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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.

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Frictionless Commitments

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.

Reduce Investor Acquisition Cost

Eliminate commitment friction and cultivate trusted, lifelong relationships with your investors. Your prospects and investors go from awareness to funded in minutes with engaging deal rooms, frictionless commitment flows, and secure inbound funding. Offer a seamless, end-to-end digital investing process with integrated disclaimer and document e-signatures, automated accreditation verification, KYC compliance, and direct inbound funding in one commitment flow.

Raise capital your way to attract a wider range of investors with functionality designed for syndications, funds, REITs, and co-sponsors.

Accuracy For You &
Your Investors

Deliver payments across multiple projects and thousands of investors with confidence. InvestNext’s waterfall calculator is trusted by over 1,600 sponsors to automate distribution calculations and send payments in a few clicks. With more customizations than any other tool the InvestNext platform can support any operating agreement.

Automate Financial Management

Execute deals with precision through frictionless commitments, easy ACH inbound funding up to $1M per transaction: capture inbound funds and send payments to your investors in minutes – not days. Automatically create positions in your cap table when investors fund commitments. Sponsor controls enable manual easy editing and position adjustment for investors who prefer traditional funding methods

Reduce Compliance Overhead

Protect your firm, expand your investor network, and stay compliant with SEC regulations through fully integrated KYC/AML verification for rapid and secure investor onboarding.

Promote Investor Transparency

Easily create detailed investment reports in a few clicks, securely share statements and tax documents, and deliver anytime access to investment performance in your customizable investor portal.

Highest Rated for User Satisfaction

  • What Our Clients Say
“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
“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 | Pasago Investment Management
“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

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