InvestNext

This article provides the Best Practices when setting up and sending Email and Updates in the InvestNext Portal.

Best Practices for Email or Update Set Up

InvestNext Holiday Schedule

Best Practices for working with Retirement/IRA/SDIRA Accounts and Custodians

Tips and Insights the InvestNext team has for sponsors to succeed within the InvestNext platform.

Best Practices

This article walks through the billing section within InvestNext and how it can be used by sponsors.

Billing Section 101

All resources for customers related to billing within the InvestNext portal.

Billing

Capital Raise 2.0 Breakdown

Introducing, Capital Raise 2.0! We’ll go through the design updates and provide a side-by-side comparison of our Capital Raise layout.

Capital Raise 2.0 - Visual Comparison

This article provides details into the new metrics provided within the Capital Raise homepage under the Capital Raise 2.0 rollout.

Capital Raise 2.0 Metrics

This article will explain and describe the fundamentals of the Deal Room Views feature and how sponsors can benefit from this feature.

Deal Room Views

Everything you need to know about the Capital Raise 2.0 features and functionality

Capital Raise 2.0

Create a custom design with text, images, and links

Company Website

Find answers and get help from Intercom Support and Community Experts

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.