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.

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Pricing

Starting Price:
$55 per month

Integrations

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Company Information

InvestNext
United States
www.investnext.com/features/

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Product Details

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

InvestNext Frequently Asked Questions

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