Accelerate funding, reduce manual effort, and maintain investor momentum with built-in ACH capabilities and flexible account setup. Connect your bank account or open a business account directly in InvestNext.
InvestNext, Inc. is a software company, not an FDIC-insured banking institution. Banking services are provided by Grasshopper Bank, N.A., Member FDIC.
Accelerate capital raising with secure inbound payments up to $1M per each transaction.
Send investor returns directly to bank accounts with a few clicks.
Safeguard your capital operations with institution-grade security.
“The turning point in our decision-making process was InvestNext’s Automated Payments. This feature not only meant significant time savings but also fit seamlessly into our long-term plans.”
Patrick Keltner, Director of Innovation | Griffin Partners
Create and manage a business account directly inside InvestNext, typically in one business day. With a Transact account uniquely designed for capital raising, there are no bank appointments to schedule, no branch visits, and no need to navigate unfamiliar external portals.
With Transact, you’ll benefit from:
Traditional ACH workflows require exporting payment data, generating NACHA files, and uploading them into bank portals, adding unnecessary steps and opportunities for mass error.
InvestNext executes ACH transfers directly from the platform, ensuring payments move automatically without generating files or navigating external banking systems.
Your team spends less time preparing payment batches and more time managing investor relationships, while every transfer remains fully tracked and reconciled inside InvestNext.
Create complex distribution waterfalls, automatically calculate distributions and send secure payments to your investors with a few clicks.
Streamline your fundraising process with engaging deal rooms, frictionless commitment flows, e-signatures, secure inbound funding, automated CRM and back-office integration.
Build credibility and impress your investors with a modern, user-friendly experience. Share documents, send updates, and capture investment intent in a centralized hub.
* Terms and conditions apply.
InvestNext, Inc. is a software company, not a bank or an FDIC-insured depository institution. Banking services are provided by Grasshopper Bank, N.A., Member FDIC. FDIC deposit insurance coverage is available only to protect you against the failure of an FDIC-insured bank that holds your deposits and subject to FDIC limitations and requirements. FDIC deposit insurance only covers the failure of Grasshopper Bank, N.A. It does not protect you against the failure of InvestNext or other third party.
Fundraising rarely breaks because of demand.
It breaks when systems drift, signals get missed, and teams lose visibility at the worst possible moments.
This guide shows how modern real estate firms can use automation to keep investor data, CRM activity, and operational workflows aligned from first interest through funded commitment.
