InvestNext

Set-up InvestNext Payments to automatically send ACH and Cheque payments for Distributions and receive Contribution funds.

Set-up InvestNext Payments (Automated Payments)

Enable Secure ACH Transfers to allow investors to fund their investment directly through the InvestNext Portal.

Enabling Inbound Payments in the Capital Raise

When will ACH payments be received by investors?

ACH Payment Transaction Time

This article will describe how to check if an investor has received their ACH or Check payment for a given distribution

Payment Status

This article walks investors through how to access Plaid and the workflow that they will see to add their bank account to the portal.

Plaid workflow for Funding/linking a bank account

InvestNext Payments

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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