InvestNext
4.5
47
SaaS platform for managing real estate syndication lifecycle, including capital raising and complex distributions, with an institution-grade experience for investors.
Strengths
-
User-friendly interface
Easy to navigate and use
-
Automated workflows
Saves time and reduces errors
-
Customizable reporting
Tailored to specific needs
Weaknesses
-
Limited integrations
May not work with all existing software
-
No mobile app
Not accessible on-the-go
-
Limited customer support
May not be able to resolve issues quickly
Opportunities
- Potential for growth and increased revenue
- Increased compatibility with existing systems
- Increased accessibility and convenience
Threats
- May struggle to gain market share
- Decreased demand for investment software
- May require costly updates to comply
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InvestNext Plan
InvestNext offers a tiered pricing model with three versions, starting at $99/month, each with increasing features and capabilities.
Fundraising Suite
55
Per Month
Fundraise more effectively by provides everything a sponsor needs to raise capital. It is a great starting point for first-time capital raisers. This plan is also a great option for sponsors that have an existing portfolio of investments, but whose immediate priority is to streamline an upcoming capital raise. Under this plan, these sponsors don’t have to commit to migrating all of their historical investment data upfront.
Soft commitments
Guided subscriptions
Fully integrated e-signatures
Track investor accreditation status
Collect funds from investors automatically
Track investor funding status
Investing entity tracking
Co-sponsor management
Customizable offerings pages
Shareable offerings
Embedded offerings
Content publisher
Portfolio track record
List segmentation
Lead capture forms
Lead management
Opportunity management
Customizable fundraising pipeline
Contact management
Task management, activity feed
Universal email integration
Mass email
Email tracking & notifications
Custom fields
Fine-grained user permissions
Two-factor authentication
End-to-end data encryption
Continuous penetration testing & monitoring
Detailed user-audit logs
PCI DSS certified
Email, in-app, & on-demand video call support
Continuous education
Dedicated deployment resource
Investment Suite
95
Per Month
Streamline your back-office and delight your investors. Provides everything a sponsor needs to automate investor reporting, distributions, and other back office operations. This plan is designed for sponsors that have an existing portfolio of investments, but are not raising capital in the near future. Therefore, they don’t need all of the Fundraising Suite features.
Contact management
Task management, activity feed
Universal email integration
Mass email
Email tracking & notifications
Custom fields
Investor entity & account management
SPVs, funds, & other alternative investment structures
Cap table & equity management
Loan/debt management
Document management
Firm-branded reports
Waterfall modeling & automation
Automated distributions & payments
Multiple currencies
Open-end funds and REITs
Document-sharing
Investor updates publishing
Live investment KPIs
Transaction history
Detailed asset summaries & reporting
Automated K-1 sharing
Investor self-service & profile management
Custom investor portal layout
Fine-grained user permissions
Two-factor authentication
End-to-end data encryption
Continuous penetration testing & monitoring
Detailed user-audit logs
PCI DSS certified
Email, in-app, & on-demand video call support
Continuous education
Dedicated deployment resource
All-In-One Suite
125
Per Month
combines all of the features in the Fundraising Suite and Investment Suite into a single package
Soft commitments
Guided subscriptions
Fully integrated e-signatures
Track investor accreditation status
Collect funds from investors automatically
Track investor funding status
Investing entity tracking
Co-sponsor management
Customizable offerings pages
Shareable offerings
Embedded offerings
Content publisher
Portfolio track record
List segmentation
Lead capture forms
Lead management
Opportunity management
Customizable fundraising pipeline
Contact management
Task management, activity feed
Universal email integration
Mass email
Email tracking & notifications
Custom fields
Investor entity & account management
SPVs, funds, & other alternative investment structures
Cap table & equity management
Loan/debt management
Document management
Firm-branded reports
Waterfall modeling & automation
Automated distributions & payments
Multiple currencies
Open-end funds and REITs
Document-sharing
Investor updates publishing
Live investment KPIs
Transaction history
Detailed asset summaries & reporting
Automated K-1 sharing
Investor self-service & profile management
Custom investor portal layout
Fine-grained user permissions
Two-factor authentication
End-to-end data encryption
Continuous penetration testing & monitoring
Detailed user-audit logs
PCI DSS certified
Email, in-app, & on-demand video call support
Continuous education
Dedicated deployment resource
SSO Free Forever
Manage Google Drive, Mailchimp, Dropbox Business, Microsoft PowerPoint, QuickBooks Desktop Enterprise, Canva, Zoho One, DocuSign, Salesforce Sales Cloud Suite, Adobe Photoshop with SSO
