Now in Early Access · InvestNext MCP

The AI you already use.

The InvestNext data you already trust.

InvestNext insights, delivered by Claude.

InvestNext MCP connects Claude directly to your InvestNext platform. Ask who your top investors are. Ask how a fund is tracking. Ask for talking points before a call. Every answer, grounded in the data you trust to run your business every day.

WATCH INVESTNEXT MCP IN ACTION — 2:30

Trusted by

$23B+

Funds Managed

$23B+

Funds Managed

“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 · Charter Council Member

What is InvestNext MCP?

The power of Claude,

now with InvestNext context.

InvestNext MCP feeds the AI tool your team already uses directly from your InvestNext data. Rather than asking your AI to work without context, InvestNext MCP connects it to the investor intelligence, fund performance, and capital activity you’ve spent years building. The depth stays in InvestNext. The answers are always just a question away.

Skip the search

Ask a plain-English question. Get a grounded answer from your InvestNext data in seconds. No complex dashboards or reports to navigate to access what you need to know.

Ready before every call

In the time it takes to pull up a contact in your CRM, get a full picture of an investor’s history, investments, and recent updates, delivered as talking points or any other preferred format.

Grounded in your data

Every response is sourced directly from your InvestNext account, built on the data you trust every day.

Works where you work

Whether an unplanned introduction at an event or a call from the road, surface the context you need without delegating the lookup to someone at their desk.

Turn questions into artifacts

Ask for talking points, a summary, presentation decks, or a one-pager. InvestNext MCP can synthesize raw data into a format you can use immediately.

Permission-aware by design

Responses respect InvestNext user access levels. Sensitive investor data is only surfaced to users with permission to see it.

Early Access Program

Get in early. Chart the path.

Three tiers. One window. The earlier you move, the more you get.
InvestNext MCP is available to a limited group of GPs before general release.

Innovator

Sign by July 31st

10 spots available

12 months

From date of signature

Dedicated MCP Specialist

1-1 implementation support

Monthly session with founders

3 months

Priority Adopter

Sign by August 31st

20 spots available

6 months

From date of signature

Small group onboarding session

Feedback session with InvestNext product team

Early Access

Sign by October 31st

40 spots available

—

Guaranteed access before general waitlist

* Innovator tier requires a minimum of $10M FUM. Complimentary access terms are reflected in contract language. Contact your account executive for details.

FAQ

Common questions about

InvestNext MCP.

What exactly is InvestNext MCP — and how is it different from InvestNext today?

InvestNext MCP is a read-only intelligence layer that connects Claude and other AI tools directly to your InvestNext data. It doesn’t replace InvestNext. It removes the navigation layer between your team and what’s in it, so anyone with the right permissions can ask a question and get a data-backed answer in seconds, without logging in or running a report.

What does "complimentary access" mean in the contract?

During your complimentary access period, InvestNext MCP is included at no additional cost from the date of signature. Specific terms are reflected in your contract. Contact your account executive for details on your tier.

What happens if InvestNext MCP isn’t fully launched before my complimentary period starts?

Your complimentary period begins from the date InvestNext MCP is made available to your account. We will not start the clock before access is provisioned.

What does the InvestNext MCP Advisory Council actually involve?

Charter Council members receive direct access to the InvestNext founding team, early input on product direction, and a named role in helping shape what InvestNext MCP becomes. Cadence and format details are shared with Innovator tier members at signing.

Do I need to do anything technically to get InvestNext MCP on my InvestNext account?

No new software to install. InvestNext MCP connects to the AI tools you’re already using. No new login to manage. Your InvestNext onboarding team will walk you through setup.

What happens after October 31?

After October 31, InvestNext MCP moves to a general waitlist. Early Access program tiers and complimentary pricing will no longer be available.

Is our investor data secure when it goes through an AI?

InvestNext MCP is read-only. It does not write to, modify, or delete anything in your InvestNext platform. Responses respect your existing InvestNext permission structure: users only see what they’re authorized to see. How your data is handled within Claude is governed by your organization’s Claude plan and data sharing settings. We recommend verifying those settings with your Claude administrator.

Ready to See

InvestNext MCP in Action?

Join the GPs already using InvestNext to build smarter, more connected investor relationships. See how InvestNext MCP surfaces the data you’ve already built — so every investor conversation has context, every decision is backed by data, and every touchpoint reinforces why investors keep coming back.

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Stay in the know

Not ready to evaluate yet?

Not ready to evaluate InvestNext MCP just yet — but want to stay in the loop? Drop your email and we’ll keep you updated on what’s new, what’s next, and when the time is right.