All Your Investments

ONE INTELLIGENT PLATFORM

Investment Suite

Streamline your back-office and delight your investors

from $95/mo

All-in-one

Scale your investment operations

from $125/mo

Fundraising Suite

Fundraise more effectively

from $55/mo

You can change this later
0
In Millions
Monthly
+ Incoming & 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.

Fundraising Suite

Investment Suite

All-in-one

Product Features

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

Product Features

Fundraising Suite

Investment Suite

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, & on-demand video call support
Continuous education
Dedicated deployment resource

Questions? We’ve got you covered.

The Fundraising Suite provides everything a sponsor needs to raise capital. It is a great starting point for first-time capital raisers. This plan is also a great option for sponsors that have an existing portfolio of investments, but whose immediate priority is to streamline an upcoming capital raise. Under this plan, these sponsors don’t have to commit to migrating all of their historical investment data upfront.

The Investment Suite provides 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, but are not raising capital in the near future. Therefore, they don’t need all of the Fundraising Suite features.

The All-in-one combines all of the features in the Fundraising Suite and Investment Suite into a single package.

If you are considering syndicating and starting to put together a list of prospective investors, then InvestNext is a great tool to start building your investor pipeline.

You can switch plans with just a few clicks. For instance, you’ve been on the Fundraising Suite and have just completed your first fundraise on InvestNext. You recognize that you’ll want to start reporting to your investors, paying out distributions, as well continue vetting prospective investors for future offerings. In this case, you might select to move to the All-in-one plan, which would upgrade you instantaneously.

You can sign up for InvestNext and pay month-to-month for your subscription. Alternatively, you can select either our quarterly or annual prepayment option to receive a discount on your subscription.

The Fundraising Suite is priced at a flat $55/month. Pricing for the Investment Suite and the All-in-one starts at $95/month and $125/month, respectively, and adjusts according to the total amount of active funds under management. Funds Under Management is defined as outside capital that you have raised and are managing in InvestNext. Note that if funds under management are reduced—for instance, you exit an investment—those funds are no longer considered active and your monthly subscription will be reduced accordingly.

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.

Explore all the features

fundraising infographic

Fundraising Management

Digitize your capital calls and offer a seamless investing experience.

waterfall infographic

Automated Waterfalls

Eliminate repetitive clerical work and process distributions in minutes.

portal infographic

Branded Portal

Offer a more complete on-demand experience to your investors

Ready to get started?