Scalable Plans
Simple pricing
For Syndicators, General Partners, and Investor Relations.
Plans suitable for any investment size, from initial deals to billion-dollar funds.
Fundraising
$99/month
Most popular
All-In-One
From $399/month
Fund Admin
Incoming and outgoing funds
Incoming & Outgoing Funds are payments that are sent to and from outside stakeholders, via Automated Clearing House (ACH), such as an automatically calculated investor distribution or an investor contribution from a capital raise.
0.03% + 25¢per individual payment (capped at $25). If sending physical checks from InvestNext, an additional fee of $1.85 is assessed per physical check sent.
Features | Fundraising | All-In-One | Fund Admin | |
---|---|---|---|---|
Document-sharing | ||||
Investor updates publishing | ||||
Live investment KPIs | ||||
Transaction history | ||||
Detailed asset summaries & reporting | ||||
Automated K-1 sharing | ||||
Investor self-service & profile management | ||||
Custom investor portal layout | ||||
Investor entity & account management | ||||
SPVs, funds, & other alternative investment structures | ||||
Cap table & equity management | ||||
Loan/debt management | ||||
Document management | ||||
Firm-branded reports | ||||
Waterfall modeling & automation | ||||
Automated distributions & payments | ||||
Multiple currencies | ||||
Open-end funds and REITs | ||||
White Label Co-Sponsor Portal | ||||
Investor Contact Segmentation | ||||
Full Project Visibility | ||||
Reports & KPIs | ||||
Lead management | ||||
Opportunity management | ||||
Customizable fundraising pipeline | ||||
Contact management | ||||
Task management, activity feed | ||||
Universal email integration | ||||
Mass email | ||||
Email tracking & notifications | ||||
Custom fields | ||||
Soft commitments | ||||
Guided subscriptions | ||||
Fully integrated e-signatures | ||||
Track investor accreditation status | ||||
Collect funds from investors automatically | ||||
Track investor funding status | ||||
Investing entity tracking | ||||
Co-sponsor management | ||||
Customizable offerings pages | ||||
Shareable offerings | ||||
Embedded offerings | ||||
Content publisher | ||||
Portfolio track record | ||||
List segmentation | ||||
Lead capture forms | ||||
Fine-grained user permissions | ||||
Two-factor authentication | ||||
End-to-end data encryption | ||||
Continuous penetration testing & monitoring | ||||
Detailed user-audit logs | ||||
PCI DSS certified | ||||
Email & in-app support | ||||
Video call support | ||||
Continuous education | ||||
Dedicated deployment resource | ||||
Fund Accounting | ||||
Treasury Services | ||||
Record Keeping & Bookeeping | ||||
Investor Services |
Features | |
---|---|
All-in-one | |
Soft commitments | |
Guided subscriptions | |
Fully integrated e-signatures | |
Track investor accreditation status | |
Collect funds from investors automatically | |
Track investor funding status | |
Investing entity tracking | |
Co-sponsor management | |
Customizable offerings pages | |
Shareable offerings | |
Embedded offerings | |
Content publisher | |
Portfolio track record | |
List segmentation | |
Lead capture forms | |
Lead management | |
Opportunity management | |
Customizable fundraising pipeline | |
Contact management | |
Task management, activity feed | |
Universal email integration | |
Mass email | |
Email tracking & notifications | |
Custom fields | |
Investor entity & account management | |
SPVs, funds, & other alternative investment structures | |
Cap table & equity management | |
Loan/debt management | |
Document management | |
Firm-branded reports | |
Waterfall modeling & automation | |
Automated distributions & payments | |
Multiple currencies | |
Open-end funds and REITs | |
Document-sharing | |
Investor updates publishing | |
Live investment KPIs | |
Transaction history | |
Detailed asset summaries & reporting | |
Automated K-1 sharing | |
Investor self-service & profile management | |
Custom investor portal layout | |
Fine-grained user permissions | |
Two-factor authentication | |
End-to-end data encryption | |
Continuous penetration testing & monitoring | |
Detailed user-audit logs | |
PCI DSS certified | |
Email, in-app, & Video call support | |
Continuous education | |
Dedicated deployment resource | |
Fundraising | |
Soft commitments | |
Guided subscriptions | |
Fully integrated e-signatures | |
Track investor accreditation status | |
Collect funds from investors automatically | |
Track investor funding status | |
Investing entity tracking | |
Co-sponsor management | |
Customizable offerings pages | |
Shareable offerings | |
Embedded offerings | |
Content publisher | |
Portfolio track record | |
List segmentation | |
Lead capture forms | |
Lead management | |
Opportunity management | |
Customizable fundraising pipeline | |
Contact management | |
Task management, activity feed | |
Universal email integration | |
Mass email | |
Email tracking & notifications | |
Custom fields | |
Investor entity & account management | |
SPVs, funds, & other alternative investment structures | |
Cap table & equity management | |
Loan/debt management | |
Document management | |
Firm-branded reports | |
Waterfall modeling & automation | |
Automated distributions & payments | |
Multiple currencies | |
Open-end funds and REITs | |
Document-sharing | |
Investor updates publishing | |
Live investment KPIs | |
Transaction history | |
Detailed asset summaries & reporting | |
Automated K-1 sharing | |
Investor self-service & profile management | |
Custom investor portal layout | |
Fine-grained user permissions | |
