage investment ownership, transactions, capital accounts, and display automatically calculated investment KPIs.
  • Consolidate disparate investment data and rely on InvestNext as your investment system of record.
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Automated Waterfalls

  • Consolidate and automate the calculation of your investment waterfall.
  • Eliminate the need for error-prone Excel and easily mirror your operating agreement’s waterfall rules in InvestNext.
  • Easily model your waterfalls with predefined templates such as preferred return, pro rata, IRR, splits, splits with hurdles, equity multiples, and more.
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Distributions & Payments

  • Eliminate repetitive clerical work and process distributions in minutes.
  • Instantly calculate waterfall distributions and issue payments to your investors with a few clicks, via InvestNext’s Auto-Check mailing service or ACH.
  • Securely manage transactions with role-based permissions and multi-factor authentication.
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Turn-key Reporting

  • Generate capital account statements, transaction notices, and other customizable investor reports.
  • Organize and securely share tax forms and other investor documents in one place.
  • Batch-generate and instantly distribute personalized reports through InvestNext’s integrated portal.
  • Optionally deliver hard copy documents with InvestNext’s Auto-Mail service.
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Branded Portal​

  • Reinforce your brand with a modern and professional digital experience.
  • Easily customize the portal to use your branding including company logos and colors.
  • Streamline your new-investor onboarding with an intuitive and self-guided account setup and enable them to access all of their investing entities with one secure login.
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Investor Notices

  • Provide investors with a modern news-feed and comprehensive overview of their investments.
  • Report on asset to portfolio-level performance metrics.
  • Send personalized batch-notices, publish new offerings, blogs, announcements, videos and other rich media.
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Investment Center​

  • Offer a more complete on-demand experience to your investors.
  • Deliver customizable investment performance metrics with rich visualizations.
  • Reduce support costs by enabling your investors to review their historical transactions and self-service their accounts.
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Deal Rooms

  • Easily create branded deal rooms with videos, webinars, photo galleries, and other rich content.
  • Professionally communicate offerings and garner investor commitments from one central location.
  • Track each investor’s engagement and progress throughout the subscription process.

Fundraise More Effectively

Close more deals by centralizing, prioritizing, and automating fundraising activities.


Streamline Your Back-Office

Reduce overhead by automating your back-office and reallocate your team’s efforts to higher-value activities.


Delight Your Investors

Instill greater confidence among your partners and investors with institutional-grade communication and reporting.

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