Welcome to InvestNext! We're thrilled to have you here. Our platform is designed to simplify your investment management process, from capital raising to managing cap tables, all while ensuring transparency and maintaining open lines of communication with your investors.

Below, you'll find the key features of our platform, each accompanied by a brief description to give you a quick overview. For a more detailed exploration, simply click on the headings. These will take you directly to task checklists within the platform, tailored to help new customers like you navigate your way with ease. Let's dive in and get you started on your journey with InvestNext!

This is a great starting point to ensure your environment is configured (e.g. Investor Portal branding) and your company profile has been completed.

This page provides a holistic view of Funds Under Management, Distributions Paid Out, Active Investors, Action Items, Capital Raises, and Projects.

A project can be a property, fund, or other type of investment that you might be managing or fundraising for. This is where you'll manage the cap table, distributions, and project documents (e.g. Subscription agreements, K1's, etc).

Manage your entire capital raising process from your pipeline of prospective investors, showcasing your public offering pages, and streamlining the entire commitment and investing process. Once an investor funds their commitment, they're automatically pushed to the corresponding project.

Contacts are individuals that are tied to their specific investment account. A contact can have more than one investment account, but should only have one contact card.

Accounts represent the investment method chosen by an individual, such as LLCs, joint accounts, IRAs, individual accounts, etc. Each account is linked to a primary contact but can be associated with multiple contacts.

Easily connect with your audience by sending personalized mass emails, publishing updates, and capturing and qualifying leads from your website.

Upload your legal documents to design and control your e-signature templates and handle signature requests.

Get organized with our task management feature. Easily create, assign, and keep track of all your tasks in one place. Stay on top of your to-do list with our user-friendly task management tool.