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How to Create a New Project

Setting up a new project, property, or fund.

Jay Krause avatar
Written by Jay Krause
Updated over 4 months ago

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 following the steps below!


Step-by-Step Instructions:

STEP 1. Navigate to 'Projects' in the Main Menu and click on '+ NEW PROJECT' in the top right-hand corner:

STEP 2. Enter the 'Project Name' and 'Project Type'. Optionally, enter the 'Legal Name' of the Project:

STEP 3. Enter the physical address of this Project:

TIP: Be sure to enter the "State" using the capitalized 2-letter abbreviation format. For example: CA, TX, NY, etc.

STEP 4. Select the 'Asset Class(es)', 'Relevant Regulation(s)', and the 'Structure':

STEP 5. Select the 'Currency' and the 'Unit Calculation Presicison'. Click 'Next' when done:

STEP 6. You've now created your Project! You can update this information anytime by navigating to the 'Settings' tab within the Project:


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