InvestNext

RATING:

4.8

(20)

About InvestNext

InvestNext helps businesses track their investment portfolios, plan and execute their goals, and manage their finances efficiently. The software can be integrated with most accounting and CRM systems, including QuickBooks, Microsoft Dynamics 365, Sage Intacct and Salesforce. InvestNext offers a number of features for businesses, including portfolio analytics and risk assessment, loan performance reporting and compliance monitoring.

InvestNext Pricing

Starting price: 

$99.00 per month

Free trial: 

Not Available

Free version: 

Not Available

InvestNext waterfall distribution manager
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InvestNext Reviews

Overall Rating

4.8

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for InvestNext

1 - 5 of 20 Reviews

User Profile

Lance

Verified reviewer

Real Estate, 2-10 employees

Used weekly for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2024

Powerful Features, Low Barrier to Entry

They are super responsive on all fronts. I highly recommend their platform to anyone raising capital for real estate syndications or funds.

PROS

I love the investor onboarding functionality and the fact that accreditation verification is built-in. The waterfall calculator actually works, unlike other platforms. The fact that ACH payments are integrated is another huge plus. It allows investors making commitments to transfer electronically, and it sends out distribution payments electronically as well.

CONS

My only knock is that it's pretty easy to get lost in the various configuration screens, but it's somewhat understandable given all of the various features that exist and things that can be customized. You end up getting the hang of it.

Tommy

Real Estate, 2-10 employees

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed November 2023

The Next Best Thing

PROS

Its ease of use is unparalleled. We've seen demos from so many other investor portals and it was evident that the InvestNext team thoughtfully developed their platform for our industry. Their team is also super supportive and helpful.

CONS

There isn't a native integration with our CRM, Hubspot today, but they're working hard on it!

Reason for choosing InvestNext

Again, the features and ease of use was stellar. Every experience was well thought out and worked seamlessly.

Reasons for switching to InvestNext

InvestNext's feature set covered all the pain points we were previously having on other platforms. The user experience is also top notch.

Vendor Response

Hey Tomm, thanks for sharing! We are thrilled to hear about your positive experience with InvestNext! We're committed to ease of use and top-notch support. Integration improvements are on the way soon!

Replied November 2023

Philip

Commercial Real Estate, 2-10 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed December 2023

InvestNext is helpful, but pricey $$$

PROS

The client portal for our investors to login and track their accounts with us works well for the most part. It is very helpful being able to make distributions and generate statements with the investor portal.

CONS

It is very expensive for what it is, especially when we are just managing funds and not raising as much capital as we'd like.

Michael

Commercial Real Estate, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2024

Great Customer Support

PROS

The support team is very timely and has been very open to hearing feedback. They are always looking for ways to improve their product and have implemented several changes that we have recommended.

CONS

Lack of customizability within the folders for documents stored on the platform.

Claudia

Real Estate, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2023

The use of Investnext

PROS

I like how easy it is to work with and how user friendly it is.

CONS

I don't like that when I have co sponsors the back end of items like uploading documents has to be done by them instead of just being able to handle it. I unfortunately did not get enough info on the best uses and how to remove projects at the time we subscribed which caused my renewal to be quite high. The team was great in getting this resolved but it would have been great to know from the very beginning.

Reasons for switching to InvestNext

They had customized it for our use and when they sold the company the could not update our information for us to use it properly.

Vendor Response

Thanks Claudia! Delighted to hear you find InvestNext easy to use and user friendly! Thank you for your insights on co-sponsor functionality and your feedback on renewal communications. We’re always thinking about how we can improve the experience for our customers, please feel free to reach out to us directly with your suggestions.

Replied December 2023