Learn the basics to help you get up and running with the InvestNext platform
Everything that you need to know to manage your account, receive investment updates, and invest in new projects as an investor..
Create new contacts and accounts, invite contacts to the investor portal, build contact filters
Everything that you need to know to create a new capital raise, set-up your deal room, and manage opportunities.
Creating custom waterfalls and running distributions.
Managing documents within the platform and creating/sending e-signature requests.
How to set-up and brand your custom investor portal.
Everything you need to know to manage your InvestNext site configuration.
Creating blog posts and setting up/sending custom emails.
InvestNext forms are a powerful and customizable way to capture information from current and prospective investors
Everything you need to know about the SSO (single sign-on) feature with InvestNext.