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

First-time capital raising
Best for firms without existing investors and $0 funds under management.

Most Popular

All-In-One

From

$499 /month

12 month Commitment | Billed Annually

Scale your operations, automate processes, and delight your investors. Best for experienced firms with existing investors, up to $300M funds under management.

Everything in Fundraising +

Enterprise

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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 +

Compare Plans

Fundraising

Enterprise

Investor Portal
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
KYC/AML
Investor Accreditation
Dedicated Account Manager
Priority Migration

Starting to raise capital for your first offering?

Fundraising

30 Days Free

After that $99/Mo

Prepare for your raise with fundraising features free for 30 days.

Highest Rated for User Satisfaction

Your questions, answered

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.

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 $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.

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.

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