Payments and Funding

Build Steady Capital Flow

Accelerate funding, reduce manual effort, and maintain investor momentum with built-in ACH capabilities and flexible account setup. Connect your bank account or open an FDIC-insured depository account directly inside InvestNext.

Fund Commitments

Accelerate capital raising with secure inbound payments up to $1M per each transaction.

Simplify Payouts

Send investor returns directly to bank accounts with a few clicks.

Protect Every Transfer

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

Collect Inbound Funding

Capture Capital Without Friction

Accelerate capital raising with secure inbound payments up to $1M per transaction. Investors link their bank accounts within minutes and fund directly from the subscription flow. Investor entities are automatically added as positions to your cap table, eliminating manual administrative work, tedious reconciliation, and potential for human error in your raise.

Deliver Distributions

Send Distributions Quickly

Streamline your payment process to increase investor satisfaction. Send payments to investors in a few clicks. They are automatically notified when transfers are initiated, and when funds land in their accounts—keeping them informed at every stage.

Streamline Account Creation

Create Depository Accounts

Create and manage an FDIC-insured depository 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:

  • Zero ACH fees
  • One day setup
  • Built-in KYC
  • Remote check deposit
  • Free daily wires
  • Automatic wire reconciliation

Eliminate NACHA Files

Send Payments Without Bank Portals

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.

Secure Your Payments

Protect Every Transaction

Prevent fraudulent activity with InvestNext’s financial institution-grade security, leveraging the highest grade encryption and authentication standards to keep you and your investors’ data safe.
Satisfied Users. Long-Term Relationships.

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Distributions & Payments

Create complex distribution waterfalls, automatically calculate distributions and send secure payments to your investors with a few clicks.

Streamlined Capital Raising

Streamline your fundraising process with engaging deal rooms, frictionless commitment flows, e-signatures, secure inbound funding, automated CRM and back-office integration.

Branded Investor Portal

Build credibility and impress your investors with a modern, user-friendly experience. Share documents, send updates, and capture investment intent in a centralized hub.

Unlock Fast, Secure Capital Flow

Built for GPs who turn capital operations into investor trust
Real Estate Fundraising Automation Recipes
A practical guide for GPs and capital teams

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.

Get Access to Fundraising Automation Recipes

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