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Flexible Funds and Fund of Funds

Simplify Fund Management

Centralize operations and offer more ways to invest – without being limited by your investment management platform. From flexible funds to fund of funds, empower your team with straightforward technology to simplify sophisticated fund strategies.

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Adaptable

Evolve your strategy over time through a platform that evolves with you.

Centralized

Support complex structures inside the platform from start to finish.

Accessible

Provide unparalleled transparency to bring your investors closer.

Adaptable

Go Beyond Traditional Structures

Design investment vehicles that work for you and your investors. Whether you’re building flexible funds or managing fund of funds, you can customize your investors’ experience with multiple investment types, strategies, and classes from one, centralized platform.

Centralized

Skip Partial Solutions

Create compelling investment opportunities for your fund directly inside the platform – without worrying about how you’ll operate against them later.

Flexible Funds:

  • Multiple investment strategies
  • Various share classes
  • Flexible entry periods
  • Strategy-specific reporting

Fund of Funds:

  • Multi-entity consolidation
  • Layered fee structures
  • Cross-fund reporting
  • Investment tracking across vehicles
Accessible

Nurture Investor Loyalty

Build credibility, consistency, and trust over your fund’s lifetime with 24/7 investor access to updates, performance data, and essential documents. Eliminate resource-intensive information and document requests to give your team more time back to invest in growing your fund.

“My positive experience with InvestNext was anchored in its user-friendly interface, robust distribution capabilities, cost-effectiveness, and exceptional support.”

Natalia Linchenko | TAG SLC

  • What our customers say
Satisfied Users. Long-Term Relationships.

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All features
Distributions & Payments

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

Branded Investor Portal

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

Automated Back-Office

Reduce administrative overhead with automated financial management.

Meet Investor Demands with Flexible Funds

No added operational complexity required.
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Guide: How to Capture Retail Investor Capital​

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:

Proven Acquisition Strategies

Gain access to proven frameworks and retail investor acquisition strategies.

The Secret to Raising Capital from Retail Investors

Retail investors have different expectations. Get insights into best practices on managing your retail investors.

Tools That Scale With Your Firm

An influx of retail capital will likely come some internal challenges. See how you can align your operational capacity with growing demand.

Download the Guide to Capture Retail Capital

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