For Executing Capital Raises with Greater Clarity and Efficiency
Real estate investors’ expectations of an investor portal have grown dramatically in the last few years—in fact, some publications suggest that over 80% of LPs will actively use portals to manage their investments in 2024.
Investor Portals play a critical role in streamlining the capital-raising process for both investors and sponsors. They offer consistency and transparency for investors to access performance insights, documents, and relevant information 24/7- while empowering sponsors to disseminate that information to all of their investors with just a few clicks.
But behind the scenes, the right investment management platform offers much more than just an Investor Portal. They are powerful engines designed to help firms raise capital faster and more efficiently – powering Deal Rooms, tracking Opportunities, and facilitating Commitments.
With many options available on the market today, it can feel overwhelming to determine what features matter most in a capital-raising platform.
InvestNext’s fundraising capabilities have empowered sponsors to secure investments and exceed investor expectations for over six years. It is highly rated for ease of use, reliability, and customer service.
Now, our fundraising section is getting a brand new look, built directly in collaboration with our clients to better meet the needs of today’s GPs and Investor Relations teams.
The Announcement
InvestNext is thrilled to announce the launch of Capital Raise 2.0, designed to create greater clarity and actionable insight when raising capital through our platform.
Over the last several months, we’ve been gathering feedback from sponsors on our platform about the overall design and function of our Fundraising section. This update is a direct product of that partnership and collaboration, and we’re truly excited to make it available across our entire platform. This change would not be possible without the trust and support of our clients every step of the way.
Exploring Capital Raise 2.0
Capital Raise 2.0 brings a host of improvements for raising capital across InvestNext’s platform.
Reach Your Capital Goals Faster
With actionable insights like Deal Room Views, sponsors can see which investors are exploring specific Deal Rooms. Sponsors can view which investor(s) last viewed the deal and when, along with their phone number, so they can take quick action to follow up, answer questions, and secure the investment.
Build Compelling Deal Rooms With Ease
Our improved Deal Room builder makes customization even easier and saves sponsors time when creating their raise. Drag and drop to reorder photos and autosave text entries to craft a Deal Room that’s both compelling for investors and frustration-free for sponsors.
Track Your Investor Pipeline With Precision
Sponsors can follow and guide investors through their pipeline across Opportunities and Commitments. With Pipeline and Grid views, sponsors can easily identify where investors are in the process and where they have opportunities to connect and close the deal.
Toggle and Filter to Simplify Your View
Create simplified views and move across the InvestNext platform with greater efficiency and ease. Filter raises by status and easily swap between a capital raise and its relevant project with a single click.
Our Commitment to Intuitive Capital Raising Technology
At InvestNext, we have always prioritized creating a smooth experience for sponsors on our platform, proven by our consistent ratings as one of the highest-ranked investment management platforms for ease of use. We believe technology has the power to augment the capital raising experience in a way that creates a stronger connection between sponsor and investor and greater collaboration across capital raising teams.
This update is part of our commitment to being not just a capital-raising platform but also a true technology partner for today’s GPs, LPs, and Investor Relations teams.
Learn More
Capital Raise 2.0 is live now for all sponsors on InvestNext! If you have any additional questions, please check out our FAQ article for more information.
If you have an upcoming capital raise, contact our product experts for a personalized demo of how InvestNext can empower you to connect with investors and execute your raise more efficiently.