InvestNext

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Company Website

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

Getting Started

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

Investor Support

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

Investor Portal & Management

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

Capital Raising

Creating custom waterfalls and running distributions.

Distributions

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

Document & E-Signature Management

Investment/Project Management

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

System Management

Creating blog posts and setting up/sending custom emails.

Communications

Reporting

Integrations via Zapier

InvestNext Payments

Co-Sponsors

Compliance Management

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

Best Practices

Find answers and get help from Intercom Support and Community Experts

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