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About

Fundraise more effectively with a complete picture on your progress. Prioritize your strongest prospective investors with InvestNext’s purpose-built CRM. Automate and digitally execute subscription agreements, investor accreditation, and other legal documents. Leverage InvestNext’s online publishing platform to create professional and modern offering pages. Turn your investment data into powerful insights, all in one view. Manage investment ownership, transactions, capital accounts, and display automatically calculated investment KPIs. Consolidate disparate investment data and rely on InvestNext as your investment system of record. Consolidate and automate the calculation of your investment waterfall. Eliminate the need for error-prone Excel and easily mirror your operating agreement’s waterfall rules in InvestNext. Easily model your waterfalls with predefined templates such as preferred return, pro-rata, IRR, splits, etc.

About

Smart experiences, workflows and content designed to scale distribution and to simplify the investor services functions of global asset managers, private equity firms, real estate groups, hedge funds, credit, and funds of funds. Manage your contacts, investors, prospects, commitments and deals in a CRM specifically designed for your world. Branded, institutionally wrapped communications for private placements. The perfect portal to get you started and at the perfect price. Ideal for firms that do not have a portal, need something that they can quickly get off the ground and makes them look world class in front of investors. Includes all the workflows and tools to report and communicate. It takes the Essentials Portal to the next level by adding CRM and performance dashboards. Handy for firms who want to get off Excel or other inefficient tools for contact and investor relationship management and become more professional in how they manage their firm and report.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investors and companies interested in a solution to grow their business, streamline back-office, and deliver best-in-class service

Audience

Investor portal for asset and investment managers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$55 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

InvestNext
United States
www.investnext.com/features/

Company Information

InvestorFlow
Founded: 2009
United States
www.investorflow.com

Alternatives

Alternatives

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Fundy

Fundy

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Backstop

Backstop

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ARGUS Taliance

ARGUS Taliance

Altus Group
IMS

IMS

RealPage
IMS

IMS

RealPage

Categories

Categories

Integrations

Docusign
Salesforce
Seismic
Vyzer

Integrations

Docusign
Salesforce
Seismic
Vyzer
Claim InvestNext and update features and information
Claim InvestNext and update features and information
Claim InvestorFlow and update features and information
Claim InvestorFlow and update features and information