The AI you already use.
The InvestNext data you already trust.

InvestNext insights, delivered by Claude.

Catch what's missing before a distribution.

Surface missing banking information, tax documents, or subscription agreements before your team begins processing payments.

Build the reporting view you actually need.

Ask for a specific set of projects, investors, classes, or time periods instead of relying on an all-or-nothing standard report.

Spot an investor relationship that deserves attention.

Find longtime investors whose recent participation differs from their history, so your team knows where a conversation may be worth having.

Walk into every investor call prepared.

Pull holdings, recent distributions, and relevant account information into a pre-call briefing.

See what changed without comparing two exports.

Compare reporting periods and flag meaningful changes across commitments, distributions, or transaction activity.

WHY INVESTNEXT MCP

The bridge between AI and your data.

InvestNext MCP connects the AI you already use to the investment data you already trust, creating new ways to understand investors, answer questions, build reports, and tackle the workflows that take up your team’s time.

PURPOSE-BUILT FOR INVESTMENT MANAGEMENT

Precise data creates powerful possibilities.

InvestNext brings the data and workflows behind your investment operations into one platform.

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.

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.

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“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

Data secured. Relationships protected.

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 access to InvestNext MCP.

Connect with our team to explore MCP for your InvestNext account. Complete the form to schedule a demo.

The AI you already use.The InvestNext data you already trust.