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Open-Ended Funds

Evolve Your Offerings with Flexible Fund Structures

Don’t be limited by your investment management platform. Build flexible offerings to attract more investors and evolve your strategy over time. Create unlimited classes, automatically calculate distributions, and deliver seamless investor experiences at every touchpoint.
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Flexible

Attract investors through flexible investment structures without added operational complexity.

Precise

Maintain accurate capital stack management across multiple entry dates.

Intuitive

Foster long-term relationships with easy, institutional-grade investor experiences.

Flexible Funds

Customize Your Strategy

Your strategy shouldn’t be constrained by your technology. Manage multiple share classes, varied entry dates, and complex waterfall structures while maintaining accurate ownership calculations and investor distributions.
Configure your offering with options like:
  • Maturity date or term length
  • Interest rate
  • Minimum & maximum investment amounts
  • Accrual and flat rates
  • Auto-close for each class
  • Early pay-offs and roll-offs

Automated

Manage Ownership with Precision

Maintain your capital stack based on ownership percentages and multiple start dates. Update market values while automatically preserving existing investor positions – managing all aspects of your fund within a single project from start to finish.
Configure your open-ended fund with:
  • Unlimited investment classes
  • Custom distribution plans
  • Pro-rata distribution hurdles to time-weight allocations
  • Distribution reinvestment
  • Class-specific details

Intuitive

Build Trust Through Transparency

Foster long-term relationships with institutional-grade investor experiences. Automated statements, clear performance metrics, and secure document management boost credibility and build lasting investor loyalty.
Configure your open-ended fund with:
  • Unlimited investment classes
  • Custom distribution plans
  • Pro-rata distribution hurdles to time-weight allocations
  • Distribution reinvestment
  • Class-specific details

“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

Build credibility and impress your investors with a modern, user-friendly experience. 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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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.

  • Keep investor activity, CRM data, and fundraising workflows in sync
  • Apply 10 proven Zapier workflows used by real estate GPs
  • Reduce stalled commitments and manual follow-ups
  • Scale fundraising operations without adding headcount
Get Access to Fundraising Automation Recipes

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