Don’t waste another minute on manual investment management

Your Next Distribution Capital Raise Investor Onboarding K1 Dissemination Portal Update KYC Verification in Just a Few Clicks

For GPs, LPs, and Investor Relations teams. Raise and manage capital for real estate investment through one connected platform. Create unparalleled experiences at every touchpoint to impress investors and build lasting loyalty.

“InvestNext became the linchpin for our investor interactions. The streamlined distribution process, which had previously been a hurdle, turned into a remarkable time-saving feature. It not only eliminated the arduous data input process but also significantly cut down distribution time to a mere fraction.”

Mike Williams, VP Investor Relations | Open Door Capital

“Switching to InvestNext from Juniper Square was a decision driven by the need for a more streamlined investment management experience. My positive experience with InvestNext was anchored in its user-friendly interface, robust distribution capabilities, cost-effectiveness, and exceptional support.”

Natalia Linchenko | TAG SLC

“InvestNext wasn’t just a tool for me. It was a game-changer in how I managed my portfolio, allowing me to see the bigger picture, analyze data, and diversify investments across various markets, thanks to its versatility.”

Victor Pasaran | Pasago Investment Management

“The transition has left a positive mark on our operations, elevating our professionalism, reducing payment errors, and enhancing risk controls.”

Patrick Keltner | Griffin Partners

“The decision to integrate InvestNext was a game-changer. The platform’s features, especially the automated payments and visually appealing investor dashboard, have been instrumental in streamlining our operations.”

Vincent Celeste | DeRosa Group

The Real Estate Investment Management Platform

Save time on operations. Build lasting partnerships.

Accelerate Capital Raising

InvestNext customers raise capital faster. Promote new offerings in a modern investor portal to new and existing investors, seamlessly capture investment intent, and call capital.

Automate Distributions

Create complex distribution waterfalls with a convenient point-and-click builder, automatically calculate distributions and send secure payments in a few clicks.

Cultivate Investor Trust

Cultivate trusted relationships, build credibility and enhance investor satisfaction. All while reducing workload with easy-to-use functionality and streamlined platform integration.

Enhance Your Investor’s Experience

Deliver a modern, user-friendly experience to your investors with a meticulously designed white label investor portal. Share documents, send updates, and capture investment intent in a centralized hub.

Integrated Accreditation

Verify accreditation status and empower investors to get accreditation letters – seamlessly integrated into your investor portal and commitment flow.

Integrated KYC / AML Verification

For rapid and secure investor onboarding. Protect your firm, expand your investor network, and stay compliant with SEC regulations through fully integrated KYC/AML verification.

Industry Leading

Keep data secure with the highest industry standards for encryption, data storage, and authentication – verified by strict external audits.

Cap Table Management

Reduce administrative overhead with automated financial management that powers your distributions and reporting.

Fast & Secure Payments

Capture inbound funds and initiate payments to your investors in minutes – not days with integrated and effortless payment solutions.

Intelligent Document Management

Easily organize and access documents for your portfolio and investors. Templatize, search, and share critical documents to segments or individual investors.