‍One Integrated Platform

For GPs, LPs, and Investor Relations teams.

Wow investors with a professional, frictionless capital commitment process. Automate distributions and send secure payments with a few clicks. Empower your investor relations teams to win over investors with the top real estate investment management infrastructure by switching to InvestNext.

Capital Raise Features

INTEGRATED CRM

Build your network to scale

Relationship management is crucial. Gain trust with your investors by sharing mass-email announcements that keep them engaged. Don’t worry; messages are sent individually to avoid reply-all disasters.

Raise capital with ease through our dynamic relationship management integrated CRM
Display syndicators your unique deals with our dynamic offering pages
Feature real estate deals easily on the platform
OFFERING PAGES

Publish professional presentations

Want that professional look and feel? Create interactive deal pages where your investors can see all the facts about your upcoming syndication. Share project stats, photos, videos, and more with anyone in your network.

SECURE FUNDS

Collect funds faster

Interested in speeding up your capital raise? By partnering with industry leaders like Dwolla and Plaid, we’ve made it possible for your investors to send their funds directly within your investor portal – with just a few clicks.

ACH funding feature for all internal real estate syndicators in InvestNext platform

Communications Management Features

Communication

Send updates, mass emails & publish posts

Keep your partners in the loop with structured communication. Our platform talks directly to your email provider, enabling you to easily share photos, videos, and more with your investors.

Internal real estate software messaging feature
Real time CRM messaging feature

Long-Term
Operations Features

WATERFALL HURDLES

Calculate distributions automagically

Manually calculating distributions is time-consuming. Create custom waterfall structures with a drag and drop builder – our product perfectly matches your operating agreement, no formulas needed.

Waterfall Distribution feature ability inside of the InvestNext Software
Calculate complex distributions like waterfall hurdles with the best real estate platform
Dynamic waterfall hurdle distribution calculation feature
Investor payment dashboard with build in ACH processing
DISTRIBUTION PROCESSING

Pay investors directly from your dashboard

Don’t waste your time with manual payments & wire transfers. Send payments electronically with our built-in ACH processing tool – PS: we can print and mail checks for you too 🤯

INVESTMENT PERFORMANCE

Deliver personalized insights

Let us handle the details. Increase confidence in your Investors with instant access to up-to-date performance metrics. You’ll be able to share tax documents, and statements instantly for every deal.

Real estate deal insight with a personalize data dashboard

Security Features

Physical Security

We are hosted on AWS which provides robust, physical data center security and environmental controls.

Encryption

Your data is encrypted in transit using SSL, and at rest using 256-bit AES encryption, the same standards the world’s largest banks use.

Data Usage

We don’t mine or access your data for advertising purposes.

Data Privacy

We only use customer data to provide the service; we don’t look into your account without your permission.

Data Recovery

We regularly back up your data and provide a maximum 24-hour RTO and RPO.

Data Ownership

Your data 100% belongs to you. We won’t delete data in your account without giving you time to export it.

Governance

Ensure the right people get the right level of access to features and capabilities, based on their roles.

Integrated Services

We use OAuth2 to securely authorize other SaaS services and do not store your username or password for those services.

Privacy & Safety

We allow you to turn on and off privacy impacting features to meet your needs.

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