Fund Structures

Flexible Funds to Meet Investor Demands

Don’t be limited by your investment management platform: flexible fund structures give your investors more ways to invest with you. Customize your strategy and build the offerings your investors want to see – without added operational complexity.

Debt Funds

Closed-End Funds

Open-Ended Funds

Customizable Funds

Flexible Funds

Debt Funds

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: 

Flexible Funds

Closed-End Funds

Exceed investor expectations across the entire lifecycle of your closed-end fund. Automate capital events, deliver accurate distributions, and offer unparalleled investor transparency – all through a single integrated platform.
Automate critical workflows for your closed-end fund like:

Flexible Funds

Open-Ended Funds

Build flexible open-ended funds to attract more investors and evolve your strategy over time. Create unlimited classes, automatically calculate distributions, and deliver seamless investor experiences at every touchpoint.

Configure your open-ended fund with:

Flexible Funds

Customizable and Fund of Funds

From customizable funds to fund of funds, empower your team with straightforward technology to simplify sophisticated fund strategies.
Centralize operations for your customizable fund including:

“My positive experience with InvestNext was anchored in its user-friendly interface, robust distribution capabilities, cost-effectiveness, and exceptional support.”

Natalia Linchenko | TAG SLC

Satisfied Users. Long-Term Relationships.

Explore the platform​

Distributions & Payments

Create complex distribution waterfalls, automatically calculate distributions and send secure payments to your investors with a few clicks.

Branded Investor Portal

Build credibility and impress your investors with a modern, user-friendly experience. Share documents, send updates, and capture investment intent in a centralized hub.

Automated Back-Office

Reduce administrative overhead with automated financial management.

Offer More Ways to Invest

No added operational complexity required.
5 CRE Fundraising Trends

Our analysis reveals the five strategies reshaping CRE capital raising.

Insights from Top Fund Managers

Learn how top fund managers are rewriting the rules of engagement.

Shorten Fundraising Cycles

Drastically reduce the time it takes to raise and distribute capital.

Exceed Investor Expectations

Transform time-intensive processes into powerful and efficient investor relations tools

Download the Capital Raising Trends Whitepaper
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