InvestNext Overview
InvestNext is the investment management platform that enables real estate GPs to nurture strong investor relationships into lasting, repeatable access to capital. By centralizing how GPs raise capital, grow LP relationships, manage their investments, and ensure compliance, InvestNext replaces fragmented systems with one connected platform that strengthens trust and improves communication across every LP interaction.
Through flexible deal promotion, seamless investor subscriptions, transparent reporting, and accurate, on-time payments, GPs can give their LPs a transparent and seamless journey from first introduction to final distribution while reducing the operational friction behind the scenes. This helps GPs build lasting relationships, earn repeat commitments, and secure long-term access to capital.
Our Take On InvestNext
Best for real estate companies looking for an all-in-one investment management tool.
InvestNext is a top choice for real estate companies looking for an all-in-one investment management platform that prioritizes the relationships behind every raise. InvestNext offers a flexible infrastructure for raising capital, nurturing investors, managing investments, and ensuring compliance.
Pros- Offers the fastest onboarding on the market, with exceptional customer support
- Supports all capital structures, including syndications, debt and equity funds, and REITs, while offering integrated KYC/AML verification services
- Can manage debt offerings with multiple terms, maturity dates, interest rates, and more
- Backed by industry-leading security and SOC 2 Type 2-certified, offering financial-grade security
- Provides robust marketing integrations to accelerate capital commitments.
- Includes fully integrated ACH payments– both for inbound funding and distributions.
Cons- InvestNext is a young company still in its growth phase
- Lower tiers won’t have access to a dedicated customer support manager
Pros Explained
Onboarding and Customer Support: Migrating to a new system can be intimidating and time-consuming for companies. InvestNext’s dedicated onboarding teams take the headaches out of onboarding, boasting a 45-day process from start to finish, the fastest among its competitors.
Seamless Investor Subscriptions: The investing process can be entirely automated. Investors can easily commit funds, verify their accreditation status, sign subscription documents, and fund transactions in a streamlined manner.
Support for all Capital Structures: InvestNext was born out of the need for successful REIT management. The platform is designed for multiple equity and debt classes, TICs, Fund of Funds, and other complex entity structures.
Debt Fund Capabilities: InvestNext is one of the only platforms that can manage debt fund offerings. Users can configure offerings with options such as maturity date or term length, interest rate, minimum and maximum investment amounts, accrual and flat rates, auto-close for each class, and early pay-offs and roll-offs.
Waterfall Calculation Tool: InvestNext’s tool can create and calculate complex waterfalls, automatically calculate distributions, and send secure payments to investors with a few clicks, eliminating the need for error-prone spreadsheet calculations.
Industry-Leading Security: InvestNext offers the highest industry standard for encryption, data storage, and authentication. The technology is built with financial institution-grade security, ensuring investor info is always safe.
Integrated Investor Verification (KYC/AML): InvestNext’s KYC solution integrates with the investor portal and CRM and allows users to send requests, manage rejections, and track statuses directly in the platform. This eliminates manual steps and keeps companies compliant with FINRA regulations.
Marketing Integrations: InvestNext offers some of the most robust marketing integrations capabilities across investment management platforms. Their flexible Zapier integration allows firms using platforms like HubSpot or GoHighLevel to trigger marketing automations or team actions based on LP actions in the investor portal.
Fully Integrated Payments: InvestNext offers fast and frictionless ACH payments for both inbound funding and outbound distributions. This ensures faster funding and prevents loss of investor momentum during the commitment process, while maintaining accurate, on-time payments for distributions.
InvestNext Sponsor Dashboard
Cons Explained
Short company track record: InvestNext was founded in 2016 in Detroit, MI, so it’s still in its growth phase. The company has received backing from Hyde Park Venture Partners, Detroit Venture Partners, Whitecap Venture Partners, Grand Ventures, and ID Ventures. InvestNext currently manages over 1,600 clients and over $14B in equity.
