Integrate With Your Favorite Tools

Swap manual processes for automated workflows so your team can focus on building greater value for your firm and investors.


Automate workflows and streamline critical processes - all fully customized for your firm.


Build long lasting investor relationships and communicate using your preferred tool. Track actions automatically in InvestNext.


Integrate InvestNext’s platform with your favorite business applications to create seamless workflows.

Save Time with Custom Integrations

Access custom integrations with every InvestNext plan. Connect to thousands of apps with our Zapier integration to automate workflows and streamline your processes.

Stay Connected with Email Synchronization

Connect your email inbox directly with InvestNext to manage communications in your preferred system. Communications and actions are tracked and stored in the InvestNext CRM via a two-way sync, ensuring you don’t miss a single touchpoint with your investors.

Integrate with Thousands of Apps

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

Natalia Linchenko | TAG SLC

Highest Rated for User Satisfaction

Explore the platform​

Fully Integrated CRM

Cultivate trusted relationships, build credibility and enhance investor satisfaction - all while saving time through automated workflows.

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.

Build Your Custom InvestNext Experience​

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