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

Streamline your back-office.

InvestNext helps your firm increase back-office productivity, while reducing overhead costs, by automating repetitive clerical tasks, as well as consolidating your investment accounting and investor reporting.

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Real estate investor management

Centralize investment accounting

Eliminate errors and investment data silos by relying on InvestNext as your investment system of record

Optimize decision-making with real-time dashboards and insights into investment performance metrics and investor positions

Mirror your existing fund accounting system within InvestNext or invite third-party fund administrators to collaborate in one workspace, minimizing operational and communication bottlenecks


Ensure error-free reporting

Easily present rich visualizations of investment data to investors, peers, and stakeholders based on real-time data drawn from the system

Stay compliant with InvestNext's robust reporting capabilities and dramatically cut down on time and resources to satisfy even the most specific audits and reporting requests

Back-office automation for real estate

Automated distributions

Automate investor distributions

Eliminate Excel-based risk and ensure accuracy by consolidating your investment waterfalls and distributions within InvestNext

Rely on InvestNext's powerful distribution calculation tool and automate investor distributions

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


Organize investor documents in one place

Organize and share investor documents in one document management system

Batch-distribute custom reports through InvestNext’s integrated portal or deliver hard copy documents with InvestNext’s Auto-Mail service

Provide an easy and secure way for your investors to access their K1s and other tax forms, through InvestNext’s private investor portal

Investor reporting

Real estate investor portal

Integrate with other systems

InvestNext gives clients and partners a programmatic solution for weaving data and calculations from InvestNext into other software systems and vice versa

InvestNext’s growing library of integrations allows you to automate administrative, reporting, and compliance processes, while avoiding duplicative data entry



Fundraise More Effectively

Delight Your Investors


Upgrade your investment back-office.

See how you can transition from Excel, legacy software, and other investor data silos onto an intuitive, modern, and secure investment management system designed to help you increase back-office productivity, while reducing overhead costs.