--- title: InvestNext Reviews meta_title: 'InvestNext Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 274 reviews by the users' company size, role or industry to find out how InvestNext works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 274 scale: '5' date_modified: '2026-07-17' parent_category: name: Real Estate url: https://www.g2.com/categories/real-estate --- # InvestNext Reviews **Vendor:** InvestNext **Category:** [Real Estate Investment Management Software](https://www.g2.com/categories/real-estate-investment-management) **Average Rating:** 4.6/5.0 **Total Reviews:** 274 ## About InvestNext InvestNext is where real estate meets real relationships: an investment management platform designed for real estate private market sponsors, including general partners, finance leaders, and investor relations teams. InvestNext focuses on the financial core of the investment lifecycle, including capital raising, investor onboarding, cap table management, distributions, reporting, and compliance. These workflows are long-lived, detail-sensitive, and directly tied to investor trust and transparency. Headquartered in Detroit, Michigan, InvestNext is built and supported entirely in the United States and Canada. InvestNext supports capital access through digital investor subscriptions, structured onboarding workflows, secure ACH payment processing, and flexible support for both syndications and fund structures. Accreditation is embedded into the subscription process, helping teams manage regulatory requirements while moving from investor interest to committed capital in a controlled and trackable environment. To support ongoing investor engagement and relationship-building, the platform includes a branded investor portal, deal rooms with secure document sharing, and a built-in investor CRM. Sophisticated teams can also connect InvestNext to external CRMs like HubSpot, Salesforce, and GoHighLevel for continuity between systems. Communication and follow-up workflows allow investor relations and capital-raising teams to maintain consistent interaction before, during, and between raises, while centralizing documentation and activity records. For long-term capital management, InvestNext functions as a financial system of record. The platform supports configurable waterfall modeling designed to reflect complex ownership structures and evolving deal terms over time. Cap table management, distributions, capital calls, transfers, investor reporting, and tax document management are maintained within the same system to reduce reliance on spreadsheets and disconnected tools. Compliance workflows are embedded directly into the capital lifecycle rather than treated as separate processes. KYC/AML verification, investor accreditation, Blue Sky filings, Form D support, and audit-ready record keeping are integrated alongside financial workflows to support regulatory oversight and operational transparency. InvestNext is commonly used alongside legal counsel, fund administrators, accounting systems, and external CRM or marketing platforms. Its role within that ecosystem is to provide structured infrastructure for capital flows and investor records, emphasizing accuracy, flexibility, and operational reliability across the full life of an investment. By bringing capital infrastructure and investor engagement into a structured ecosystem, InvestNext helps teams deliver a consistent and professional experience at every stage of ownership. Accurate financial modeling, transparent capital flows, and organized communication reduce friction and create clarity for investors over time. This operational discipline supports stronger long-term partnerships, enabling GPs to scale their capital base while maintaining the trust and credibility that underpin repeat investment behavior. ## InvestNext Pros & Cons **What users like:** - Users appreciate the **excellent customer support** of InvestNext, especially during the installation phase and beyond. (32 reviews) - Users find InvestNext to be incredibly **easy to use** , streamlining processes and exceeding expectations for startups. (19 reviews) - Users appreciate the **seamless and user-friendly platform** of InvestNext, enhancing efficiency in investment management and communication. (12 reviews) - Users commend the **setup ease** of InvestNext, simplifying operations and enhancing investor relations effectively. (11 reviews) - Users value the **simplicity and efficiency** of InvestNext, which streamlines investor management and saves time. (11 reviews) - Communication (10 reviews) - Users highlight the **incredible customer service** and user-friendly interface of InvestNext, enhancing their overall experience. (10 reviews) - Users value the **quick response time** of InvestNext, appreciating the efficient support and attentive customer service. (8 reviews) - Time-saving (8 reviews) - Onboarding (7 reviews) **What users dislike:** - Users report a **steep learning curve** with InvestNext, making initial navigation and feature understanding challenging. (6 reviews) - Users find the **complexity of navigation** in InvestNext can be challenging, needing more guidance during onboarding. (4 reviews) - Users find that **improvement is needed** in InvestNext's interface and email tools, complicating their usage experience. (4 reviews) - Users find the **email functionality clunky** and wish for improved formatting and tracking features. (3 reviews) - Users find InvestNext's **limited functionality** restricts adaptability, especially in workflows and lead generation capabilities. (3 reviews) - Manual Processes (3 reviews) - Users find **poor customer support** frustrating due to slow response times and lack of immediate phone assistance. (3 reviews) - Users find the **difficult setup** process cumbersome, with challenges in e-signature and account assurance. (2 reviews) - Users find InvestNext to be **expensive** , feeling that the high cost doesn't match its offered features. (2 reviews) - Users express disappointment over **missing features** , particularly for fund consolidation and enhanced investor dashboard functionality. (2 reviews) ## InvestNext Reviews ### 1. Strong features and user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Brian F. | General Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2025 **What do you like best about InvestNext?** The platform is easy to use and very comprehensive. Everything you can think about doing, it can do for you. I love the ability to create separate Co-Sponsor pages so individual branding can be accomplished. Well thought out. **What do you dislike about InvestNext?** Support can lag as most of it is through AI. Other responses require time but considering that they are reasonably quick at getting back to you. **What problems is InvestNext solving and how is that benefiting you?** Keeping track of returns for investors and allowing for quick distributions and investor tracking and communication **Official Response from Kaylee Thompson:** > Hey there, Brian! Thanks for the great review here. We cannot take all of the credit for the "well-thought out" parts of our platform, as much of that is because of the great clients that have come alongside us to develop and refine InvestNext based on their everyday needs. That's always remained a top priority for us, and we are very glad you've found it to be the case. We hope to serve you even better with additional enhancements on the way! We appreciate your feedback regarding support and are continuously working to improve that experience. If you have any specific concerns or need assistance, please don't hesitate to reach out. Thanks again for choosing InvestNext! ### 2. User and investor friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Katelin N. | Office manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2025 **What do you like best about InvestNext?** I like the layout of the investor portal platform from an admin perspective and investor perspective. **What do you dislike about InvestNext?