Advice and answers from the InvestNext Team
Getting Started
Learn the basics to help you get up and running with the InvestNext platform
Investor FAQ
Everything that you need to know to manage your account, receive investment updates, and invest in new projects.
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.