The Investor Relations Health Check
A Straight Answer on
Where Your IR Operation Stands
A free diagnostic evaluation from InvestNext’s Customer Experience team. Built from patterns across 1,600+ GPs and 90,000+ investors. No pitch. Just an honest read on where you stand.
5 minutes to complete the intake form. 30 minutes for your diagnostic call. No obligation to move forward.
No time for a diagnostic call? Get a quick IR checkup with this 5 minute assessment.
Built from patterns across
1,600+
GPs
90,000+
Investors
Why This Exists
Built for Your Frontlines
Capital is harder to raise than it used to be, and LPs expect more from the firms they invest with: faster answers, cleaner reporting, and communication they can count on. What used to be considered back-office work is now a visible extension of a GP’s brand.
The Investor Relations Health Check exists to give you an impartial view into how your investor relations stack up against the top operators raising capital today.
Is This For You?
Built for Established Operators
Good Fit
You’re managing active investors across multiple deals, and your processes are experiencing mild to moderate strain in a few key areas — and potentially significant strain in one or two.
How It Works
Three Steps, Start to Finish
1
Before the Call
A short intake (3–5 minutes) covering four areas of your IR operation: investor communication, distributions and reporting, operations and tech stack, and investor retention.
2
On the Call
A structured 30-minute conversation. We’ll walk through what you shared, tell you where we see the biggest opportunities, and leave you with 2–3 recommendations we see working well for our sponsors that you can act on immediately — no demo required.
3
After the Call
Within 24 hours, you’ll get a personalized diagnostic report and a follow-up recapping what we covered.
What You’ll Walk Away With
Something You Can Use the Same Day
A clear picture of where your IR operation stands across communication, distributions, operations, and retention.
At least one or two recommendations you can act on immediately.
A written diagnostic report you can share with your team.
Who You’ll Meet With
Not a Sales Call. A Conversation With People Dedicated to Sponsor Success.
This isn’t a sales demo. You’ll be talking to someone from InvestNext’s Customer Success team. These people work hands-on with our GPs on distributions, reporting, and investor communication.
They’re not guessing. They’ll tell you what patterns they observe across real accounts, every single day.
JK
Jay Krause
Chief of Staff & Head of Customer Experience
TS
Tyler Small
Sr. Customer Success Manager
MB
Monet Bennett
Senior Strategic Account Manager
BS
Beatrice Sainz
Customer Success Manager
Built From Real Patterns, Not Guesswork
Since 2018, InvestNext has sat at the center of IR operations. Today, we support 1,600+ GPs and 90,000+ investors. Every insight you hear on your call comes from real patterns we’ve seen play out across our platform.
Your operations. Our insights.
No demo required.
Free 30 minute session. Built from patterns across 1,600+ GPs and 90,000+ investors.