** Uploading signed documents is a little clunky. **What problems is InvestNext solving and how is that benefiting you?** Displaying investment details **Official Response from Kaylee Thompson:** > Thank you for your review, Katelin! We're glad you find the layout of the investor portal easy to navigate. We appreciate your feedback on the document upload process. I'll pass that along to our product team for further exploration. If you encounter any issues or have suggestions for improvements in the future, please feel free to reach out to our support team. We are here to ensure your best experience with InvestNext! Thanks again for choosing us as your platform partner! ### 3. Review for InvestNext **Rating:** 4.0/5.0 stars **Reviewed by:** marie p. | Admin, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2024 **What do you like best about InvestNext?** I like the integration aspect. I have a lot of other tools and CRM's that I use so this is a big help although I have not really delved into it that much but it is one of the things that made me sign up in the first place. I also like the capital raising features where I can manage fund transfers. **What do you dislike about InvestNext?** I actually don't like that when I am on my phone I have to go to my browser and log into my account through there, I hope a mobile app will be developed to make things easier for when people like me are on the go and with how frequent I can use it. **What problems is InvestNext solving and how is that benefiting you?** InvestNext has been a game changer for me when it comes to managing investors and keeping everything orgnaized. It's made things like capital raising and distributions so much easyer—no more messing arround with endless paperwok or complicatted calculations. I also realy like how it keeps my investors in the loop with updates and acess to thier own portal. Honestly, it’s just saved me so much time and stress, I cant imagine going back to doing all of that manully **Official Response from Kaylee Thompson:** > Hi Marie! Thank you for sharing your feedback about InvestNext! We're thrilled to hear that you are enjoying the integration aspect and find the capital raising features beneficial. We appreciate your suggestion regarding a mobile app, and I will definitely pass that along to our team for consideration for future developments. It's great to hear that InvestNext has been a game changer for you in managing investors and streamlining processes like capital raising and distributions. We're glad to hear that it has saved you time and reduced stress. If you have any further feedback or need assistance, please feel free to reach out anytime. Thank you for trusting us with your partnership! ### 4. Top performing investor portal for startups and midsized operators **Rating:** 5.0/5.0 stars **Reviewed by:** Karl K. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2023 **What do you like best about InvestNext?** InvestNext has an incredible product team that is well in-tuned with what operators needs from a function standpoint. This is all supported by a great customer service. Response time is incredible and their AI-based chatbot is spot on. **What do you dislike about InvestNext?** No SMS capability leaves some lacking functionality in communication with customers **What problems is InvestNext solving and how is that benefiting you?** Ability to holistically view a CRM and project-level details at the aggregate and individual level as well as maintain system of payment records. **Official Response from Kaylee Thompson:** > Hi Karl! Thank you so much for the kind words here. I'm glad to hear you feel supported by our product and customer experience teams - we really do care about your success on InvestNext, and it's wonderful to see that reflected in your review. Regarding your note on SMS, this is great feedback that I will pass along to our Product team. We're always exploring new ways to enhance the platform and help you connect with investors more effectively! If you have any additional feedback, please don't hesitate to reach out to our team. Thank you again for choosing us as your platform partner - we're glad to be on this journey with you! ### 5. i use InvestNext with multiple investment funds. it could be better **Rating:** 3.5/5.0 stars **Reviewed by:** Joseph L. | Member, Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2025 **What do you like best about InvestNext?** the dashboard is clean. i can also navigate multiple funds with a single log in. **What do you dislike about InvestNext?** as an investor, i still cannot consolidate all different funds into one log in. i still need 2 ID. i cannot see the portfolio details. as a fund manager, i wish i could download the LP information. some LP invests multiple times and some invest once. it is not easy to sort out those information. **What problems is InvestNext solving and how is that benefiting you?** i am using for startup investments not real estate investment. **Official Response from Kaylee Thompson:** > Hi Joseph! Thanks for taking a moment to share your feedback about InvestNext. It means a lot to us, and we’re glad to hear you find the dashboard clean. Regarding single sign-on, we do offer SSO when investing with multiple sponsors on InvestNext. Juggling credentials can be time-intensive, and we always want to make navigating across multiple investments as frictionless as possible. There is an article in our Help Center with more information on how this works: https://support.investnext.com/en/articles/6997635-what-is-single-sign-on-sso-and-how-does-it-work We would love to assist you with this, as well as dive a little deeper into your other feedback. Please feel free to reach out to our Support team at support@investnext.com to set up some time to connect. We’re here to help however we can - thank you for choosing InvestNext as your platform partner! ### 6. New to InvestNext **Rating:** 4.5/5.0 stars **Reviewed by:** Kenneth W. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2025 **What do you like best about InvestNext?** The sales and platform conversion team has been awesome to work with. **What do you dislike about InvestNext?** I'm too new of a client to make any dislike judgements as of yet. **What problems is InvestNext solving and how is that benefiting you?** To move away from the time-consuming and error-prone probabilities of using Excel. Our hope is that InvestNext will provide a path to increased growth of our client basis and greatly improve the professionalism of our company. **Official Response from Kaylee Thompson:** > Thank you for sharing your positive experience, Kenneth! We understand the challenges of using Excel for investment management and are glad InvestNext can provide a more efficient solution for you. If you have any questions or need assistance as you continue to use InvestNext, please don't hesitate to reach out. We're here to support you every step of the way! ### 7. Sophisticated, simple, streamlined **Rating:** 4.5/5.0 stars **Reviewed by:** Mitchell R. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2024 **What do you like best about InvestNext?** I like that it feels sophisticated. Its relatively straightforward what to dofor investors which is helpful for the old guys who don't do tech. 3rd party accrediation letter is nice. Like that it can do ACH on the site. The customer support is phenomenal. **What do you dislike about InvestNext?** It wasn't really streamlined for 401Ks / retirement accounts. Its easy to make duplicate accounts on accident and our investors got confused because every field on our subscription booklet was required. We just didn't realize that it was set up this way. Long story short it is just a book learning curve to use and use properly. Not super easy to use at first. Felt like it made our raise harder this time around (being the 1st) but I'm sure it will be easier on the next now that we've gotten out the kinks. **What problems is InvestNext solving and how is that benefiting you?