InvestNext has raised $15M in Series B funding. Our commitment to sustainable growth has positioned us as a trusted partner to over 1,600 GPs and 70,000 of their investors. InvestNext’s investment management platform helps our clients to centralize critical operations, maintain compliance, and build lasting investor relationships.
No real estate syndicator or general partner is exactly alike. There are nuances to the way they manage their business, fueled by unique operating principles, investment structures, and investor expectations.
But while these needs may vary, the desired outcomes often overlap.
Consistency and accuracy across operations to maintain credibility and build trust.
More time and resources to invest in areas or projects that drive growth.
Alignment and transparency across team members to improve efficiency and reduce errors.
And strong relationships with investors that keep them coming back to invest again.
Investment management solutions for real estate were fairly new when we started InvestNext in 2018 – but even so, they were already falling behind pace compared to the innovation taking place across other technology categories.
The Great Divide: Real Estate Investment and Modern Technology
Consistency and accuracy across operations weren’t supported by the technology itself, but rather by substantial manual intervention on behalf of both the general partner and the technology provider.
More time and resources were going into onboarding and maintaining a patchwork system instead of driving growth.
Transparency wasn’t properly improving efficiency across team members, and more importantly, it was exposing critical investor data and complicating compliance requirements.
And investor relationships? They were feeling the strain of clunky technology that caused more friction and separation from the sponsor instead of bringing them closer together.
Using strong backgrounds across real estate investment and technology, we built InvestNext to solve real challenges that were impacting the day-to-day work of real estate firms and syndicators across distributions, investor subscriptions, regulatory requirements, funding, and more.
We poured our heart and our resources into building innovative technology (instead of building a big brand), creating deep channels of client feedback, developing a reputation for transparency and integrity, and delivering exceptional value to clients even after their contract was signed.
The result? We’ve become the secret weapon fueling the work of 1,600+ successful real estate GPs and 70,000+ investors.
Building Our Way to Series B
We are not a growth at any and all cost kind of business. Despite our exceptional growth since our Series A in March 2023, we’ve kept our focus on scaling intentionally so we can support clients with the same standards we’ve built our business on.
With a remarkable 96% customer retention rate compared to the industry average of 85%, InvestNext is well-positioned to enter its next stage of growth while protecting what matters most: the trust and partnerships of our clients.
That trust is what inspired this next step in our journey. This Series B is an intentional leap forward so we can build the essential tools sponsors need to operate effectively in the coming months (and years). With an evolving regulatory landscape and changing market conditions, we want to advance our development of key features to empower our clients and maintain our position as a leader and innovator in investment management.
Why Investment Management Platforms are the New Standard in Real Estate Investment
Patchwork technology and partial solutions can quickly become unmanageable for real estate investments. This is why we’ve built InvestNext with intentional focus on delivering value that scales responsibly, ensuring operational excellence without compromising client or investor trust.
Whether firms are managing their investment dollars through an Excel spreadsheet or incumbent piecemeal solutions – unexpectedly tacking together multiple solutions because they were oversold on a platform’s capabilities – investment managers often find themselves in the position of manually covering gaps or paying for additional support to reconcile the features they’re already paying for.
In 2025, effective real estate investment management platforms have to provide exceptional value across three challenging areas: raising capital, compliance, and managing investments.
Raising capital is competitive: powerful technology is an advantage
The Challenge
It takes twice as long to raise capital for real estate than it did a year ago. In an age where investor expectations are high and attention spans are short, technology can make investing feel like the investor’s favorite e-commerce website: accessible and intuitive, while delivering the immediate gratification we’ve come to expect online.
InvestNext’s Solution
Shopping investment opportunities inside the sponsor’s investment portal should feel like a quick visit to the investor’s favorite online marketplace. Inside an InvestNext portal, investors explore compelling deal rooms to find their perfect investment fit. And because we support multiple equity classes and/or debt in the same project, they can choose their preferred investment just as easily as selecting the right size and color.
