Audience

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

About InvestNext

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.

Other Popular Alternatives & Related Software
Allvue
Allvue
Allvue Systems delivers AI-powered software for alternative investment managers, empowering private capital firms to manage the full fund lifecycle efficiently. Its integrated platform supports fund accounting, portfolio monitoring, investor management, and reporting through intelligent automation. With the Allvue Agentic AI Platform, private equity, venture capital, private credit, and CLO managers can streamline workflows, reduce risk, and make data-driven decisions faster. Built for scalability, Allvue’s cloud-based technology adapts as firms grow, ensuring continuous innovation without disruptive implementations. The platform’s seamless integrations and strong partner ecosystem extend functionality across multiple asset classes and investment structures. Trusted by over 500 clients managing $8.5 trillion+ in assets, Allvue helps firms transform operations, enhance transparency, and unlock smarter growth.
Learn more
Fundy
Fundy
A powerful, web-based platform for property and private equity fund managers, Fundy simplifies complex fund operations in a secure, audited environment. Key Features: Automated Workflows: Capital calls, distributions, and fund fee calculations Investor & Portfolio Tracking: Manage transactions and monitor performance Real-Time Payment Status: Integrated with banking and accounting systems Seamless Reporting: Export Excel reports with embedded formulas Enterprise-Grade Security: SSO, audit trails, and multi-user confirmations Trusted by investment professionals to reduce risk, save time, and improve fund oversight. Request a free demo to see Fundy in action.
Learn more
Agora
Agora
Agora is a designated software solution for real estate investment firms to build trust with investors, accelerate every aspect of their business and grow faster with optimal operational efficiency. We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital. Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place. Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements. Automate your portfolio management, generate reports, distribute waterfalls, and streamline performance data.
Learn more
ARGUS Taliance
ARGUS Taliance
ARGUS Taliance is a robust real estate fund and alternative investment management software that enables real estate companies to manage the performance of a real estate fund and real estate investment trusts (REITs). With ARGUS Taliance, you can model complex investment structures, run scenario testing to assess the impact of market or ownership changes, calculate distribution waterfalls and create detailed reporting to stakeholders and investors. With the complexity of global real estate investments and different funding sources, creating a multi-tiered investment structure with unique calculations and reporting outputs can be challenging. With ARGUS Taliance, you can model an entire portfolio of real estate funds through an interactive interface and quickly view your investment structure over time. You can also drill down into each investment entity and even adjust models to configure waterfall distributions and distribution per unit calculations that allow you to forecast.
Learn more

Pricing

Starting Price:
$55 per month

Integrations

See Integrations

Ratings/Reviews

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

Company Information

InvestNext
United States
www.investnext.com/features/

Videos and Screen Captures

InvestNext Screenshot 1
InvestNext Screenshot 1 InvestNext Screenshot 2
Other Useful Business Software
Zenflow- The AI Workflow Engine for Software Devs Icon
Zenflow- The AI Workflow Engine for Software Devs

Parallel agents. Multi-agent orchestration. Specs that turn into shipped code. Zenflow automates planning, coding, testing, and verification.

Zenflow is the AI workflow engine built for real teams. Parallel agents plan, code, test, and verify in one workflow. With spec-driven development and deep context, Zenflow turns requirements into production-ready output so teams ship faster and stay in flow.
Try free now

Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
24/7 Live Support
Online

InvestNext Frequently Asked Questions

Q: What kinds of users and organization types does InvestNext work with?
Q: What languages does InvestNext support in their product?
Q: What kind of support options does InvestNext offer?
Q: What other applications or services does InvestNext integrate with?
Q: What type of training does InvestNext provide?
Q: How much does InvestNext cost?

InvestNext Product Features

InvestNext Additional Categories

Page Already Claimed. Claim Again?