** A central portal for people to come to fill out paper work, verify accreditation, see our offerings, and just help us look sophisticated as sponsors. **Official Response from Kaylee Thompson:** > Hi Mitchell! Thank you so much for sharing your experience. I'm glad to hear you feel like the platform is accessible and easy to manage for your investors regardless of their level of experience with tech and that you've had a great experience with our team. Glad to hear you're taking advantage of accreditation and ACH as well - that definitely streamlines the process for both sponsors and investors. I'm sorry to hear the process for 401Ks / retirement accounts was difficult at first. We're always looking for ways to improve our platform, so I'll definitely pass that note along to our Product team. Thanks for sharing your insight there - if you ever need additional assistance, please don't hesitate to reach out to our team! ### 8. Great all-in-one portal for investment funds and syndications **Rating:** 5.0/5.0 stars **Reviewed by:** Micah C. | Finance Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2023 **What do you like best about InvestNext?** Responsive team with great technology that is always adapting and making it easier for both investment fund managers and our investors. **What do you dislike about InvestNext?** Have really enjoyed our experience thus far. It could use some work on automating the exact tax information needed for K-1s. **What problems is InvestNext solving and how is that benefiting you?** Fund management portal that brings our investors to one portal for all of our investment offerings where we can collect their information, send distributions, communicate with them, and add marketing for our offerings. **Official Response from Kaylee Thompson:** > Hi Micah - thanks for sharing your positive experience with InvestNext! Very glad to hear that you've found our team responsive and helpful. We are always working to improve the technology on our platform, so it's great to hear that you've noticed the enhancements. We appreciate the note about tax information - if you have specific requests, please don't hesitate to let our Support team know and they can pass it along to our Product team. We are always open to (and grateful for) feedback so we can make InvestNext even better! We're excited to continue partnering with you. Thanks again for choosing us as your platform partner! ### 9. Great option for fund managers **Rating:** 5.0/5.0 stars **Reviewed by:** Ben S. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2025 **What do you like best about InvestNext?** Their investor portal takes all the pain out of the subscription agreement signing process, review and analysis of the fund, and basic customer support. It was very easy to integrate with. **What do you dislike about InvestNext?** As a hard money lender, the software isn't a perfect fit, since its mainly built for capital raising rather than loan management. So the only downside is that investors don't have an easy way to seeing our loan level data aka how the fund operations are doing - unless we manually upload all the info which isn't an option with hundreds of loans. **What problems is InvestNext solving and how is that benefiting you?** Working with numerous investors all investing into one/multiple funds, all the communicaiton and document management is way easier. **Official Response from Kaylee Thompson:** > Thank you for sharing your experience with InvestNext, Ben! We're thrilled to hear that you find our investor portal user-friendly and efficient for managing subscriptions, communication, and documents. We appreciate your feedback regarding the limitations for hard money lenders and the need for more robust loan management features. We are continuously working to enhance our platform, and I'll definitely pass this feedback along to our Product team. If you have any specific suggestions, please feel free to reach out to our support team. We value your input and would love to explore ways to improve your experience. Thank you for choosing InvestNext as your platform partner! ### 10. Great Service **Rating:** 5.0/5.0 stars **Reviewed by:** Derek V. | Owner/Investor, Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2025 **What do you like best about InvestNext?** Customer service is absolutely amazing. Any issued we have gets answered and resolved PROMPTLY. Super valuable during a capital raise when you need solutions fast. **What do you dislike about InvestNext?** If you don't like to watch the video training, then you will be shooting in the dark on how to use the platform. **What problems is InvestNext solving and how is that benefiting you?** Seemless investor sign up and user friendly. Adds more professionalism to your operation. **Official Response from Kaylee Thompson:** > Thank you for your positive feedback, Derek! It's great to hear that you find our customer service supportive and prompt. We understand the importance of quick solutions, especially during a capital raise. We appreciate your feedback about the video training and will take it into consideration for future support content! We want our resources to support all styles of learning on our platform. If there's a specific workflow where you would prefer an alternate resource, please reach out to our support team so we can prioritize accordingly. If you have any further questions or need assistance, please don't hesitate to reach out! ### 11. We have been using InvestNext for almost 3 years and its helped our business become more efficient. **Rating:** 4.0/5.0 stars **Reviewed by:** Common C. | Owner / Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2025 **What do you like best about InvestNext?** InvestNext enables us to maintain service and professionalism with our investors and keep all our ducks in a row for capital raising and communication. **What do you dislike about InvestNext?** The CRM capabilities could be enhanced.. **What problems is InvestNext solving and how is that benefiting you?** Keeping all of our capital raising and investor management all in one place. **Official Response from Kaylee Thompson:** > Hey there! Thank you for sharing your experience with InvestNext. Creating better efficiency for our clients is a big priority for our business, so it's great to hear that you're seeing those results. We appreciate your feedback regarding the CRM capabilities and will definitely take that into consideration for future enhancements. If you have any specific suggestions on how we can improve those capabilities to better meet your needs, please feel free to reach out to our team at any time! Thanks again for choosing InvestNext as your platform partner! ### 12. investnext has been pivotal to helping us scale our business **Rating:** 5.0/5.0 stars **Reviewed by:** Skyler V. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2025 **What do you like best about InvestNext?** investnext has been pivotal to helping us scale our business. The service not only helps us keep our current investors engaged and happy with showing the details of our quarterly returns., but also the platform helps us stay top of mind for potential future investors. **What do you dislike about InvestNext?** The platform can be tricky to navigate, but the customer support team is so helpful with getting started. **What problems is InvestNext solving and how is that benefiting you?** Keeping investors engaged **Official Response from Kaylee Thompson:** > Hey Skyler! It's awesome to hear that InvestNext has played a role in helping you scale your business and keep your investors engaged! We appreciate your feedback about the platform navigation and are glad to hear that our customer support team has been helpful. We are continuously working to improve user experience. If you have any specific suggestions on how we can enhance the platform, please feel free to share them with us. Thank you for choosing InvestNext, and we look forward to continuing to support your growth! ### 13. New customer, happy thus far. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2025 **What do you like best about InvestNext?