For Syndicators, General Partners, and Investor Relations.
Plans suitable for any investment size, from initial deals to billion-dollar funds.
$299 /month
First-time capital raising
Best for firms without existing investors and $0 funds under management.
From
$499 /month
12 month Commitment | Billed Annually
Scale your operations, automate processes, and delight your investors. Best for experienced firms with an existing portfolio of investors and assets.
Everything in Fundraising +
Complete management of your back-office functions and regulatory requirements. Best for institutional firms with more than $300M funds under management.
Everything in All-In-One +
After that $99/Mo
Prepare for your raise with fundraising features free for 30 days.
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.
Enterprise: 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.
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.
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 $499 per month, paid annually, up to $10 million Funds Under Management. Our flexible pricing scales with you as you grow, based on your active Funds Under Management.
Fundraising is a flat rate of $299 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.
Funds Under Management is defined as the capital being managed within your portfolio.
Note that if Funds Under Management increase or decrease, your monthly subscription will be updated throughout the subscription period accordingly.
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.
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.
Never miss your Next Investor
Build credibility and impress your investors with a modern white label investor portal. Accelerate capital raising with professionally customized deal rooms, frictionless commitment flows and secure inbound funding.
Build credibility and enhance investor satisfaction – all while reducing workload with easy-to-use functionality and streamlined platform integration.
Go from awareness to funded in minutes with engaging deal rooms, frictionless commitment flows, and secure inbound funding. Create seamless experiences that build lifetime investor relationships.
Access our industry-leading fund administration partner network. Efficient, accurate, and timely administration for any syndication or fund structure.
