What is InvestNext?
Manage the complete life cycle of your real estate syndication with a unified platform. From capital raising to complex waterfall distributions, this solution covers all your needs while delivering an institution-grade experience to your investors. Streamline front and back-office operations, oversee your portfolio in a single location, establish a modern approach to capital raising, and provide professional reporting to your investors. With the capability to manage hundreds of millions in investor dollars, this all-in-one platform is designed to scale alongside your firm
Highlights
- Unified portal for managing the full real estate syndication lifecycle
- Streamlined front and back-office operations
- Portfolio management in a single location
- Customized reporting and dashboards
- Historical data access and notification alerts
- Automated workflow setup
- Data analytics for better decision-making
- Integration with popular accounting and CRM systems
Features
Email/Help Desk
Chat
In Person
FAQs/Forum
Live Online
Knowledge Base
Webinars
Videos
Documentation