InvestNext Raises $15M Series B to Expand Platform

InvestNext, a Detroit-based real estate investment management platform, has successfully closed a $15M Series B funding round led by Beringea. The investment will fuel platform enhancements aimed at helping real estate sponsors navigate regulatory complexities, automate compliance, and strengthen investor relationships.

Since its founding in 2018, InvestNext has grown into a trusted platform for 1.6K+ GPs and 70K investors, managing over 105K active investments. The company’s industry-leading 96% customer retention rate underscores its ability to deliver value in a rapidly evolving investment landscape.

“This funding enables us to continue building the connected platform for real estate private capital and deliver the same level of access and transparency to private real estate markets that investors have in public markets,” said Kevin Heras, Co-Founder and CEO of InvestNext.

Bridging the Gap Between Real Estate Investing and Modern Technology

Despite advancements in proptech, real estate investment management has traditionally relied on manual processes and fragmented technology. Many firms have had to piece together multiple systems, leading to inefficiencies, compliance risks, and errors in investor communications. InvestNext set out to solve these inefficiencies by offering an all-in-one platform that integrates capital raising, compliance management, and financial automation.

The platform enhances capital raising and investor onboarding by providing sponsors with a digital investment portal. This portal allows investors to browse opportunities, complete subscription documents, and fund investments through integrated payment options. This streamlined process eliminates the friction of scattered emails, manual paperwork, and slow onboarding.

On the compliance side, InvestNext offers automated accreditation verification and KYC/AML checks, ensuring sponsors meet regulatory requirements without requiring extensive manual oversight. These features help firms comply with SEC regulations and avoid legal risks while providing investors with a seamless, secure experience.

InvestNext also improves operational efficiency through automated waterfall distributions and financial reporting. Instead of manually calculating payouts and updating spreadsheets, firms can rely on the platform to distribute returns accurately and track all investor transactions with complete transparency.

Meeting Real Estate’s Growing Demand for Tech

With capital raising taking longer and regulatory scrutiny increasing, InvestNext aims to provide solutions that help firms stay competitive in a changing market.

Raising capital in today’s environment requires a frictionless investor experience. The InvestNext portal makes investing intuitive and allows investors to explore deals, review terms, and complete transactions without unnecessary back-and-forth. This ease of use helps sponsors attract and retain investors more effectively.

Regulatory compliance is becoming more complex, with evolving SEC rules around investor accreditation and financial disclosures. Manual compliance processes are prone to errors and delays, which can lead to penalties or loss of investor confidence. InvestNext helps firms automate these processes, ensuring they remain compliant while minimizing administrative burdens.

Operational efficiency is also key for firms managing multiple projects and investors. Distribution errors, tax reporting, or investor updates can damage relationships and create reputational risks. InvestNext’s automation ensures that investor communications, payouts, and financial records are handled precisely, helping firms maintain strong investor trust.

“The InvestNext platform is not just innovative—it’s empowering key stakeholders like general partners, finance leaders, compliance officers, and investor relations teams to work more efficiently and develop stronger ties with their investors,” said Ben Bernstein, Principal at Beringea.

What’s Next for InvestNext?

The Series B funding will accelerate new product features and enhance platform capabilities to support real estate firms navigating market shifts and regulatory changes. InvestNext plans to expand its compliance automation tools, introduce more robust investor reporting features, and develop integrations that streamline financial management for real estate sponsors.

“Many clients choose InvestNext not only because of our product but also because they align with our values and operational principles,” said Matthew Attou, Co-Founder and Chief Product Officer. “It was incredibly important to us that we align with our investors the same way – and we feel like we’ve been able to do that with this Series B.”

With backing from Beringea and Whitecap Venture Partners, InvestNext is poised to strengthen its position as a CRE technology leader.

InvestNext aims to help real estate sponsors and investors operate more confidently in an increasingly digital investment landscape by continuing to build a secure, scalable, and intuitive platform.