Seeking a more powerful alternative to Juniper Square? InvestNext offers a comprehensive real estate investment management platform that adapts to your firm’s evolving needs.
Discover why leading firms are switching to InvestNext for its flexible capital raising, powerful distribution engine, and industry-leading compliance suite. Our seamless transition process and robust integrations ensure you’re up and running 2x faster than with competitors.
Comprehensive Compliance Suite Unlike Juniper Square, InvestNext offers a fully integrated compliance toolkit. Stay ahead of regulatory requirements with built-in KYC/AML verification, in-platform accreditation letters, and SOC 2 Type 1 & 2 certification. Protect your firm and investors while streamlining your workflow.
Seamless Capital Movement Facilitate large transactions quickly and securely. Transfer up to $1 million per transaction within the platform, keeping your investors engaged with fast, safe, and convenient fund transfers for both capital calls and distributions.
Flexible Fund Structures Adapt to any investment strategy with support for multiple equity classes and fund types in a single offering. Easily handle complex structures including open-ended funds, debt funds, and funds with multiple start dates. Scale your operations without changing platforms.
Transparent pricing starting at $499/Mo
Starting at $750/Mo
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.
Lacking integrated accreditation check. Only one equity class supported per deal page, resulting in deal page duplication to facilitate multiple class structures. Inbound payments must be delivered via wire or check.
Send and receive payments through fast, secure ACH transfers. Investors connect bank accounts in minutes and can fund projects instantly. Send payments with a few clicks.
Supports outbound ACH transfers. Inbound payments must be delivered via wire or check.
Sponsors must engage with the fund administration team, which comes with additional cost, to execute capital calls.
Integrated co-sponsor capital raising including a white-label investor portal, investor contact segmentation, reports & KPIs and position management.
91 user satisfaction score on G2.
Click here to learn more
51 user satisfaction score on G2
Price
InvestNext
- Transparent pricing starting at $499/Mo
JUNIPER SQUARE*
- Starting at $750/Mo
Equity Classes & Debt Funds
InvestNext
- Supports multiple equity and debt classes. You can conveniently add new positions and promissory notes.
JUNIPER SQUARE*
- Does not support multiple equity classes or debt funds.
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.
JUNIPER SQUARE*
- Lacking integrated accreditation check. Only one equity class supported per deal page, resulting in deal page duplication to facilitate multiple class structures. Inbound payments must be delivered via wire or check.
Compliance
InvestNext
- Industry-leading compliance suite including KYC/AML verification, in-platform investor accreditation letters, and self-attestation.
JUNIPER SQUARE*
- KYC checks and identity screening with the option to upload existing accreditation letters.
Security
InvestNext
- Investor data privacy for joint venture partnerships, SOC 2 Types 1 & 2 Certified by the AICPA.
- Enhanced security with 2FA authentication and bank-grade encryption.
JUNIPER SQUARE*
- SOC 1 Type 2 and SOC 2 Type 2 Assessments. 2FA Authentication and bank-grade encryption.
Inbound & Outbound Payments
InvestNext
- Send and receive payments through fast, secure ACH transfers. Investors connect bank accounts in minutes and can fund projects instantly. Send payments with a few clicks.
JUNIPER SQUARE*
- Supports outbound ACH transfers. Inbound payments must be delivered via wire or check.
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.
JUNIPER SQUARE*
- Lengthy onboarding process that takes 2.6 months on average.
Capital Calls
InvestNext
- Call capital progressively whenever needed for capital raises, or require investors to fund 100% of their commitment up front.
JUNIPER SQUARE*
- Sponsors must engage with the fund administration team, which comes with additional cost, to execute capital calls.
Co-Sponsors
InvestNext
- Integrated co-sponsor capital raising including a white-label investor portal, investor contact segmentation, reports & KPIs and position management.
JUNIPER SQUARE*
- Co-sponsors can be added as admins to the portal, exposing your investor data.
User Satisfaction
InvestNext
- 91 user satisfaction score on G2. Click here to learn more
JUNIPER SQUARE*
- 51 user satisfaction score on G2
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."
Expedited Platform Transition
Switch to InvestNext without disrupting your operations. Our industry-leading onboarding process ensures smooth data migration and system integration. Go live 2x faster than with competitors, with dedicated support every step of the way.
Bespoke Investor Experience
Elevate your brand and meet diverse investor needs. Customize your investor portal, communications, and reporting to align with your firm's unique identity. Create a cohesive, professional experience that keeps investors engaged and coming back.
Future-Proof Your Operations
Stay ahead of the curve with a platform that evolves alongside industry trends. Our commitment to continuous innovation means you'll always have access to cutting-edge features and tools. Benefit from regular updates driven by client feedback and emerging market needs.