** The setup team helped us load all our investor information, set up the portal, and has been there to support us throughout the process. **What do you dislike about InvestNext?** So far, so good! We are pleased thus far. **What problems is InvestNext solving and how is that benefiting you?** We are seeking to communicate with our investors in a more professional manner. **Official Response from Kaylee Thompson:** > Thanks for sharing your experience with InvestNext! We're glad to hear our onboarding team has been helpful and supportive throughout implementation. If you ever have any questions or need further assistance, please don't hesitate to reach out. We're here to help make your experience with InvestNext a great one, and we look forward to supporting you throughout your journey! ### 14. Platform high in features without being high on cost **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2024 **What do you like best about InvestNext?** Being able to transfer funds from investors directly through the platform **What do you dislike about InvestNext?** The investor dashboard needs work to offer some more sophistocated functionality. I am also not thrilled with some of the backend administrative capabilities. For example, in order fo rme to see which investors have opened and read an email from the platform, I have to go into each contact's profile to check this. It would be much better if there is a report generated for each mass email to see number of people who opened it, how much time they spent reading it, and possibly seeing if the investor clicked thru any links provided in the email. **What problems is InvestNext solving and how is that benefiting you?** Providing a single point of entry and awareness to investors about a deal or asset they are involved in. **Official Response from Kaylee Thompson:** > Thank you for sharing your feedback on InvestNext! Inbound funding has been a game changer for many sponsors, and we're so glad to hear it's made a positive impact for your business as well. Thank you for expressing your concerns about the investor dashboard and backend administrative capabilities. I will absolutely pass that feedback to our Product team for review so we can take it into consideration for future updates. If you have any further suggestions or if there is anything else we can assist you with, please feel free to reach out. Thank you for being a part of the InvestNext community! ### 15. Simple, All In One Solution **Rating:** 4.0/5.0 stars **Reviewed by:** Randy S. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2023 **What do you like best about InvestNext?** Easy to set up with great instructions on each stage of the process. **What do you dislike about InvestNext?** Response time on chat help can be longer than I like. **What problems is InvestNext solving and how is that benefiting you?** Client facing portal and investor/investment tracking. **Official Response from Kaylee Thompson:** > Hi Randy! Thanks for sharing this review. I'm very happy to hear your set up experience was a positive one - I know it can sometimes be challenging to onboard a new solution, so it's great to hear that you found it to be easy with InvestNext. Response time is critical when you have a question or issue, and I'll pass your feedback along to our Support team. We want you to feel completely supported, and we're always working to reduce both our response time and our issue resolution time. If you have any other concerns in this area, please feel free to reach out to us at any time. Thank you for trusting us as your platform partner, and thank you for sharing your experience with InvestNext! ### 16. Superb Platform for Project Management **Rating:** 5.0/5.0 stars **Reviewed by:** Elyza A. | Executive Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** December 17, 2024 **What do you like best about InvestNext?** The software is very user friendly. Even first time users can easily navigate within the platform. It definitely streamlines processes and manages projects efficiently. **What do you dislike about InvestNext?** Nothing unusual like any other new softwares. Very minimal points which can be resolved by simple workarounds. But one thing very useful is to improve their E-signature features; implement more flexibility like the ability to correct forms even if one party has already signed **What problems is InvestNext solving and how is that benefiting you?** Streamlining our investment process. It takes less resources and manpower to assist investors since the software was implemented **Official Response from Kaylee Thompson:** > Hi Elyza! Thank you for sharing such a great review of InvestNext. We strive to be the most user-friendly platform available, so I'm glad to hear you've found everything easy to navigate. I also love that you've been able to redirect resources into other, more impactful areas of your business by implementing InvestNext. That's amazing! Your feedback on the E-signature feature is very insightful, and we will definitely consider implementing more flexibility in that area. If you have any more suggestions or feedback, please feel free to reach out. We appreciate your support and look forward to serving you in the future! ### 17. Investnext has made my working life easier and more happy. **Rating:** 5.0/5.0 stars **Reviewed by:** MARIA JOSE L. | Coordinación de Administración Comercial, Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2023 **What do you like best about InvestNext?** Being able to update customer accounts quickly and easily. Customers can check their balances and movements at any time and they feel confortable and happy with this When I ask for help in the chat they always answer promptly and help me quickly to solve the problem **What do you dislike about InvestNext?** Sometimes it takes time to generate the reports. previously it took a long time to generate account statements **What problems is InvestNext solving and how is that benefiting you?** investment management in different real estate projects. Being able to generate account statements quickly is wonderful **Official Response from Kaylee Thompson:** > Thank you for sharing your great experience, Maria! We're so glad to hear that our platform has increased the quality of your work life. That means so much to us. It's fantastic that you've felt supported by our Support team and that your investors are happy with their experience! Thank you for sharing feedback about reports and statements. I will definitely pass that along to our Product team. I know this is something they are looking into for improvements to our platform. If you think of any other feedback or suggestions for us, please feel free to reach out to us anytime. We're here to support you however we can! ### 18. Joe Milo Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2025 **What do you like best about InvestNext?** It saves me a lot of time and can do more deals **What do you dislike about InvestNext?** It is early on for me, however I have not come across anything yet that particularly stands out. **What problems is InvestNext solving and how is that benefiting you?** Time saving **Official Response from Kaylee Thompson:** > Thank you for sharing your experience with InvestNext, Joe! We're glad to hear that you're saving time and being more productive with your deals. If you ever come across any areas for improvement or have any specific suggestions, please feel free to reach out to our support team. We're here to assist you every step of the way and ensure your experience with InvestNext is top-notch! ### 19. It is very informative and user friendly. **Rating:** 5.0/5.0 stars **Reviewed by:** Joey S. | SVP of Sales/CO FOUNDER, Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2025 **What do you like best about InvestNext?** Keeps track of everything in one location. **What do you dislike about InvestNext?** Nothing yet. I’m still trying to figure everything out on it. **What problems is InvestNext solving and how is that benefiting you?