Getting Started

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

Matthew Attou avatarJay Krause avatarAlan Mohan avatar
5 authors9 articles

Investor FAQ

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

Brad St. Onge avatarMatthew Attou avatarJay Krause avatar
8 authors15 articles

Investor Management

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

Brad St. Onge avatarTycarrian Godfrey avatarTheresa Klekar avatar
6 authors22 articles

Capital Raising

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

Theresa Klekar avatarAlan Mohan avatarJuan Ramirez avatar
8 authors31 articles


Creating custom waterfalls and running distributions.

Alan Mohan avatarTheresa Klekar avatarJuan Ramirez avatar
6 authors11 articles

Document & E-Signature Management

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

Theresa Klekar avatarJay Krause avatarBrad St. Onge avatar
5 authors17 articles

Investment/Project Management

Jay Krause avatarJuan Ramirez avatarAlan Mohan avatar
5 authors17 articles

Investor Portal

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

Brad St. Onge avatarJay Krause avatarTheresa Klekar avatar
5 authors8 articles

System Management

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

Jay Krause avatarMatthew Attou avatarJuan Ramirez avatar
4 authors8 articles

Investor Accreditation

Jay Krause avatar
1 author2 articles


Creating blog posts and setting up/sending custom emails.

Jay Krause avatarBrad St. Onge avatarMatthew Attou avatar
4 authors5 articles

InvestNext Forms

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

Theresa Klekar avatarMatthew Attou avatar
2 authors6 articles


Kevin Heras avatar
1 author1 article

TEAMs Feature

Alan Mohan avatarJuan Ramirez avatar
2 authors4 articles


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

Theresa Klekar avatarTycarrian Godfrey avatarJuan Ramirez avatar
3 authors4 articles


Alan Mohan avatar
1 author1 article

InvestNext Payments (ACH)

Brad St. Onge avatarJay Krause avatarKevin Heras avatar
3 authors4 articles


Jay Krause avatarTycarrian Godfrey avatarJuan Ramirez avatar
3 authors4 articles