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InvestNext
What Is InvestNext?
InvestNext's platform is an end-to-end solution for innovative, compliant, and efficient real estate investment management.
We empower syndicators, fund managers, and Investor Relations teams to scale their work to raise and manage capital more effectively so they can spend less time running their business - and more time securing their next investment.
By partnering with InvestNext, sponsors cultivate stronger investor relationships and eliminate cumbersome processes. Onboard investors, share real time KPIs, and centralize documents through a modern investor portal. Raise capital, manage complex waterfall distributions, and secure repeat investments with ease so you can build trust through every step in your investors' journey.
With the highest industry standards for security, SOC 2 Types 1 and 2 certification, audit trails, and fully integrated compliance features like accreditation and KYC/AML, your firm can feel secure knowing you're protecting yourself and your investors.
Who Uses InvestNext?
Real Estate General Partners, Finance Leaders, Compliance Officers, and Investor Relations teams for real estate syndicators and fund managers.
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Reviews of InvestNext
Alternatives Considered:
Powerful Features, Low Barrier to Entry
Comments: They are super responsive on all fronts. I highly recommend their platform to anyone raising capital for real estate syndications or funds.
Pros:
I love the investor onboarding functionality and the fact that accreditation verification is built-in. The waterfall calculator actually works, unlike other platforms. The fact that ACH payments are integrated is another huge plus. It allows investors making commitments to transfer electronically, and it sends out distribution payments electronically as well.
Cons:
My only knock is that it's pretty easy to get lost in the various configuration screens, but it's somewhat understandable given all of the various features that exist and things that can be customized. You end up getting the hang of it.
The use of Investnext
Pros:
I like how easy it is to work with and how user friendly it is.
Cons:
I don't like that when I have co sponsors the back end of items like uploading documents has to be done by them instead of just being able to handle it. I unfortunately did not get enough info on the best uses and how to remove projects at the time we subscribed which caused my renewal to be quite high. The team was great in getting this resolved but it would have been great to know from the very beginning.
InvestNext Response
last year
Thanks Claudia! Delighted to hear you find InvestNext easy to use and user friendly! Thank you for your insights on co-sponsor functionality and your feedback on renewal communications. We’re always thinking about how we can improve the experience for our customers, please feel free to reach out to us directly with your suggestions.
InvestNext is helpful, but pricey $$$
Pros:
The client portal for our investors to login and track their accounts with us works well for the most part. It is very helpful being able to make distributions and generate statements with the investor portal.
Cons:
It is very expensive for what it is, especially when we are just managing funds and not raising as much capital as we'd like.
Alternatives Considered:
The Next Best Thing
Pros:
Its ease of use is unparalleled. We've seen demos from so many other investor portals and it was evident that the InvestNext team thoughtfully developed their platform for our industry. Their team is also super supportive and helpful.
Cons:
There isn't a native integration with our CRM, Hubspot today, but they're working hard on it!
InvestNext Response
last year
Hey Tomm, thanks for sharing! We are thrilled to hear about your positive experience with InvestNext! We're committed to ease of use and top-notch support. Integration improvements are on the way soon!
InvestNext: Elevating Our Fundraising and Investor Relations Game
Comments: InvestNext has proven to be an invaluable tool for our fundraising and investor relations activities. Its clean interface, user-friendly design, and top-notch customer support have significantly contributed to our ability to level up our business. I highly recommend InvestNext to any organization looking to streamline their processes and elevate their investor relations game.
Pros:
Clean layout, customer support and distribution features.
Cons:
We wish there were some more reporting features. One specifically is seeing who has opened emails. Not just in the contact view, but more of a macro report.
InvestNext Response
last year
Thanks Natalia! We are thrilled that InvestNext has proven to be an invaluable tool that helped you level up your business after switching from Juniper Square. Appreciate your insights on reporting features - we're actively working on enhancing reporting functionality.
