+
+

Related Products

  • Dynamo Software
    68 Ratings
    Visit Website
  • Asym Capital
    1 Rating
    Visit Website
  • Sharesight
    546 Ratings
    Visit Website
  • eToro
    31,115 Ratings
    Visit Website
  • Adaptive Security
    87 Ratings
    Visit Website
  • TurboTenant
    791 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • DoorLoop
    985 Ratings
    Visit Website
  • OpenMetal
    39 Ratings
    Visit Website
  • Xero
    5,852 Ratings
    Visit Website

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

PoliBit is an investment management platform that automates the full fund lifecycle for real estate, private equity, and private debt managers. The platform handles fundraising with digital subscriptions and e-signatures, investor onboarding with KYC/AML verification against 300+ international watchlists, and capital call processing with multi-currency payment collection. Fund administration features include automated waterfall calculations for both American and European structures, NAV computation, and capital account maintenance across multiple fund vehicles. The white-label investor portal gives LPs 24/7 access to real-time performance metrics, distribution history, K-1 tax documents, and fund communications. Automated ILPA-standard quarterly reporting and real-time dashboards eliminate manual report preparation. Cross-border payment rails including stablecoin integration reduce international transfer costs by up to 90%.

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

Fund managers, GPs, fund administrators, and investor relations teams managing alternative investment funds. Designed for emerging and mid-market managers ($5M–$100M+ AUM) who need institutional-grade operations without the overhead of a large back-office team.

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

No images available

Pricing

$55 per month
Free Version
Free Trial

Pricing

$1250/month
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

PoliBit
Founded: 2023
Mexico
polibit.io

Alternatives

Alternatives

Fundy

Fundy

Exquance Software
Fundy

Fundy

Exquance Software
TNR Solution

TNR Solution

SS&C Technologies
ARGUS Taliance

ARGUS Taliance

Altus Group
Allvue

Allvue

Allvue Systems
IMS

IMS

RealPage
Backstop

Backstop

Backstop Solutions Group
Relevant EquityWorks

Relevant EquityWorks

Relevant Equity Systems

Categories

Categories

Integrations

Vyzer

Integrations

Vyzer
Claim InvestNext and update features and information
Claim InvestNext and update features and information
Claim PoliBit and update features and information
Claim PoliBit and update features and information