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.
No time for a diagnostic call? Get a quick IR checkup with this 5 minute assessment.
5 minutes to complete the intake form. 30 minutes for your diagnostic call. No obligation to move forward.
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.
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.
After the Call
Within 24 hours, you’ll get a personalized diagnostic report and a follow-up recapping what we covered.
WHAT WE REVIEW
Four areas of your IR operation
Your intake and your diagnostic call cover the four areas where we see the most strain — and where the smallest changes compound the fastest.
AREA 01
Investor Communication
How consistently are investors hearing from you, and how much manual effort does each update take?
AREA 02
Distributions & Reporting
How clean is your distribution process, and how confident are you in the numbers investors see?
AREA 03
Operations & Tech Stack
Where is your team still working in spreadsheets, and what is that costing you in time and accuracy?
AREA 04
Investor Retention
How well is your investor experience set up to earn repeat commitments and referrals?
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 the 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.
Jay Krause — Chief of Staff & Head of Customer Experience
Tyler Small — Sr. Customer Success Manager
Monet Bennett — Senior Strategic Account Manager
Beatrice Sainz — Customer Success Manager
WHY TRUST THIS
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.