** Keeps track of everything in one area. **Official Response from Kaylee Thompson:** > Hey there, Joey! Thank you for sharing your positive experience with InvestNext. We love to hear that you find the platform user-friendly. If you have any questions or need assistance while exploring, please don't hesitate to reach out. Our team is here to help you make the most of InvestNext and ensure it continues to meet your needs. We appreciate your feedback and are excited to support you on your journey! ### 20. customer service was outstanding **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2025 **What do you like best about InvestNext?** customer service was exceptional Everyone was very helpful **What do you dislike about InvestNext?** it was not the most intuitive. I felt overwhelmed at times **What problems is InvestNext solving and how is that benefiting you?** We ended up with only a handful of LPs so wasn't really necessary but I think it will help as we grow out business **Official Response from Kaylee Thompson:** > Thank you for your kind words about our customer service! We are delighted to hear that our team was helpful to you. We appreciate your feedback about InvestNext's intuitiveness and can empathize with the challenges of learning a new platform. We are always working to improve user experience and will take this feedback into consideration. If you have any specific suggestions on how we can improve, please feel free to let us know! We are here to assist you every step of the way and look forward to supporting your business as it grows. ### 21. Quick Onboarding, Intuitive to Manage and Helpful Customer Service **Rating:** 4.5/5.0 stars **Reviewed by:** Daniel C. | Chief Financial Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2024 **What do you like best about InvestNext?** It took up about 1 -2 months to get all of our investors and several entities fully onboarded. The layout of the website is intuitive, engaging and appealing. For their customer service they employ the use of AI to quickly respond to simple questions. For more complex questions, they get followed up by an actual agent whose assistance addressed my concerns every time. **What do you dislike about InvestNext?** While I do think the investor portal is clean and slick, I want to see more options of financial metrics to present to investors in addition to what is currently available. **What problems is InvestNext solving and how is that benefiting you?** Through InvestNext all of the paperwork of fundraising get's completed electronically and in one place. Eases the hassle of collecting and distributing funds with investors. Providing a secure, easy to use document sharing platform to distribute investment reports and tax documents to investors. **Official Response from Kaylee Thompson:** > Hi Daniel! Thanks for sharing your experience. I'm glad to hear you've found the platform easy to use. The AI bot is a great resource for simple questions, and also happy you've found our in-house support team helpful when needed. We appreciate the feedback about financial metrics - our Product team is always glad to receive requests about what enhancements our clients want to see. I'll pass your note directly to them. Again, thank you for taking a minute to share - if you ever have additional feedback or questions, please don't hesitate to reach out! ### 22. Deal Portal **Rating:** 4.5/5.0 stars **Reviewed by:** Jeanine W. | Asset Manager/ Capital Raiser, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2024 **What do you like best about InvestNext?** Organized portal for investors to find everything related to their deal **What do you dislike about InvestNext?** Customer Service is difficult to reach. Phone agents would be helpful for immediate issues **What problems is InvestNext solving and how is that benefiting you?** Keeping contacts of investors organized and scheduling tasks **Official Response from Kaylee Thompson:** > Thank you for your feedback, Jeanine! We're happy to hear the portal is helpful for your investors and keeping your tasks organized. We apologize for any difficulty you've experienced in accessing support. We understand the importance of immediate assistance and I will escalate this note to our Client Experience team. If you have any further feedback or need assistance, please don't hesitate to reach out. Thanks again for taking a moment to share your thoughts! ### 23. a lot of features for the price **Rating:** 5.0/5.0 stars **Reviewed by:** Michael S. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 11, 2024 **What do you like best about InvestNext?** I've researched many Investor Portal services for our syndications. InvestNext offers the most bang for your buck. **What do you dislike about InvestNext?** I do not like not being able to call for help. I'm on a time crunch to complete a capital raise, and I have to chat with someone who might respond in a few hours or the next day. It's very frustrating. When the person does respond it is helpful, but if you have further questions, here we go again with the wait. **What problems is InvestNext solving and how is that benefiting you?** I like that I can have a platform that takes me through every phase from Capital Raises to ongoing investor communications and distributions. **Official Response from Kaylee Thompson:** > Thank you so much for the 5-star review! We're thrilled to hear you find InvestNext valuable for your syndications and that our features help with everything from capital raises to investor communications. We’re sorry about the frustration with our support process, especially when time is tight. While we aim to provide thorough responses via chat, we understand the wait can be difficult when you need quick answers. We're working on improving this and appreciate your feedback. Thanks again for choosing InvestNext - we’re here to support you and ensure you have the best experience possible! ### 24. User friendly and nice design **Rating:** 5.0/5.0 stars **Reviewed by:** Victoria M. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2024 **What do you like best about InvestNext?** I love that I was able to send the link to my investors and no one had any issues in setting up their profiles and making their investment. **What do you dislike about InvestNext?** I found it hard to find some things - I am sure with repeated use that will not be the case. **What problems is InvestNext solving and how is that benefiting you?** Making it easy to track investors and get their paperwork completed. **Official Response from Kaylee Thompson:** > Hi there, Victoria! Thank you for this wonderful feedback about InvestNext. We're thrilled to hear that your investors had such a smooth experience setting up their profiles and making investments - that's exactly what we strive for! We understand your comment about navigation, and we're continuously working to make our platform more intuitive. As you mentioned, familiarity comes with time, but if you ever need help finding something specific, our support team is always here to help! Thank you for choosing us as your platform partner! ### 25. Easy to use platform with a solid cost structure **Rating:** 4.5/5.0 stars **Reviewed by:** Chris W. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2025 **What do you like best about InvestNext?** The onboarding process was as painless as possible. Post implementation, customer support has been very responsive and helpful. **What do you dislike about InvestNext?** Some functionality can be a bit clunky but features are being enhanced. **What problems is InvestNext solving and how is that benefiting you?** The platform is really an end-to-end solution so key benefits for us are data room functionality, digital subscription, and cap table management. **Official Response from Kaylee Thompson:** > Thank you for your positive feedback, Chris! I'm so glad to hear you had a great onboarding process - it's a top priority for our teams to get clients up and running -- and maintaining that level of support is equally important. Your feedback about functionality is duly noted. As you mentioned, we are always working on enhancing our solutions, but if you have any specific suggestions or further feedback, please feel free to reach out. We are here to help and support you every step of the way! ### 26. Excellent software for real estate Gps **Rating:** 5.0/5.0 stars **Reviewed by:** Sebastian I. | Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2025 **What do you like best about InvestNext?