A great investment management solution can save your firm time, money, and help you strengthen your investor relationships. When searching for your next platform, you need more than just a platform – you need a partner that is dedicated to understanding your unique needs and goals.
To help you make the best decision for your firm, this page compares InvestNext against Agora Real Estate based on publicly available information and G2 Winter 2025 Reports.
Modern functionality designed for scaling firms
Direct inbound funding with ACH, co-sponsor support, complex waterfall calculations & distributions, and integrated investor accreditation and KYC/AML.
Industry leading US-based onboarding & support
InvestNext customers go-live faster and get access to quality timely support and exciting feature updates, regardless of size. Over 90% of support issues are fully resolved within a day.
Transparency and partnership
InvestNext is your 24/7 growth partner, dedicated to your long term success. We take client feedback seriously and put it directly into development, consistently delivering on our promises with transparency and clarity - supported by our 96% client retention rate.
Complex Structures
More flexibility for you and your investors with support for multiple equity classes, debt, and open-ended fund structures.
Advanced Waterfall Calculations
Eliminate the risk of manual input and calculations. Automatically and accurately calculate distributions based on any operating agreement.
Co-Sponsors
Retain control of your investor relationships when raising capital with co-sponsors. Raise capital together in the same modern investor experience without sacrificing your data integrity.
Raise Capital Without Limits
Empower your investors with choice in how they invest their capital. Raise equity, debt, or both all within the same offering. Track commitments in your automated back office, powering promissory note payments with the same technology that calculates equity-based distributions.
Configure your offering with options like:
- Maturity date or term length
- Interest rate
- Minimum & maximum investment amounts
- Accrual and flat rates
- Auto-close for each class
- Early pay-offs and roll-offs
Automate with Accuracy
Protect Your Investor Data
Raise capital with other sponsors without exposing your investor data. Co-sponsors can customize their own branded investor portal and raise capital from their investors with the same industry leading functionality as the lead sponsor.
Build complex waterfall distributions with precision. Automatically calculate pref based on multiple start dates. Change unit prices and market values as needed. Send distributions via ACH with a few clicks.
Some limitations for adjusting unit prices and market values. Can send outbound payments for distributions via ACH.
Transparent pricing starting at $499/Mo
Starting at $749/Mo
Inbound & Outbound Payments
InvestNext
- Send and receive payments through fast, secure ACH transfers. Investors connect bank accounts in minutes and can fund projects instantly. Send payments with a few clicks.
AGORA*
- Collect funds and transfer distributions via ACH Payments.
Complex Waterfall Distributions
InvestNext
- Build complex waterfall distributions with precision. Automatically calculate pref based on multiple start dates. Change unit prices and market values as needed. Send distributions via ACH with a few clicks
AGORA*
- Some limitations for adjusting unit prices and market values. Can send outbound payments for distributions via ACH.
Integrated Accreditation
InvestNext
- Verify accreditation status and empower investors to get accreditation letters without slowing down your commitments – seamlessly integrated into your investor portal and requested on demand or via your commitment flow.
AGORA*
- Offers investor accreditation directly integrated into the commitment flow.
Co-Sponsors
InvestNext
- Integrated co-sponsor capital raising including a white-label investor portal, investor contact segmentation, reports & KPIs and position management.
AGORA*
- Does not offer co-sponsor support with uniquely branded portals.
KYC/AML
InvestNext
- Protect your firm, expand your investor network, and stay compliant with SEC regulations through fully integrated KYC/AML verification - on demand or integrated into your commitment flow.
AGORA*
- Offers KYC/AML in the commitment flow.
Onboarding & Support
InvestNext
- Industry leading onboarding & support, fully based in the United States and Canada. Go-live faster with an average of 1.19 months. Data migration within 7 business days of receipt.
AGORA*
- Highly rated support primarily based in Israel and the United States. Average go-live time of 1.84 months.
Price
InvestNext
- Transparent pricing starting at $499/Mo
AGORA*
- Starting at $749/Mo
Natalia Linchenko
TAG SLC
“When we stacked it up against Juniper Square, InvestNext was an easy choice. My positive experience with InvestNext was anchored in its user-friendly interface, robust distribution capabilities, cost-effectiveness, and exceptional support."
Mike Williams
Open Door Capital
“The introduction of InvestNext reshaped our approach. It came at a critical juncture, providing the scalability we needed to surpass our expectations of $50 million in Capital Under Management, reaching $400 million in Capital Under Management within just four years."
Victor Pasaran
Pasago Investment Management
“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."
Raise Capital Faster
With industry-leading functionality. Deliver an elevated investor experience with modern deal rooms, frictionless capital raising, direct inbound funding, co-sponsor and debt fund support, and capital calls.
Industry Leading Onboarding & Support
InvestNext customers go-live faster and get access to quality support, regardless of size.
Distribution Automation
Create complex distribution waterfalls for any operating agreement, automatically calculate distributions and send secure payments to your investors with a few clicks.
