InvestNext vs Appfolio IM

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.

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Why Choose InvestNext?
Solution
InvestNext
Appfolio IM
Capital Raising

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.

 

KYC/AML

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.

Co-Sponsors

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 (SSO)

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.

Onboarding & Support
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.

Lengthy onboarding process that can take several months.

User Satisfaction

91 user satisfaction score on G2.
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68 user satisfaction score on G2

Price

Transparent pricing starting at $499/Mo

Starting at $700/Mo

Solutions
Complex Distributions

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Testimonials
Join other scaling firms on InvestNext

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."

InvestNext Offers More

Raise Capital Faster

With industry-leading functionality. Deliver an elevated investor experience with modern deal rooms, frictionless capital raising, direct inbound funding, co-sponsor support, and capital calls.

Industry Leading Onboarding & Support

InvestNext customers go-live 2x 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.

Highest Rated for User Satisfaction
94 satisfaction score on G2
Ready to see InvestNext in action?
Talk with one of our sales team members to learn more.