Wasatch Energy Management Slashes Administrative Burden by 90% with InvestNext
By partnering with InvestNext, Wasatch Energy Management has successfully balanced technological efficiency with its trademark personalized investor relations approach.
From Weeks to Minutes: How Cedar Creek Capital Cut Investor Onboarding Time by 95% with InvestNext
Cedar Creek Capital transformed its investor onboarding by reducing accreditation time from weeks to minutes with InvestNext. This efficiency breakthrough led to a 5x increase in investor calls and enabled their team to shift resources from paperwork to hosting events across 12 states.
James Reid, the CEO of Investa Group & StorCo Storage, explores how his team uses the InvestNext platform to enhance the LP experience by streamlining access to investment opportunities and delivering transparency.
Cedar Creek Capital is Streamlining Their Operations with InvestNext
Casey Clouser and Mitch Kramer share their experience managing investor relations at Cedar Creek Capital with InvestNext. The conversation highlights the impact of using InvestNext to streamline their operations and improve investor engagement.
