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Getting Started

Learn the basics to help you get up and running with the InvestNext platform

Investor Support

Everything that you need to know to manage your account, receive investment updates, and invest in new projects as an investor..

Investor Management

Create new contacts and accounts, invite contacts to the investor portal, build contact filters

Capital Raising

Everything that you need to know to create a new capital raise, set-up your deal room, and manage opportunities.

Distributions

Creating custom waterfalls and running distributions.

Document & E-Signature Management

Managing documents within the platform and creating/sending e-signature requests.

Investment/Project Management
Investor Portal

How to set-up and brand your custom investor portal.

System Management

Everything you need to know to manage your InvestNext site configuration.

Investor Accreditation
Communications

Creating blog posts and setting up/sending custom emails.

InvestNext Forms

InvestNext forms are a powerful and customizable way to capture information from current and prospective investors

Reporting
TEAMs Feature
SSO

Everything you need to know about the SSO (single sign-on) feature with InvestNext.

Zapier
InvestNext Payments (ACH)
Co-Sponsors
KYC/AML
Capital Raise 2.0

Everything you need to know about the Capital Raise 2.0 features and functionality

Best Practices

Tips and Insights the InvestNext team has for sponsors to succeed within the InvestNext platform.