InvestNext 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

InvestNext

4.8

(20)

Pricing

Pricing available upon request

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 Screenshots

InvestNext Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Core

Pricing available upon request

Plan includes:

Custom Investor Portal
Investor CRM
Fundraising Automation
One Click Distributions & Payments
Investor Reporting, Transaction History, and Asset Summaries
Document & K1 Dissemination
Onboarding Resource
Up to 3 Co-Sponsors*
ACH Payments (Add-On)
KYC/AML (Add-On)

Firm

Pricing available upon request

Plan includes:

Custom Investor Portal
Investor CRM
Fundraising Automation
One Click Distributions & Payments
Investor Reporting, Transaction History, and Asset Summaries
Document & K1 Dissemination
Up to 10 Co-Sponsors*
ACH Payments (Add-On)
KYC/AML (Add-On)
Accreditation (Add-On)

Institution

Pricing available upon request

Plan includes:

Custom Investor Portal
Investor CRM
Investor Reporting, Transaction History, and Asset Summaries
Custom Investor Portal Domain (Add-On)
1:1 Onboarding Resource
Fundraising Automation
One Click Distributions & Payments
Document & K1 Dissemination
Unlimited Co-Sponsor Access
Complimentary Inbound Payments

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InvestNext Features

Popular features found in Real Estate Property Management
Communication Management
Contact Management
Contract/License Management
Credit Check
Document Management
Electronic Payments
Insurance Management
Lease Management
Payment Processing
Rent Tracking
Tax Management
Work Order Management
More features of InvestNext
Accounting
Activity Dashboard
Alerts/Notifications
API
Audit Trail
Benchmarking
Client Management
Client Portal
Collaboration Tools
Compliance Management
Compliance Tracking
Customizable Reports
Data Import/Export
Digital Signature
Drag & Drop
Fee Management
File Sharing
Financial Analysis
Financial Management
For Commercial Real Estate
For Investment Advisors
For Investors & Traders
Fund Management
Investments Tracking
Lead Management
Mobile Access
Performance Metrics
Portfolio Management
Portfolio Rebalancing
Real-Time Data
Reporting/Analytics
Reporting & Statistics
Risk Management
Task Management
Third-Party Integrations
Transaction Management
Vendor Management
Visual Analytics
Workflow Management

InvestNext Integrations

Zapier

Constant Contact

HubSpot CRM

InvestNext User Reviews

Overall Rating

4.8

Ratings Breakdown

85%

15%

Secondary Ratings

Ease of Use

4.5

Value for money

4.7

Customer support

4.7

Functionality

4.7

Lance P.

Verified reviewer

Real Estate

2-10 employees

Used weekly for less than 12 months

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Claudia R.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 2 years

Review source

Reviewed December 2023

The use of Investnext

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Philip B.

Verified reviewer

Commercial Real Estate

2-10 employees

Used weekly for less than 2 years

Review source

Reviewed December 2023

InvestNext is helpful, but pricey $$$

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Tommy H.

Verified reviewer

Real Estate

2-10 employees

Used weekly for less than 2 years

Reviewed November 2023

The Next Best Thing

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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!

Reasons 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

Ashley W.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 2 years

Review source

Reviewed December 2021

The Best Software for Managing Your Investors when they Invest!

InvestNext has been the best to work with and build out several investments within their portal. The investors love the platform and find it easy to use. They are constantly taking feedback and implementing it and I sincerely enjoy working with them.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I really like how clean of a program it is and easy to use. I also like the design and the features to pull reports, analyze raises and investors. I like it as a communication hub for current investors. And lastly, I love the customer service! Probably the best part of this company!

Cons:

While not its original intention having an Investor CRM is a critical first step. This doesn't work well as a CRM requiring one to use another platform in addition to this, which is not great.

Reasons for choosing InvestNext

Customer Service and they showed me where they wanted to take the company not just where they were currently.

Reasons for switching to InvestNext

The other portal was in infancy and could not handle the scope I needed it to perform.

Vendor Response

Ashley, thank you so much for the kind words! We appreciate your support, it's great to see how useful InvestNext has been for your team.

Replied December 2021

Natalia L.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 12 months

Review source

Reviewed December 2023

InvestNext: Elevating Our Fundraising and Investor Relations Game

InvestNext has proven to be an invaluable tool for our fundraising and investor relations activities. Its clean interface, user-friendly design, and top-notch customer support have significantly contributed to our ability to level up our business. I highly recommend InvestNext to any organization looking to streamline their processes and elevate their investor relations game.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Clean layout, customer support and distribution features.

Cons:

We wish there were some more reporting features. One specifically is seeing who has opened emails. Not just in the contact view, but more of a macro report.

Reasons for switching to InvestNext

Price, better format, direct distribution feature

Vendor Response

Thanks Natalia! We are thrilled that InvestNext has proven to be an invaluable tool that helped you level up your business after switching from Juniper Square. Appreciate your insights on reporting features - we're actively working on enhancing reporting functionality.

Replied December 2023

Michael N.

Verified reviewer

Commercial Real Estate

2-10 employees

Used daily for less than 2 years

Review source

Reviewed February 2024

Great Customer Support

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Bobby H.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 2 years

Review source

Reviewed December 2023

Great Product for Price

I have great experiences with InvestNext. The Customer Service is amazing. And the product and features keep improving. Overall, our firm gets great value from this platform at the cost incurred.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is very user friendly. It is also an inexpensive option for smaller firms just entering the industry, and allows us to provide a polished platform for a lower cost than competitors.

Cons:

No delay delivery option on email communications. This would be helpful for us when we send out reporting.

Reasons for choosing InvestNext

Cost and User Friendliness of the website..

Reasons for switching to InvestNext

Crowd Street was bought out I believe. So we needed to switch.

Vendor Response

Thanks Bobby - great to hear your firm is getting great value from InvestNext! Thanks for your feedback on email functionality - we’re always looking for ways to improve investor communications experience for sponsors and investors. Please feel free to reach out to us directly with your suggestions on how we could be even better.

Replied December 2023

John F.

Verified reviewer

Real Estate

Self-Employed

Used daily for less than 12 months

Review source

Reviewed January 2022

InvestNext is the investor portal for you

Overall, the product is great! The support team is very responsive whenever I reach out and they provide a lot of video explanation to avoid the mincing of words. I think this is the best and most obvious choice for anyone that is looking for an investor portal for their investment firm.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

InvestNext was the best product for us after demoing multiple portals. The features such as communication and document management helped but it was ease of use for investors that ultimately won me over.

Cons:

Since adopting the product, the features that interested me that weren't available have been rolled out in recent releases. For instance, the user interface has since been updated to a more modern and professionally appealing look for investors.

Tim B.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 12 months

Reviewed December 2023

Great Platform For Any type of Fund Management

I do wish there was a more streamlined process for getting "instant support". HOWEVER all the representatives we have had so far, [sensitive content hidden] specifically, has been really knowledgeable and been able to walk through any challenges or questions we had.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The Detailed data that both you and the investors can view with the click of a button. Its a clean platform for both the administrators and investors.

Cons:

There is a bit of a learning curve in the beginning getting everything setup for the first time.

Vendor Response

Hi Tim, thanks for sharing! Thrilled to hear you are getting value from the access to data and user experience for sponsors and investors. Thank you for your insight on instant support - we are always looking for ways to improve our support experience so your feedback is greatly appreciated.

Replied January 2024

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