A new and better way to manage your back-office and engage with investors.

A new and better way to manage your back-office and engage with investors.

Grow your business, streamline your back-office, and deliver best-in-class service to your investors with a complete investment management system for real estate.

 
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Applications that work great on their own and even better together.

 
 
Real Estate Investment Management
 

Investment Management

Consolidate all of your investment accounting, eliminate error-prone manual calculations, and automate time and resource-intensive tasks.

 
CRM
 

CRM

Manage your investors and partners with a modern and easy-to-use real estate CRM that provides a complete view of all of your interactions.

 
Real estate DRIPs
 

Distributions & Payments

Replace high-risk legacy systems and Excel with a powerful distribution tool that flawlessly calculates and processes investor distributions in minutes.

 
Investor reporting
 

Investor Reporting

Generate reports in seconds. With InvestNext’s tailorable reporting, you can address investor’s needs and create dynamic reports in real time.

 
Real estate investor portal
 

Investor Portal

Deliver a branded digital destination for your investors and give them access to real-time insights, as well as a central place for their documents and reports.

 
transfer and registrar services
 

Online Fundraising 

Offer a seamless and secure investing experience with online investor accreditation, subscription agreements, document signing, and fund transfers.

Upgrade your real estate investment management.

See how you can transition from Excel, legacy software, and other investor data silos onto an intuitive, modern, and secure software solution designed to help you manage all real estate investments in one place and better engage with your investors.

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Real estate investor management
 
 

INVESTMENT MANAGEMENT

Turn your investment data into powerful insights—all in one view

Create a single source of truth for all of your investor accounting

Analyze investment performance with automatically calculated metrics and rich, interactive dashboards

Manage investment ownership, transactions, capital accounts, and dividend reinvestment programs in one place

Consolidate your investment management into one investment system of record

 

 

CRM

Manage your partners and investors better, with a purpose-built CRM

Have a consolidated view on all of your investors and their investing entities

Monitor investment performance by investor, with automatically calculated and configurable metrics

Track emails, documents, and other account activity in one integrated, comprehensive profile

 
 
Back-office automation for real estate
 

 
Automated distributions
 
 

DISTRIBUTIONS & PAYMENTS

Eliminate repetitive clerical work and process distributions in minutes

Automate the calculation of your investment waterfall and instantly process distributions

Issue payments to your investors within minutes via InvestNext's Auto-Check mailing service or ACH.

Securely manage transactions with role-based permissions and multi-factor authentication


 

 

INVESTOR REPORTING

Exceed investor expectations with institutional-grade reporting

Generate capital account statements, transaction notices, and other customizable investor reports in minutes

Organize and securely share tax forms and other investor documents in one place

Batch-generate and instantly distribute personalized reports through InvestNext’s integrated portal or email

Optionally deliver hard copy documents with InvestNext’s Auto-Mail service

 
 
Investor reporting
 

 
Real estate investor portal
 
 

INVESTOR PORTAL

Offer a more complete on-demand experience to your investors

Deliver customizable investment performance metrics with rich visualizations

Provide detailed asset reporting, including dozens of asset-level KPIs, rich media, and more

Reduce support costs by enabling your investors to review their historical transactions and self-service their accounts


 

 

ONLINE FUNDRAISING

Digitize your capital calls and offer a seamless investing experience

Easily create beautiful offering pages and invite prospective investors to securely review offering documents

Intelligently score your prospects, track investor commitments, and measure overall funding progress

Close faster with online subscriptions, investor accreditation, and document signing

 
 
Transfer and registrar