Not all tiers have access to all features: While the All-in-One pricing tier offers features that most companies would need, users must upgrade to a Firm subscription to receive a dedicated customer accounts manager. However, their standard customer support is highly accessible and responsive, with 95% of support inquiries fully resolved within 24 hours.
InvestNext Product Offerings
InvestNext offers comprehensive tools and services to assist real estate companies with fundraising and investment management. Some of InvestNext’s key features include:
Raising Capital
InvestNext’s fundraising feature streamlines capital raising with sophisticated, user-friendly marketing tools that automate administrative tasks.
It includes customizable deal rooms for promoting, supports multiple equity classes and debt in projects, and enables secure ACH funding. The system facilitates quick funding with auto-populated subscription documents, integrated e-signatures, accreditation verification, and KYC compliance.
Once an investor funds, InvestNext automatically updates the cap table, saving companies hours of administrative work.
InvestNext Fundraising Dashboard
Investor Portal
The investor portal offers a personalized and white-glove experience for investors, providing a clean and easy-to-navigate interface with anytime access to investment performance. It supports inbound ACH payments with high limits, automates distribution calculations, and facilitates secure payments to investors.
The portal also includes document management and reporting features, allowing for intelligent display, document organization, templates of critical documents, and secure sharing with investors.
InvestNext Investor Portal
CRM
InvestNext’s CRM offers customizable features and filters that encourage users to interact confidently with investors, including personalized emails with custom groupings and engagement metrics. Users can also connect their email directly to the server, eliminating the need to BCC a unique email address on every communication, as many other CRMs require.
The CRM lets users manage, track, and accelerate fundraising via customizable pipelines, drag-and-drop tracking, and automated integration with InvestNext’s capital-raising features.
Users can easily organize and templatize investor documents, statements, and reports for secure sharing, eliminating hours of admin tasks typically spent compiling and sending these documents.
InvestNext Fundraising Pipeline
Payments & Funding
InvestNext’s payments functionality lets you both receive capital raise funds and send distributions — all via secure, bank-grade ACH transfers. Investor contributions up to $1 million per transaction can be funded directly in the platform, no redirects, multiple transactions, or third party sites needed.
InvestNext users can connect their own bank account directly to InvestNext– or they can open a depository bank account for their capital raise right inside InvestNext to take advantage of free inbound ACH payments without any additional fees.
Custom Statements
Rather than sending generic statements or rebuilding a custom statement each reporting cycle, InvestNext allows users to create account, project, or contact-level statement templates.
Users can add their branding, select which metrics to include, and attach your latest project update or cover letter. These capabilities ensure statements feel tailored to what matters most to their investors.
User Experience
The InvestNext platform offers a user-friendly experience for CRE companies and investors. Companies can easily create deal rooms, manage investors, make distributions, and more. Some features may have a short learning curve, but the InvestNext support team is always there to help.
From an investor perspective, InvestNext is also intuitive and easy to use. The investor portal makes it easy for investors to view all their investments, either in total or broken down by investing entity. The subscription and funding process is also easy for investors to navigate.
Customer Support
InvestNext’s in-house real estate investment management experts partner with subscribers to provide personalized support, webinars, and training guides to save time and make the most of the platform. Subscribers will receive a dedicated customer service rep and a data integration manager who will oversee the onboarding process and ongoing client relationships.
The InvestNext website offers an extensive Learning Center, offering step-by-step training videos and articles to assist users with all facets of the platform. Additionally, users can submit support requests through the website’s chatbot.
But as they say, the proof is in the pudding: InvestNext currently averages 99% customer satisfaction and boasts 98% client retention rates.
Pricing
InvestNext offers three pricing tiers:
- All-in-One: Starting at $499 per month (12-month commitment). Pricing based on FUM (investor funds under management)
- Best for experienced firms with existing investors and up to $300M in funds under management.
- Offering everything a sponsor needs to automate investor reporting, distributions, and other back-office operations.
