KYC / AML
For rapid and secure investor onboarding. Protect your firm, expand your investor network, and stay compliant with SEC regulations through fully integrated KYC/AML verification.
Onboard investors quickly as you scale to keep your deals moving forward. Investors complete KYC/AML verification securely from within the InvestNext platform.
Maintain compliance and build confidence with experienced investors, demonstrating your commitment to security and compliance.
Fast & Secure
Empower investors to complete KYC/AML verification securely from within the InvestNext platform, leveraging technology built with financial institution grade security to keep their data safe. With frictionless verification, you can onboard investors quickly to raise capital fast and keep your deals moving forward.
Protect your firm and stay compliant with SEC regulations. With investor-friendly verification flows, you can maintain your processes and build trust easily as you scale.
“The introduction of InvestNext reshaped our approach. It came at a critical juncture, providing the scalability we needed to surpass our expectations of $50 million in Capital Under Management, reaching $400 million in Capital Under Management within just four years.”
Mike Williams, VP Investor Relations | Open Door Capital
Keep data secure with the highest industry standards for encryption, data storage, and authentication - verified by strict external audits.
Build credibility and impress your investors with a modern, user-friendly experience. Share documents, send updates, and capture investment intent in a centralized hub.
Reduce administrative overhead with automated financial management.
Our analysis reveals the five strategies reshaping CRE capital raising.
Learn how top fund managers are rewriting the rules of engagement.
Drastically reduce the time it takes to raise and distribute capital.
Transform time-intensive processes into powerful and efficient investor relations tools
