Prospective investors can now register for an investor portal account on your branded investor portal login page. But we didn't stop there! We overhauled our form builder so that you can build out customizable forms that capture and store the investor's information. That info is fed right into the CRM which you can then filter on.For Example: You might want to know if the investor is accredited or not.Simply create and add a new custom radio field to the form and investors will be prompted to answer when registering for an account. If you're interested in being one of the first to use this new feature, please reach out to our support team. Remember you can always message us directly from within the platform.
Team UpdatesPlease welcome two new team members!
Evan is the Head of Sales at InvestNext and joined the team in 2021 after a 10 year career with Marriott International. Evan held several positions of leadership in both sales and operations, leading property success at brands including The Ritz-Carlton Hotel Company. Under Evan’s leadership, the business was able to record record-level sales and growth through creating a positive team environment that strives to build lasting customer relationships. Evan currently resides in Santa Barbara, California. In his spare time, Evan enjoys everything outdoors, but has a passion for golf, cycling, and traveling.
Lucas is the Head of Marketing at InvestNext and joined the team in 2021. Lucas’s background is centered around real estate marketing and automation. In his most recent position, Lucas lead marketing efforts at a private family real estate development firm in Seattle.
He will be overseeing the rollout of our new website, as well as working closely with the team to grow our marketing channels. Based out of Longmont Colorado, Lucas spends his free time skiing and collecting rare and carnivorous plants.
Did you know that you can mass upload your investor's K1 documents into InvestNext for distribution? After upload InvestNext will intelligently associate the K1's to the investor in the system. Once uploaded and shared your investors can receive their K1 by logging into the investor portal.
Form submissions can be used outside of just account registration. It's also a great way to generate leads for new capital raises.Learn more about how to use form submissions here.
Contact filters are a powerful way of segmenting your investor base. If you haven't already, try creating a new contact filter. You can always delete a contact filter that you have created.Not seeing the column you want to filter on? Navigate to the Filter button > Edit Columns and enable the column you're interested in.Remember to check for new feature updates by clicking on the lightning bolt icon.
