🗂️ Navigation

InvestNext

The all-in-one platform to manage your real estate investments.

Visit Website →

Overview

InvestNext is an investment management platform designed to simplify every step of the real estate investment process. It offers tools for creating deal rooms, automating investor onboarding and subscriptions, managing distributions, and providing a secure investor portal. The platform supports various capital structures, including syndications, debt, and equity funds, and is known for its user-friendly interface and rapid onboarding process.

✨ Key Features

  • Customizable Deal Rooms
  • Automated Subscription Workflows
  • Integrated e-Signatures and ACH Funding
  • Investor Portal
  • Distribution Waterfall Automation
  • CRM and Investor Management

🎯 Key Differentiators

  • Focus on ease of use and rapid onboarding
  • Transparent, tiered pricing model
  • Excellent customer support

Unique Value: Simplifies and automates the entire investment lifecycle for syndicators, allowing them to close deals faster and manage investors more efficiently.

🎯 Use Cases (4)

Raising capital for real estate syndications Managing investor relations and communications Automating the legal and financial aspects of closing a deal Providing investors with 24/7 access to their investment information

✅ Best For

  • Significantly reducing the time it takes to close a new real estate deal
  • Automating monthly or quarterly distributions to hundreds of investors
  • Providing a professional and secure portal for high-net-worth investors

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Large institutional asset managers requiring complex, custom reporting
  • Users who only need property management without an investment component

🏆 Alternatives

Juniper Square AppFolio Investment Manager Agora

Offers a more accessible price point and faster implementation compared to larger, enterprise-focused competitors.

💻 Platforms

Web

🔌 Integrations

Plaid DocuSign QuickBooks Zapier

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Growth tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2

💰 Pricing

$199.00/mo

✓ 14-day free trial

Visit InvestNext Website →