The investor subscription process can be completed end-to-end directly inside the sponsor’s portal, including document e-signatures, compliance requirements like KYC or accreditation, and even connecting a bank account to fund via ACH.
For investors: No redirects. No searching for links buried in an inbox. No losing interest before the deal is done.
For sponsors: No chasing down a never-ending list of unfinished investments and confused investors again.
Compliance gaps put you at risk: manual processes are error-prone and difficult to track
The Challenge
The real estate regulatory landscape is turbulent and ever-evolving, but one thing is clear – regulatory scrutiny for real estate transactions is on the rise. Requirements like accreditation, KYC, and detailed audit trails were largely ignored by investment management platforms in years past due to their complexity.
But what was once just an inefficient manual process can now expose real estate firms and syndicators to an incredible amount of risk, subjecting them to penalties, loss of credibility, and broken investor trust.
InvestNext’s Solution
InvestNext has been and will continue to be at the forefront of creating automated processes for complex compliance requirements in real estate. Our flexible investor accreditation and integrated KYC/Anti-Money Laundering verifications are managed and completed directly inside the platform, ensuring a seamless experience for investors and peace of mind for sponsors. And with precise transaction and financial data tracked across every action, audits are easily managed and operations remain on track.
For investors: A secure, intuitive experience for navigating compliance requirements built directly inside their sponsor’s portal.
For sponsors: A scalable compliance process to reduce risk, maintain investor trust, and evolve alongside you as regulations change.
Every interaction is an opportunity to impress investors: operational excellence must be attainable and scalable
The Challenge
Despite our best efforts and intentions, humans are naturally prone to error. And unfortunately in business, it can take one hundred perfect interactions to smooth over one bad experience. When distributions are incorrect or a K-1 lands in the hands of the wrong investor, relationships and reputations can take a hit. When managing multiple projects and a growing investor-base, it can be difficult to scale your operations while maintaining the same level of operational excellence your investors expect.
InvestNext’s Solution
Technology delivers consistency, automation, and precision across critical workflows, ensuring sponsors can provide excellent investor experiences at scale. Our innovative solutions for waterfall distributions, K-1 disseminations, and more give sponsors more time back to invest in growth, while racking up positive interactions with investors across every touchpoint.
For investors: Timely and accurate distributions, documents, and updates.
For sponsors: Satisfied investors (and repeat investors) with more time back to invest in building relationships and driving growth.
Real Estate Firms Are Forging Lifetime Partnerships through InvestNext
Investment management platforms are the standard for real estate investment in 2025. The right platform can do far more than the average investor portal; it can empower teams to raise capital more efficiently, collaborate more effectively, and build investor relationships that last.
52TEN scaled 10X while improving their investor relationships. As 52TEN grew from 20 to 200+ investors, their manual fund administration processes became increasingly unsustainable, threatening to compromise their high standards for investor service and transparency. By partnering with InvestNext, they transformed their operations while avoiding the substantial cost ($1M+) of building an internal back office.
Cedar Creek Capital cut investor onboarding time by 95%, from 2-3 weeks to near-instant. After incorporating InvestNext as part of their strategy, Cedar Creek achieved a 5x increase in investor calls and expanded their investor networking events from 1-2 annually to 10-12 states.
Open Door Capital grew their capital under management from $50 million to a staggering $400 million in just four years. With InvestNext, they transformed cumbersome manual processes like distributions, payments, and investor accreditation through seamless digital workflows, transforming former bottlenecks into today’s competitive advantages.
These examples show just a fraction of what’s possible for today’s general partners, finance leaders, and investor relations teams through a dedicated platform partner.
Build the Future of Real Estate Investment With Us
We’re building InvestNext to be the platform for secure and compliant real estate investing. As we look ahead to evolving regulations and market changes, we’re creating the technology you need today and tomorrow to succeed in real estate development and exceed the expectations of modern investors.
We’d love for you to join us as a client, team member, or technology partner: the new age of real estate investing is just beginning.
