Investor CRM
InvestNext
★★★★½ 4.6/5 · Founded 2016
InvestNext is an investor management and fundraising platform for real estate GPs, fund managers, and syndicators. It provides investor portals, cap table management, waterfall modeling, automated distributions, fundraising CRM, K-1 sharing, and e-signatures. Pricing is subscription-based with a 12-month initial agreement and scales by assets under management.
Pricing
| Plan | Price | Features |
|---|---|---|
| Fundraising | $99/mo | Customizable offering pages, Lead capture forms, Fundraising CRM basics, Investor portal basics |
| Core | $499/mo | Investor portal with document sharing and KPIs, Cap table and equity management, Waterfall modeling and automation, Automated distributions and payments, Fundraising CRM, Guided subscriptions with e-signatures, Mass email and tracking, Marketing suite, Email and video call support |
| Firm | $699/mo | Everything in Core, Multiple currencies, Open-end funds and REITs, White-label co-sponsor portal, Custom investor portal layout, Dedicated account manager, Priority migration and 1-on-1 onboarding |
| Institution | Contact | Everything in Firm, Waived ACH fees for high-volume transactions, Complex capital structures, Cross-team collaboration |
Pros
- End-to-end investor management from fundraising to distributions
- Integrated ACH payment automation for distributions
- Excellent for syndicators and fund managers
Cons
- 12-month minimum commitment
- Expensive for small operators (Core starts at $499/month)
- Transaction fee for ACH payments (0.03% + $0.25, capped at $25)
Best For
Real estate syndicators, fund managers, and GPs managing outside investor capital
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