** Easy to use. And extremely fast replies from support. **What do you dislike about InvestNext?** They could improve the email app and communications. **What problems is InvestNext solving and how is that benefiting you?** Raising capital, signing documents and making distributions. **Official Response from Kaylee Thompson:** > Thank you for your positive feedback, Sebastian! We're happy to hear that you find InvestNext easy to use and that our support team has been responsive and helpful. We appreciate your suggestions for improvement and will definitely take them into consideration - I'll pass your note along to our Product team. If you have any further feedback or need assistance, please don't hesitate to reach out. We're here to help however we can! ### 27. Great experience and great platform! **Rating:** 5.0/5.0 stars **Reviewed by:** Chris L. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2024 **What do you like best about InvestNext?** InvestNext is simple to use, onboarding was a breeze and investors love the ease of viewing their updates. **What do you dislike about InvestNext?** Nothing negative so far. All has been a solid experience. **What problems is InvestNext solving and how is that benefiting you?** It helps me aggreage investors in one system, maintain communications and udpates with investors, and present dealflow in a clean, efficient manner. **Official Response from Kaylee Thompson:** > Wow, thank you for this wonderful feedback! We're thrilled to hear that you're having such a positive experience with InvestNext and that our platform is helping you aggregate investors, maintain communications, and present dealflow efficiently. It's especially rewarding to hear that your onboarding experience was smooth and that your investors are enjoying the updates feature. That's exactly what we aim for - making things easier for both you and your investors. We're committed to maintaining this level of service and continuing to enhance your experience. Thank you for choosing InvestNext as your platform partner! ### 28. InvestNext is Great **Rating:** 5.0/5.0 stars **Reviewed by:** John C. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2022 **What do you like best about InvestNext?** Easy of use and investor interface. Setting up projects is simple. Collecting signatures and getting investors through the process is streamlined. **What do you dislike about InvestNext?** The email communication is a little clunky. Is hard to get specific emails to specific people in regards to specific deals. **What problems is InvestNext solving and how is that benefiting you?** Investor intake and document collections. **Official Response from Kaylee Thompson:** > Hey John - wow, thank you so much for your review here! We're happy to hear you've found the platform simple and streamlined. I know investor subscriptions and document management can be challenging, so I'm glad we've been able to provide value there for you. We appreciate you sharing feedback about our email communication. That's valuable insight for us, and I will flag that with our Product team so we investigate and address that further. Please don't hesitate to reach out if you think of any other feedback or questions for our team! Thanks again for taking a moment to write a review, and thank you for your continued partnership and trust! ### 29. Highly Recommended for syndicators **Rating:** 5.0/5.0 stars **Reviewed by:** Saif S. | Managing Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2024 **What do you like best about InvestNext?** Highly customizable, seemless investor communication, and data for our stakeholders. **What do you dislike about InvestNext?** The platform occasionally has minor bugs that make you go back and forth between screens. **What problems is InvestNext solving and how is that benefiting you?** Saves us time from a reporting standpoint. Everything is housed within one roof and we can communicate with investors through. **Official Response from Kaylee Thompson:** > Saif, thank you for this awesome feedback! We are so grateful that you'd recommend InvestNext. That means the world to us. We're glad you find the platform flexible to your needs. Every syndicator is unique, so that's definitely something we aim to support. We apologize for any inconvenience caused by occasional bugs and appreciate your feedback. Our team is continuously working to improve the platform's performance to provide the smoothest user experience. If you encounter any issues in the future, please don't hesitate to reach out to our support team. We're here to assist you and ensure your experience with InvestNext is as frictionless as possible. Thank you for partnering with us! ### 30. The application is very easy to use and understand. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2024 **What do you like best about InvestNext?** The fact that all documents and distributions are in one place. I also like that I can log into multiple operators. I like that I dont have to log into each operator seperately. I can log in once and flip through operators. **What do you dislike about InvestNext?** I wish that other operators I invest with would use InvestNext so I can access all operators in one platform. **What problems is InvestNext solving and how is that benefiting you?** The fact that multi login was resolved to be able to access all operators after authenticating one time. **Official Response from Kaylee Thompson:** > Thank you for this amazing review! We're so glad to hear single sign-on has improved your experience as an investor - before we launched that feature, I remember talking to one investor that was managing 20 different log-ins across various sponsors! It does save quite a bit of time to have everything centralized in one place. We're also extremely honored that you would recommend our platform to other operators you invest with. That means the world to us! If you ever have additional feedback or requests for our team, please don't hesitate to reach out to us. Thanks again for taking a moment to review InvestNext! ### 31. Corrected Investor Account **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about InvestNext?** They inentified what the issue was with my investor account when my financial advisor couldn't correct it. They then instructed her how to fix the issue and when she informed them it appeared she couldn't do it they went ahead and did it and now everything is correct. **What do you dislike about InvestNext?** It took a day between each request but I think this is minor as long as the issue got corrected fairy quickly. **What problems is InvestNext solving and how is that benefiting you?** They helped me fix my account issue **Official Response from Kaylee Thompson:** > Thank you for sharing your experience with us! We're delighted to hear that we were able to identify and resolve the issue with your investor account efficiently. We apologize for any delay in the process and appreciate your understanding. Our team is constantly working to improve our response times to ensure the smoothest experience for our clients. If you have any further questions or need assistance in the future, please don't hesitate to reach out. We're here to help! ### 32. Best Investor Relationship Software **Rating:** 5.0/5.0 stars **Reviewed by:** Danny P. | VP of Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** December 17, 2024 **What do you like best about InvestNext?** Possibility of communicating with investors, as well as keeping all information on our deals in a single portal. **What do you dislike about InvestNext?