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

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?