InvestNext
About InvestNext
InvestNext Pricing
Starting price:
$99.00 per month
Free trial:
Not Available
Free version:
Not Available
Most Helpful Reviews for InvestNext
1 - 5 of 20 Reviews
Lance
Verified reviewer
Real Estate, 2-10 employees
Used weekly for less than 12 months
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.
PROSI 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.
CONSMy 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
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed November 2023
The Next Best Thing
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.
CONSThere 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
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed December 2023
InvestNext is helpful, but pricey $$$
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.
CONSIt is very expensive for what it is, especially when we are just managing funds and not raising as much capital as we'd like.
Jing
Real Estate, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2024
Friendly User Interface
Easy to visually view the client's position and transaction, excellent customer support
CONSHaven't tried all the features yet, so far so good
Reason for choosing InvestNext
Better user interface, easy setup, excellent customer support
Reasons for switching to InvestNext
Resman is closing Dealroom support so we have to find an alternative product, the transition is smooth.
Vendor Response
Hi Jing, thanks for sharing! Glad to hear you had a smooth transition from Dealroom and have found our platform easy to use. Thank you for your insight.
Replied January 2024
Claudia
Real Estate, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2023
The use of Investnext
I like how easy it is to work with and how user friendly it is.
CONSI 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