A Project is a primary concept on the InvestNext platform which is used as a blanket term for a specific investment, whether that be an individual property, investment fund, or any other structure.

Creating a project is a simple process that starts by navigating to the Projects page from the left-hand navigation bar, then following the steps below.

Select 'New Project' in the top right-hand corner of the screen.

Enter a Project Name and specify the Project Type, in addition to any additional optional information.

Complete the Project Profile section with all currently known information and Save Changes. You can update this information anytime by navigating to the Settings tab within the Project.

From here, you are ready to set-up classes and add positions!

Did this answer your question?