** Sometimes it's hard to understand differences betweeen pref. distribution formulas and methods. **What problems is InvestNext solving and how is that benefiting you?** We've used Investnext to raise capital funds for our real estate properties, as well as keep tabs of funds raised, distributions, pref to be paid. We've also used the portal to share quarterly reports and documents with our investors. **Official Response from Kaylee Thompson:** > Thank you for this fantastic review! We're glad to hear that InvestNext is helping you centralize your deal information and strengthen investor communications. That's exactly what we designed the platform to do! We understand your feedback about the complexity of distribution formulas and methods. This is something we take seriously, and we're working on providing additional resources and clarity to make these more accessible. It's wonderful to see how you're utilizing the platform for capital raising, distribution tracking, and investor reporting. If you ever need assistance with understanding the different distribution methods or any other features, our support team is always here to help! Thanks again for partnering with InvestNext. ### 33. Good software for capital raise **Rating:** 4.0/5.0 stars **Reviewed by:** Ryan R. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2024 **What do you like best about InvestNext?** This app puts everything you need in one place to organize projects and communicate effectively to investors. **What do you dislike about InvestNext?** The back end is more difficult to navigate **What problems is InvestNext solving and how is that benefiting you?** Organizing projects to present to investors **Official Response from Kaylee Thompson:** > Thank you for sharing your feedback with us! We're thrilled to hear that you find InvestNext helpful in organizing projects and handling your investor communication. We appreciate your input regarding the backend navigation and will definitely take that into consideration for future improvements. If you encounter any difficulties while using the platform, please don't hesitate to reach out to our support team. We're here to assist you and ensure you have a seamless experience with InvestNext. Thank you for choosing our platform! ### 34. Comprehensive portal that is user friendly **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2023 **What do you like best about InvestNext?** Everything can be done online...tracking the investment, legal documents, and announcements. **What do you dislike about InvestNext?** As a co-admin, I do not have visibility to the complete investor list on a deal (I can only see Investors I brought in). Cannot limit the view of multiple deals to a single investor if I want them to only focus on a particular deal. **What problems is InvestNext solving and how is that benefiting you?** Monthly financial performance updates to our pool of investors. **Official Response from Kaylee Thompson:** > Thank you so much for taking a moment to write a review of InvestNext. We’re glad to hear you enjoy having everything centralized online in one place! We appreciate your feedback about co-sponsor visibility. Our platform does implement relationship controls when two sponsors are working together. This was designed based on sponsor feedback. Relationship controls protect investor trust by ensuring the investor’s personal data is only shared with the sponsor they’ve directly established a relationship with. Since trust is so critical in our industry, this is one way we give the sponsor and co-sponsor more control in safeguarding the relationships they’ve built. I’ll definitely share your feedback (and the note around limiting the investor view to specific deals) with our product team for consideration! We’re always working to provide the best possible experience on InvestNext, and your perspective helps us build a better roadmap for future improvements. If you have any other feedback, please don’t hesitate to reach out to our Support team! ### 35. Asset Management **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan Y. | Asset Management, Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2024 **What do you like best about InvestNext?** Capital Raises and reporting are good, project overviews are simple **What do you dislike about InvestNext?** Too many clicks in client accounts to get to information **What problems is InvestNext solving and how is that benefiting you?** helps with capital raises and promotion of investment opportunities **Official Response from Kaylee Thompson:** > Thank you for sharing your feedback with us! We're glad that you find the capital raising and reporting valuable - that's fantastic to hear. We understand your concern about the number of clicks required to access information in client accounts, and I will pass that note along to our Product team. If you have any further suggestions or need assistance with anything else, please feel free to reach out to us. We're here to help, and we always welcome your feedback. Thanks again for taking a moment to write a review - and thanks for choosing InvestNext! ### 36. Excellent customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Smita P. | cofounder, Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2025 **What do you like best about InvestNext?** Support team has helped us get onboarded smoothly. Tyler has been an incredible resource for us. **What do you dislike about InvestNext?** Little bit of a learning curve for our clients, to be expected **What problems is InvestNext solving and how is that benefiting you?** centralizing information about our deal, document execution, K1 distribution **Official Response from Kaylee Thompson:** > Hi Smita! So glad your onboarding experience has been smooth. Tyler is an awesome resource, and I'm happy to hear you've felt supported by him along the way. If there's anything we can do to make your or your clients' experience even better, please don't hesitate to reach out to us! ### 37. Amazing Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Kathleen B. | Treasury Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 05, 2024 **What do you like best about InvestNext?** InvesNext customer support has been wonderful to work with. The self help video's are great but anytime I have need further assistance the prompt and courtious attention from the support team is excellent. The platform is easy to use and helps our team stay informed and connected. **What do you dislike about InvestNext?** I don't have any dislikes, it works as expected. **What problems is InvestNext solving and how is that benefiting you?** Transparency and communication is key to our business. We feel we are able to achieve that with Investnext **Official Response from Kaylee Thompson:** > Thank you for sharing this awesome feedback, Kathleen! We're so glad to hear you've had a great experience with our Support team. We love to hear how using the platform has helped you maintain transparency with investors - it's so important for building trust and creating longterm relationships. Please don't hesitate to let us know if there's anything we can do to better serve you in the future! ### 38. Great tool for managing my portfolio **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2023 **What do you like best about InvestNext?** All the data I need to manage my investment is in one place **What do you dislike about InvestNext?** Partitionaing between multlple business using the toold is a little confusing. Sometimes the businesses are differentiated by URL and sometimes by user name and password. It is not clear how multiple businesses share the platform **What problems is InvestNext solving and how is that benefiting you?