- Institution: Pricing based on company FUM
- Best for institutional firms with more than $300M in funds under management
- Offers premium, hands-on service designed to help manage the entire investment lifecycle
Competitors
Juniper Square
Juniper Square is one of the biggest real estate investment management platforms on the market today. Originally designed for real estate investment managers to streamline fundraising, investor reporting, and investment management processes, Juniper Square is used by a wide range of real estate firms, including private equity firms, developers, and fund managers.
Agora is a comprehensive real estate investment management platform that helps companies raise capital, manage their investors, and streamline operations. Agora includes a customizable investor portal, CRM, fundraising tools, document management, investor reporting, and financial automation.
Appfolio Investment Manager
As one-half of the Appfolio property software suite alongside Appfolio Property Manager, AppFolio Investment Management is a cloud-based software platform designed to help investment managers streamline their operations and manage their portfolios more efficiently. It offers portfolio tracking, performance reporting, client comms tools, and compliance monitoring.
SponsorCloud (formerly SyndicationPro)
A real estate syndication software company specifically focused on the needs of real estate syndication companies, SponsorCloud helps sponsors raise capital and manage assets. The platform includes a CRM, investor portal, fundraising automation, and ACH payments.
FAQs
InvestNext is an investment management platform that helps CRE companies streamline investment operations, automate workflows, raise capital, and manage investor relations.
While InvestNext doesn’t offer a free trial, potential users can request a live product demo. The website also has an extensive Learning Center with training videos and articles, giving potential users a first-hand look at the software’s key features and functions.
InvestNext is geared toward GPs, LPs, and Investor Relations teams that manage syndications, open- and close-ended funds, debt funds, REITs, and more.
InvestNext offers three pricing tiers. Fundraising tier membership is $99 per month, best for first-time capital raisers. The All-in-One tier starts at $499 per month, best for experienced firms with existing investors and up to $300M in funds under management. Pricing for the Enterprise tier is based on AUM and is best for firms with over $300M in funds under management looking for white-label services.
How We Evaluated InvestNext
When evaluating InvestNext, we examined several factors, including:
- Product and service offerings: We dug into the depth and breadth of InvestNext’s features, products, and services and what sets them apart in the industry.
- Pros and Cons: We checked the boxes on what potential clients are looking for and compared features that make InvestNext stand out from its competitors.
- Ease of use: We examined how user-friendly InvestNext’s analytics platform is, how intuitive the onboarding process can be, and also how quickly a new user is likely to understand and take advantage of the platform’s full functionality.
- Customer support: We evaluated InvestNext’s existing customer support network and scored it on response times, training materials, and access to customer service reps.
- Pricing and transparency: We examined how InvestNext products and services are priced and whether readily available pricing info is available on its website.
Summary of InvestNext Review
Flexibility and automation are a company’s greatest assets when competing to raise capital in commercial real estate. Growing firms must be able to quickly raise funds, automate workflows, send distributions and reporting, and manage investor relationships.
InvestNext aims to be the most user-friendly, all-encompassing investment management platform for CRE companies. By adopting InvestNext’s platform, firms are empowered to raise capital with support for funds, debt funds, open-ended funds, syndications, capital calls, co-sponsors, and multiple equity and debt classes in the same offering, all while delivering an exceptional experience to their investors.
Disclaimer
This page may contain affiliate links. If you make a purchase or investment through these links, CRE Daily LLC may receive a commission at no extra cost to you. These recommendations are based on our direct experience with these companies and are suggested for their usefulness and effectiveness. We advise only purchasing products that you believe will assist in reaching your business objectives and investment goals. Nothing in this message should be regarded as investment advice, either on behalf of a particular security or regarding an overall investment strategy, a recommendation, an offer to sell, or a solicitation of or an offer to buy any security. Advice from a securities professional is strongly advised, and we recommend that you consult with a financial advisor, attorney, accountant, and any other professional who can help you understand and assess the risks associated with any real estate investment. For any questions or assistance, feel free to contact [email protected]. We’re here to help!
