Grow your business, streamline your back-office, and deliver best-in-class service to your investors.
- 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
- 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.
- 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.
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.
- 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.
- Reinforce your brand with a modern and professional digital experience.
- Easily customize the portal to use your branding including company logos and colors.
- Streamline you 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.
- 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.
- 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.
- 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.
Ready to get started?