Don’t be limited by your investment management platform: flexible fund structures give your investors more ways to invest with you. Customize your strategy and build the offerings your investors want to see – without added operational complexity.
Flexible Funds
Empower your investors with choice in how they invest their capital. Raise equity, debt, or both all within the same offering. Track commitments in your automated back office, powering promissory note payments with the same technology that calculates equity-based distributions.
Configure your offering with options like:
Flexible Funds
Flexible Funds
Build flexible open-ended funds to attract more investors and evolve your strategy over time. Create unlimited classes, automatically calculate distributions, and deliver seamless investor experiences at every touchpoint.
Flexible Funds
From flexible funds to fund of funds, empower your team with straightforward technology to simplify sophisticated fund strategies.
Centralize operations for your flexible fund including:
“My positive experience with InvestNext was anchored in its user-friendly interface, robust distribution capabilities, cost-effectiveness, and exceptional support.”
Natalia Linchenko | TAG SLC
Create complex distribution waterfalls, automatically calculate distributions and send secure payments to your investors with a few clicks.
Build credibility and impress your investors with a modern, user-friendly experience. Share documents, send updates, and capture investment intent in a centralized hub.
Reduce administrative overhead with automated financial management.
Discover the proven strategies for accessing your share of the $7 trillion retail capital opportunity before your competitors do.
Here’s what you can expect from our guide:
Gain access to proven frameworks and retail investor acquisition strategies.
Retail investors have different expectations. Get insights into best practices on managing your retail investors.
An influx of retail capital will likely come some internal challenges. See how you can align your operational capacity with growing demand.
