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InvestNext description
InvestNext is a real estate investment management software designed for real estate companies of all sizes. This software provides a platform for raising capital, managing investor relations, and streamlining the entire investment process. With InvestNext, you can manage distributions, track investor communications, and maintain a secure portal for investors to access documents and information. The software aims to simplify complex processes, enhance transparency, and improve efficiency in managing real estate investments.
Who is InvestNext best for
InvestNext is a real estate investment management solution designed for real estate companies to raise capital, manage investor relations, and streamline the entire investment process. Users praise InvestNext's user-friendly interface, comprehensive platform, and efficient processes for distributions and investor onboarding. However, some users have reported difficulties with the initial setup and limited CRM functionality. InvestNext offers flexible pricing plans to accommodate various business sizes and needs.
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Best for small real estate firms seeking streamlined investment management.
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Ideal for the real estate and construction industry.
InvestNext features
Supported Offers engaging deal rooms, frictionless commitment flows, e-signatures, and secure inbound funding, integrated with CRM and back-office systems. |
Supported Offers a white-labeled portal where investors can access deal rooms, track investments, and receive secure payments. |
Supported Calculates and sends secure payments to investors based on complex distribution waterfalls defined in operating agreements. |
Supported Provides CRM functionality to track interactions, manage communications, and enhance investor satisfaction. |
Supported Offers platform access with streamlined workflows, real-time visibility, and transparency for co-sponsors. |
Supported Simplifies capital calls with automated calculations, notifications, tracking, and reporting. |
Supported Provides a centralized platform to track investments, payments, and performance metrics for debt funds. |
We evaluate the sentiment that users express about non-functional aspects of the software
Value and Pricing Transparency
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
InvestNext reviews
We've summarised 168 InvestNext reviews (InvestNext Capterra reviews and InvestNext G2 reviews) and summarised the main points below.
- Excellent and responsive customer support, often providing personalized video tutorials.
- User-friendly interface for both sponsors and investors, praised for its ease of navigation.
- Comprehensive platform covering capital raising, distributions, document management, and investor communication.
- Streamlined investor onboarding process and electronic document signing.
- Automated waterfall calculations and ACH payment capabilities for efficient distributions.
- Difficult initial setup and onboarding reported by several users.
- Lack of real-time customer support and slow response times via email.
- Limited CRM functionality, especially for pipeline management and prospect engagement.
- No mobile application available for convenient access on the go.
- Limited customization for investor updates and emails, including formatting options and branding
InvestNext pricing
The commentary is based on 26 reviews from InvestNext Capterra reviews and InvestNext G2 reviews.
InvestNext is praised for its affordability, especially by smaller firms and those new to capital raising. However, some users find its pricing model expensive as assets under management grow, wishing for lower costs or more features at higher tiers. Several reviews highlight its cost-effectiveness compared to competitors.
Users sentiment
See the InvestNext pricing page.
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InvestNext has a free trial.
Best for firms without existing investors and $0 funds under management. Includes custom investor portal, investor CRM, fundraising automation, and allows 3 users.
Best for experienced firms with an existing portfolio of investors and assets. Includes everything in Fundraising, plus automated back office, distributions & payments, investor reporting, document & K1 dissemination, dedicated onboarding, and unlimited users.
Best for institutional firms with more than $300M funds under management. Includes everything in All-In-One, plus KYC/AML, dedicated CSM, and priority migration.
InvestNext alternatives
Juniper SquareInvestment management platform built for private funds. Simple, scalable, secure.Read more
Agora Real EstateStreamlines real estate investment management, improving investor relations.Read more
AppFolio Investment ManagerReal estate investment management: streamlined operations, happy investors.Read more
InvestNext FAQ
InvestNext is real estate investment management software streamlining capital raising, investor relations, and the entire investment process. It offers tools for distributions, investor communication, and a secure investor portal for document access. InvestNext simplifies complex processes, enhances transparency, and improves efficiency.
What is InvestNext and what does InvestNext do?
InvestNext is real estate investment management software streamlining capital raising, investor relations, and the entire investment process. It offers tools for distributions, investor communication, and a secure investor portal for document access. InvestNext simplifies complex processes, enhances transparency, and improves efficiency.
InvestNext integrates with various tools to enhance its functionality. It offers automated compliance tools, including KYC/AML and accreditation verification. More specific integrations are not publicly available.
How does InvestNext integrate with other tools?
InvestNext integrates with various tools to enhance its functionality. It offers automated compliance tools, including KYC/AML and accreditation verification. More specific integrations are not publicly available.
InvestNext's main competitors include Cash Flow Portal, Covercy, and TenantCloud. These alternatives offer similar functionalities for real estate investment management, investor relations, and streamlining various processes within the real estate industry.
What the main competitors of InvestNext?
InvestNext's main competitors include Cash Flow Portal, Covercy, and TenantCloud. These alternatives offer similar functionalities for real estate investment management, investor relations, and streamlining various processes within the real estate industry.
InvestNext appears legitimate, boasting positive ratings on G2, Capterra, and Glassdoor. Users praise its user-friendly interface and comprehensive features. However, some report difficulties with initial setup and limited CRM functionality. Consider these factors when assessing if InvestNext is safe and suitable for your needs.
Is InvestNext legit?
InvestNext appears legitimate, boasting positive ratings on G2, Capterra, and Glassdoor. Users praise its user-friendly interface and comprehensive features. However, some report difficulties with initial setup and limited CRM functionality. Consider these factors when assessing if InvestNext is safe and suitable for your needs.
InvestNext's pricing includes the Fundraising plan at $299 monthly, the All-In-One plan at $499 monthly, and the Enterprise plan with custom pricing. Is InvestNext worth it? It depends on your needs and budget, but the tiered pricing offers options for firms of different sizes and fundraising stages.
How much does InvestNext cost?
InvestNext's pricing includes the Fundraising plan at $299 monthly, the All-In-One plan at $499 monthly, and the Enterprise plan with custom pricing. Is InvestNext worth it? It depends on your needs and budget, but the tiered pricing offers options for firms of different sizes and fundraising stages.
InvestNext's customer service receives positive feedback overall. Users highlight the responsive and helpful support team, often providing personalized video tutorials. However, some users mention slow email response times and the lack of real-time support options.
Is InvestNext customer service good?
InvestNext's customer service receives positive feedback overall. Users highlight the responsive and helpful support team, often providing personalized video tutorials. However, some users mention slow email response times and the lack of real-time support options.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.