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“InvestNext has been a huge asset to our company – it has enabled us to manage and track investors and capital raises. It allows us to focus on the important aspects of our business while having an easy-to-use interface for both us and our investors.”

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  • What our customers 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

+$400M

Capital Under Management

“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

40%

Referrals

“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

Highest Rated for User Satisfaction

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