Your data. Your AI. Your next move.

AI doesn't know your investors.
InvestNext does.

Spot an investor relationship that deserves attention.

Which longtime investors committed less in our last two raises than they usually do?

4 longtime investors committed below their usual amount in both of the last two raises.

Walk into every investor call prepared.

Prep me for my 2pm call with the Harlan Family Trust: holdings, recent distributions, and anything I should know.

Here’s your brief on the Harlan Family Trust: 3 active positions and 2 distributions this year.

See what changed without comparing two exports.

What changed in commitments and distributions between Q2 and Q3?

Q3 commitments rose 12% over Q2, while distributions held roughly flat.

Catch what's missing before a distribution.

Before Friday’s distribution, which investors are missing banking details or tax forms?

6 investors in Friday’s distribution need attention: 4 are missing banking details and 2 need tax forms.

Build the reporting view you actually need.

Show Fund II and Fund III investors with distributions over $50K this year, grouped by class.

Found 23 investors across Fund II and Fund III with distributions over $50K, grouped into 3 classes.

Why InvestNext MCP

Bring your investment data into play.

InvestNext brings the data and workflows behind your investment operations into one platform, from raising capital and managing investor relationships to reporting, distributions, and compliance.

That makes InvestNext a powerful source of context for AI. With the right context, your team can uncover what matters, spot what might otherwise be missed, and discover new possibilities in the work you already do.

“Tasks that once required manual pulls and cross-referencing can now happen in seconds, freeing our team to focus on the two things that matter most: managing our investments and deepening our investor relationships.”

Simon O’Shea

Co-Founder and Chief Investment Officer, Ballast Rock

“MCP turns InvestNext into a live data source our AI tools can actually act on. Dashboards, scheduled insights, workflows we haven’t even thought of yet, it opens up a category of work that wasn’t practical before.”

Karl Graham

Principal, Luminus Capital

“Connecting AI to InvestNext will eventually act as a 24/7 digital assistant for our Investor Relations team, instantly pulling real time performance numbers and personalization for sophisticated LPs with zero manual friction.”

Kelvin Evans

Director of Investor Success, Sunrise Capital Investors

Get personalized recommendations

Find your starting move for
AI-powered workflows in under five minutes.

Answer a few questions about your fundraising, investor relationships, operations, and oversight to identify where AI could create meaningful leverage for your team.

Explore Use Cases

One connection to your InvestNext data can open up new possibilities across your entire capital operation.

The Investor VIP: Four AI-Assisted Ways to Make Investors Feel Seen

Create more opportunities for thoughtful, personal investor interactions.

In Sync: Five AI-Supported Ways to Keep Your Internal Team Aligned

Keep internal teams aligned and focused on high-impact tasks.

Beyond the Standard Report: Building Custom Views with MCP

Explore your data beyond the boundaries of basic reporting.

Data secured. Relationships protected.

InvestNext

Your records stay here

Reading InvestNext data

Applying your permissions

Composing your answer

Your AI

Your answer takes shape

Read-only by design

MCP can access and synthesize InvestNext data to answer questions, surface insights, and create useful outputs. It cannot alter your InvestNext records, protecting the integrity of your data.

Permission-aware

Your existing InvestNext permissions carry through to MCP. Users only have access to the investor and investment data they’re already authorized to see.

Available now for all customers

Get InvestNext MCP today.

Curated investment insights, delivered by your AI.

AI doesn't know your investors.InvestNext does.