At InvestNext, we eat, sleep, and breathe real estate investment management. A great investment management solution can save your firm time, money, and help you strengthen your investor relationships. Finding a platform that’s 100% committed to building a great experience for your team and your investors can feel overwhelming – but we’re here to help.
This page compares InvestNext, the highest rated platform for user satisfaction on G2, against Appfolio Investment Manager to help you make the best decision for your firm.
Modern functionality designed for scaling firms
Co-sponsor support, frictionless capital raising, direct inbound and outbound funding via ACH, meticulously designed deal rooms, integrated investor accreditation, and KYC/AML
Industry leading onboarding and support
InvestNext customers go-live 2x faster and get access to quality support, regardless of size. Over 90% of support issues are fully resolved within a day.
A dedicated and focused team
We know real estate investment management. As our one and only focus, we’ve built a premium investment management solution and are continuing to invest in regular releases and enhancements - designed to grow, support, and evolve with you as you scale.
Meticulously designed deal rooms and commitment flows developed to reduce friction, drive engagement, and generate commitments.
Multiple equity classes supported in the same deal room. Investors can fund directly from their bank account with ACH transfers.
Can support multiple equity classes, but some fund types require manual reconciliation on the backend.
Protect your firm, expand your investor network, and stay compliant with SEC regulations through fully integrated KYC/AML verification.
Does not offer integrated KYC/AML for credibility and compliance.
Integrated co-sponsor capital raising including a white-label investor portal, investor contact segmentation, reports & KPIs and position management.
Does not offer co-sponsor support.
Single sign-on to create a streamlined experience for your investors. Offer a better experience for active and experienced investors, building loyalty and encouraging repeat investments.
Does not offer SSO for investors.
Lengthy onboarding process that can take several months.
91 user satisfaction score on G2.
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68 user satisfaction score on G2
Transparent pricing starting at $499/Mo
Starting at $700/Mo
Capital Raising
InvestNext
- Meticulously designed deal rooms and commitment flows developed to reduce friction, drive engagement, and generate commitments.
- Multiple equity classes supported in the same deal room. Investors can fund directly from their bank account with ACH transfers
APPFOLIO IM*
- Can support multiple equity classes, but some fund types require manual reconciliation on the backend.
KYC/AML
InvestNext
- Protect your firm, expand your investor network, and stay compliant with SEC regulations through fully integrated KYC/AML verification.
APPFOLIO IM*
- Does not offer integrated KYC/AML for credibility and compliance.
Co-Sponsors
InvestNext
- Integrated co-sponsor capital raising including a white-label investor portal, investor contact segmentation, reports & KPIs and position management.
APPFOLIO IM*
- Does not offer co-sponsor support.
Single Sign-On (SSO)
InvestNext
- Single sign-on to create a streamlined experience for your investors. Offer a better experience for active and experienced investors, building loyalty and encouraging repeat investments.
APPFOLIO IM*
- Does not offer SSO for investors.
Onboarding & Support
InvestNext
- Industry leading onboarding & support. Go-live more than 2x faster. Data migration within 7 business days of receipt. Top-tier support for all customers, regardless of size.
APPFOLIO IM*
- Lengthy onboarding process that can take several months.
User Satisfaction
InvestNext
APPFOLIO IM*
- 65 user satisfaction score on G2
Price
InvestNext
- Transparent pricing starting at $499/Mo
APPFOLIO IM*
- Starting at $700/Mo
Natalia Linchenko
TAG SLC
“When we stacked it up against Juniper Square, InvestNext was an easy choice. My positive experience with InvestNext was anchored in its user-friendly interface, robust distribution capabilities, cost-effectiveness, and exceptional support."
Mike Williams
Open Door Capital
“The introduction of InvestNext reshaped our approach. It came at a critical juncture, providing the scalability we needed to surpass our expectations of $50 million in Capital Under Management, reaching $400 million in Capital Under Management within just four years."
Victor Pasaran
Pasago Investment Management
“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."
Raise Capital Faster
With industry-leading functionality. Deliver an elevated investor experience with modern deal rooms, frictionless capital raising, direct inbound funding, co-sponsor and debt fund support, and capital calls.
Industry Leading Onboarding & Support
InvestNext customers go-live faster and get access to quality support, regardless of size.
Distribution Automation
Create complex distribution waterfalls for any operating agreement, automatically calculate distributions and send secure payments to your investors with a few clicks.
