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InvestNext Updates: March 2021

March 20, 2021

Product

Investor self-registration and enhanced forms (Beta)

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.

Accredited investor screenshot - product - march 2021 newsletter featured image

Team UpdatesPlease welcome two new team members!

Evan Haft - Head of Sales
Evan Haft

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 Traikoff - Head of Marketing
Lucas Traikoff

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.

Customer Support

Tax season is here!

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.

Hot off the press knowledge base articles

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.

Tip of the Month

Creating and deleting a contact filter

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.

Updates - product screenshot
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Manage your Preferences
When you visit websites, they may store or retrieve data in your browser. This storage is often necessary for the basic functionality of the website. The storage may be used for marketing, analytics, and personalization of the site, such as storing your preferences. Privacy is important to us, so you have the option of disabling certain types of storage that may not be necessary for the basic functioning of the website. Blocking categories may impact your experience on the website. More Infomartion
Essential
These items are required to enable basic website functionality.
Always Active
Marketing
These items are used to deliver advertising that is more relevant to you and your interests. They may also be used to limit the number of times you see an advertisement and measure the effectiveness of advertising campaigns. Advertising networks usually place them with the website operator’s permission.
Personalization
These items allow the website to remember choices you make (such as your user name, language, or the region you are in) and provide enhanced, more personal features. For example, a website may provide you with local weather reports or traffic news by storing data about your current location.
Analytics
These items help the website operator understand how its website performs, how visitors interact with the site, and whether there may be technical issues. This storage type usually doesn’t collect information that identifies a visitor.
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