Two-factor authentication | |
End-to-end data encryption | |
Continuous penetration testing & monitoring | |
Detailed user-audit logs | |
PCI DSS certified | |
Email & in-app support | |
Video call support | |
Continuous education | |
Dedicated deployment resource | |
Fund Admin | |
Soft commitments | |
Guided subscriptions | |
Fully integrated e-signatures | |
Track investor accreditation status | |
Collect funds from investors automatically | |
Track investor funding status | |
Investing entity tracking | |
Co-sponsor management | |
Customizable offerings pages | |
Shareable offerings | |
Embedded offerings | |
Content publisher | |
Portfolio track record | |
List segmentation | |
Lead capture forms | |
Lead management | |
Opportunity management | |
Customizable fundraising pipeline | |
Contact management | |
Task management, activity feed | |
Universal email integration | |
Mass email | |
Email tracking & notifications | |
Custom fields | |
Investor entity & account management | |
SPVs, funds, & other alternative investment structures | |
Cap table & equity management | |
Loan/debt management | |
Document management | |
Firm-branded reports | |
Waterfall modeling & automation | |
Automated distributions & payments | |
Multiple currencies | |
Open-end funds and REITs | |
Document-sharing | |
Investor updates publishing | |
Live investment KPIs | |
Transaction history | |
Detailed asset summaries & reporting | |
Automated K-1 sharing | |
Investor self-service & profile management | |
Custom investor portal layout | |
Fine-grained user permissions | |
Two-factor authentication | |
End-to-end data encryption | |
Continuous penetration testing & monitoring | |
Detailed user-audit logs | |
PCI DSS certified | |
Email, in-app, & on-demand video call support | |
Continuous education | |
Dedicated deployment resource |
Questions? We got you covered.
Real Estate investment is complicated enough, so we work hard to make everything about our product easier to understand. Here are some answers to frequently asked questions:
Which plan is right for me?
Fundraising: is a perfect starting point for first-time capital raisers. This plan is a great option for sponsors that do not yet have an existing portfolio of investments, but want to streamline an upcoming capital raise.
All-In-One: Fundraising + everything a sponsor needs to automate investor reporting, distributions, and other back office operations. This plan is designed for sponsors that have an existing portfolio of investments.
Fund Admin: All-In-One + our premium, hands-on service, designed to streamline the management of your InvestNext system. Ensuring expert oversight of your project and operating agreement. We help manage your entire investment lifecycle with an integrated administrator for your existing back-office team. This covers all aspects of fund administration, offering a seamless and efficient experience for both fund managers and investors.
How much can I send and receive via ACH?
We’ve developed partnerships with leading payment processors across the globe – with InvestNext, you can transact up to $1,000,000 in a single transaction.
How does InvestNext’s pricing work?
InvestNext offers flexible pricing options to suit your needs. InvestNext operates on a subscription model with a 12 month initial agreement. This ensures consistent, quality service for all your investment needs.
All-In-One starts at $399 per month, paid annually, up to $10 million Funds Under Management. Our flexible pricing scales with you as your grow, based on your active Funds Under Management.
Fundraising is a flat rate of $99 per month, with the option to pay monthly.
Our subscription model is designed to provide flexibility and value, aligning with your investment journey. The pricing for our services includes an initial data migration and onboarding fee, which is determined based on your tier and the specific services you select.
Note that if Funds Under Management increase or decrease, your monthly subscription will be updated throughout the subscription period accordingly.
How easy is it to switch plans?
You can switch plans with just a few clicks. For instance, you’ve been on Fundraising and have just completed your first fundraise on InvestNext. You recognize that you’ll want to start reporting to your investors, paying out distributions and continue vetting prospective investors for future offerings. In this case, you might select to move to All-In-One, which would upgrade you instantaneously.
How does InvestNext’s Incoming & Outgoing Funds work?
InvestNext includes integrated payments. This feature enables you to collect and distribute funds directly within the platform. This is performed via Automated Clearing House (ACH). The Incoming & Outgoing Funds fee operates on a pay-as-needed model. We charge 0.03% + 25¢ per individual payment transacted (capped at $25). For instance, if you were to send a $5,000 distribution to an investor, you would pay $1.75 to transact that distribution directly through InvestNext. To reach the $25 cap, you would have to send a distribution to an investor in excess of $83,000. This fee enables us to maintain our direct connectivity to the ACH network, regardless of which bank you or your investors use. It also enables investors to update their banking details via the portal, without you having to manage it manually in the system. Of course, our Incoming & Outgoing Funds feature is totally optional. You can still export your distributions to the appropriate file format and run payments outside of InvestNext.