Investment Management for Real Estate Finance Leaders

Real Estate Investment Management

The Platform Trusted by Finance Leaders

Upgrade to the platform that accelerates capital raising. Execute deals with precision through automated calculations and distributions, easy inbound funding and frictionless commitments. Skip the spreadsheet and scale with confidence

Frictionless Commitment

Create lasting impressions and expedite commitments with a modern, intuitive investor portal.

Easy Inbound Funding

Simplify funding commitments with secure inbound payments up to $1M in a single transaction, directly in the commitment flow.

Accurate Distributions

Eliminate the risk of manual input with accurate, automated calculations and easy distributions & secure ACH payments.

Frictionless Commitments

Create lasting impressions and exceed expectations by creating a personalized, white glove experience with a modern investor portal.

Grant your LPs a clean, easy to navigate interface and anytime access to their investment opportunities and performance, while empowering them to complete commitments from start to finish through a single platform.

Fast & Easy
Inbound Funding

Simplify funding commitments with secure inbound payments up to $1M in a single transaction, directly from the InvestNext dashboard.

Investors link their bank accounts within minutes and fund directly via ACH from the commitment flow. Investor entities are automatically added as positions to your cap table, eliminating manual administrative work for your raise.

Secure ACH Payments

Capture inbound funds and send payments to your investors in minutes – not days.

With fully integrated ACH Payments, investors are automatically notified when transfers are initiated, and when funds land in their accounts – keeping them informed at every stage.

Automated Distributions for Any Agreement

Eliminate the risk of manual calculations and protect investor confidence.

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

Scalable Plans.
Simple Pricing.

For Syndicators, General Partners, and Investor Relations.

Plans suitable for any investment size, from initial deals to billion-dollar funds.

Starting at:

$499/month*

*based on capital under management

Highest Rated for User Satisfaction

“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, Co-Founder & CEO |
Pasago Investment Management

“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

“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

“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