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Who We Serve

InvestNext is built for General Partners, Finance Leaders, Investor Relations Teams and the Limited Partners they serve. Raise capital efficiently, impress your investors, and build trusted relationships at scale.

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A Platform For Sponsors and Their Investors

The essential tools GPs, Finance Leaders, and Investor Relations Teams need. Plus integrated solutions you can’t find anywhere else.

General Partners

Future-proof your firm against market volatility and investor uncertainty with a platform that acts as your 24/7 growth partner. Raise capital quickly, impress investors, & streamline your operations.

Finance Leaders

Upgrade to the platform that accelerates capital raising. Execute deals with precision through automated calculations and distributions, easy inbound funding and frictionless commitments.

Investor Relations Teams

Create impactful connections with your investors while automating time-consuming communication processes.

Limited Partners

Access a transparent and intuitive platform that provides deep insights into your investments, enabling better decision-making and portfolio oversight.

  • What Our Clients Say
“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
“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
“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

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