Investment Management Platform for Oil & Gas Investment Companies
InvestNext simplifies complex distribution workflows so you can deliver accurate, on-time payments with ease.
Monthly and quarterly distributions shouldn’t require spreadsheets or late-night calculations. With InvestNext, you can set custom waterfall rules, process ACH payouts, and notify investors automatically—all from one connected platform.
Customize Rules
Build waterfall structures once and let InvestNext’s robust calculation capabilities handle the rest.
Accelerate Payouts
Automate ACH payments and eliminate manual reconciliation.
Strengthen Credibility
Deliver consistent, transparent distributions that build investor trust.
Centralize Everything in One Platform
Stop juggling spreadsheets, PDFs, and endless files across Google Workspace. Manage investor data, capital raises, distributions, and reporting from one connected system—built to give you clarity and control over every project.
Streamline Investor Payments
Say goodbye to chasing wires and reconciling transactions. Provide flexible funding options directly through InvestNext. Investors can send wires, checks, or connect their bank account and send ACH payments in just a few clicks. No more delays or drop-offs.
Simplify Distributions
Move beyond spreadsheets for monthly or quarterly distributions. Set up custom waterfall rules once, and let InvestNext handle calculations, ACH payouts, and investor notifications automatically.
Automate K-1 Delivery
No more hunting through PDFs or manually sharing K-1s. With InvestNext, you’ll upload one .zip, auto-match investor documents, and deliver them directly to each investor’s portal securely and on time.
The platform powering every part of investment operations.
Highest Rated for User Satisfaction
