InvestNext Reviews

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.

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.

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

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.

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.

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.

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.

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

Easy to visually view the client's position and transaction, excellent customer support

Haven't tried all the features yet, so far so good

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.

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

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.

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

Tracking investors and managing distributions, tax reporting and K-1's, and capital raises.

Some glitches in the communications feature when you have a co-sponsor. Needs work as a CRM tool. More of the project and capital raise management tool.

Project management, contact management, documentation management and distribution calculation process is excellent.

Response time is not always as fast as I would like and I would like ability to call into a customer service group for support.

The onboarding process with InvestNext was simple and their support team was very quick to respond. They provided us the resources during onboarding to maintain the platform ourselves and when I do come across a question, their support library always has the answer. The platform is easy to use from my phone and is very user friendly.

There is nothing I don't like about it. I do look forward to seeing an app version come out soon though.

Investnext is easy to use and has a very unique (and valuable) cosponsor function that enables larger GP teams to work together on investment deals. I have used several investor portal software packages and InvestNext is my favorite.

The learning curve on the GP side is pretty steep. The UI and workflow to start a new capital raise needs some improvement and streamlining.

Pricing and Platform is probably the best in the market.

Too much clicking around to get to what you actually want to do.

Cheap when you're getting started. Your fees grow with AUM.

Investnext needs to add more functionality to allow data imports

Ease of setting up onboarding system for new clients.

No place to show list of assets within my fund.

Investnext is crucial to how I run by business. It has allowed me to scale and growth. Highly recommend

It takes a little while to figure it all out