The platform built for CRE GPs who need more than payments.
CRE General Partners know that long-term investor relationships, accurate distribution calculations, and a customizable investor experience are just as critical as their payments infrastructure.
See why GPs who prioritize seamless end-to-end operations are choosing InvestNext.
Complete CRE Operations (Including Payments)
From capital raising to complex waterfall modeling, all your day-to-day investment workflows live in one place
Built-In Relationship Management
Our native CRM lets you track pipelines, manage follow-ups, and keep investor communications on track without switching systems.
Branded Investor Experience
Deliver a seamless LP portal experience with your firm’s own brand, tailored look, and curated performance views.
Integrated Capital Raising & CRM
Track prospects, run targeted outreach, and convert interest into commitments all inside the same system that manages your investments.
Automated Waterfalls & Reporting
Replace spreadsheets with built-in waterfall logic and real-time dashboards, so both you and your investors always have accurate, up-to-date numbers.
Customizable, Branded Investor Portal
Control the look and feel of your portal, select which performance metrics LPs see, and use your own subdomain for a consistent brand experience.
Purpose-Built for CRE Complexity
Don’t be limited by your investment management platform. Grant investors more flexibility and opportunities to participate in your deals. Raise capital for multiple equity classes and debt in the same project, and support open-ended or customizable funds.
End-to-End Investor Lifecycle Management
From first LP meeting to final distribution, your team operates from a single source of truth. Capital raising, commitments, reporting, and payouts happen in one flow, cutting operational overhead and minimizing errors.
Investor Experience Without Friction
Reduce friction, eliminate delays, and get more investments across the finish line. With a frustration-free subscription process, investors complete compliance require
Guide investors through commitments and funding in a straightforward process that eliminates unnecessary steps. With a fully branded portal and transparent status updates, LPs get the clarity and confidence they expect.
ments, sign essential documents, and link their bank accounts to securely fund commitments through one easy flow.
1,600+ GPs and 70,000+ Investors
200+ GPs and 18,000 Investors
Complex Distributions
InvestNext
- Create complex distribution waterfalls with more customization options than any other tool including support for multiple equity and debt classes.
- Automatically calculate distributions and send secure payments to your investors with a few clicks.
JUNIPER SQUARE*
- Limitations for fund structures and lacking support for multiple contribution start dates. Only one waterfall model per project or fund.
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.
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
- 82 user satisfaction score on G2. Click here to learn more
JUNIPER SQUARE*
- 47 user satisfaction score on G2
Price
InvestNext
- Transparent pricing starting at $499/Mo
JUNIPER SQUARE*
- Starting at $750/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 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.