** Centralized interface to a lead and his/her deals **Official Response from Kaylee Thompson:** > Hey there! Thank you so much for taking a moment to share your feedback. I'm glad to hear InvestNext is helping centralize all of your data in one place. I escalated your feedback about partitioning between multiple businesses, and our team would love to get some additional details about this. Would you mind reaching out to our team at support@investnext.com and reference this review? We're always working to make the platform more intuitive; if you're experiencing friction in this area, we'd love to better understand your needs and explore any suggestions we may have to improve your experience. Once again, thank you for taking a moment to share your review and trusting us as your platform partner! ### 39. Great platform **Rating:** 5.0/5.0 stars **Reviewed by:** Will M. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2025 **What do you like best about InvestNext?** Very intuitive with great support. Best of the three different investor portals that I've used. **What do you dislike about InvestNext?** I don't have any complaints. I think the product works very well. **What problems is InvestNext solving and how is that benefiting you?** It is operating as a great investor portal. **Official Response from Kaylee Thompson:** > Thank you for the fantastic feedback, Will! It's awesome to hear that you find InvestNext intuitive and appreciate our Support team. They're passionate about ensuring every client on our platform has a great experience, and I know they'll appreciate that feedback. If you ever have any questions or need assistance, please don't hesitate to reach out. We're here to help and keep that title of best investor portal for you - that means a lot to us! Thanks again for choosing InvestNext. ### 40. We are doing good! feel a little lost moving forward, but I know we will be ok **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2024 **What do you like best about InvestNext?** It is a great platform to stay conected with our investors **What do you dislike about InvestNext?** Once we paid it was a self service platform and some clients might need a little more guidance on the on boarding like a one on one setting up the basis. **What problems is InvestNext solving and how is that benefiting you?** being closer to clients and giving them support and trust **Official Response from Kaylee Thompson:** > Thank you for sharing your feedback - I truly appreciate your honesty. I’m glad to hear that InvestNext is helping you stay connected with your investors, but I also want to acknowledge that “lost” feeling you mentioned. That's never the experience we want someone to have when using our platform. To ensure you’re fully supported, we’d be happy to set up some dedicated time to walk through any areas where you need additional guidance. Just reach out to us at support@investnext.com, and we’ll coordinate a time that works best for you. Your success is our priority, and we’re here to help you feel confident every step of the way! ### 41. Great, Easy Peasy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2024 **What do you like best about InvestNext?** What I like about InvestNext is the easy-to-use UI and its features for setting up capital raises. **What do you dislike about InvestNext?** What I dislike about InvestNext is the Cost of the next available plan. Integration is limited, we cannot connect our salesforce **What problems is InvestNext solving and how is that benefiting you?** Helping with the capital raise process. Easy Tracking and efficiency **Official Response from Kaylee Thompson:** > Hi there! Thank you for taking a moment to share your experience with us. Glad to hear you've found the capital raising functionality helpful and the platform easy to use. I appreciate you sharing your feedback about pricing and integrations - we're always looking to add additional items to our roadmap based on client requests. I'll definitely pass this along to our Product team. If you ever have additional feedback or questions, please don't hesitate to reach out! ### 42. Excellent Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Taylor A. | Real Estate Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** October 11, 2024 **What do you like best about InvestNext?** Really easy to use overall. One of the biggest difference makers for me is if I have any questions for the AI or one of the Customer Support Managers, I get an immediate response with links and videos to explain how to do something. **What do you dislike about InvestNext?** There isn't anything that I dislike about InvestNext. Overall, its been great for us. **What problems is InvestNext solving and how is that benefiting you?** Managing TIC Agreements, Documents, Processing Distributions, Receiving commits on capital raises. I love that it's all in one place. **Official Response from Kaylee Thompson:** > Thank you for sharing your great experience, Taylor! I'm so glad to hear you've found our platform easy to use, and that the team has been able to fully support you through any questions you've had. They are deeply focused on making sure our clients always reach a fast and helpful resolution when needed. And agreed - having everything in one place makes all the difference! If you ever have additional thoughts or feedback, don't hesitate to reach out - have a great day! ### 43. Great product, excellent customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Erik S. | Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2024 **What do you like best about InvestNext?** The platform is perfectly tailored for capital raising, especially compared to generic CRMs. Additionally, their team is incredibly responsive to help assist with any issues or questions. Even their chatbot A.I. is decent on their site. **What do you dislike about InvestNext?** Would appreciate if they would add some saved views to the Contacts Page as it's a bit of a pain to refilter each time. **What problems is InvestNext solving and how is that benefiting you?** Using it as a CRM specific to Commercial Real Estate Capital raising **Official Response from Kaylee Thompson:** > Hi Erik! Thank you so much for sharing your experience with InvestNext. Glad to hear it's been a good fit for your capital raise and that our team has been helpful when needed. We always strive to resolve any issues or questions as quickly as possible. Appreciate you sharing the insight about saved views - I'll definitely pass that along to our Product team. If you ever have any additional feedback or requests, please feel free to reach out to us anytime! ### 44. Simple & Quick to Set-Up **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2024 **What do you like best about InvestNext?** Excellent responsive chatbot and customer service team. Ease of implementation. **What do you dislike about InvestNext?** Price. For a system that will for 80% of the time be dormant, it's very expensive. Navigation is not the most intuitive. **What problems is InvestNext solving and how is that benefiting you?** Clean professional investor platform. The CRM funcitonality hasn't been the best. **Official Response from Kaylee Thompson:** > Thank you for sharing your feedback with us! It's great to hear that the chatbot and our Support team have been responsive and helpful for you. We know getting you answers quickly is critical. We understand your concerns about pricing, navigation, and the CRM. We're continuously working to improve in those areas, and I will escalate this feedback so our team can keep it in mind as we make adjustments. Please feel free to reach out to our support team if you need further assistance, and we'll be more than happy to support you. Thank you for choosing InvestNext! ### 45. Great product that is user friendly and better than all competitors. **Rating:** 5.0/5.0 stars **Reviewed by:** Aharon D. | CSO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 08, 2025 **What do you like best about InvestNext?** Its functionality and plad integration integration which allows for quick fundraising. **What do you dislike about InvestNext?** I would greatly appreciate if the support channels had quicker responses. **What problems is InvestNext solving and how is that benefiting you?** Raising capital in a quick and consumer friendly manner. **Official Response from Kaylee Thompson:** > Thank you for the great review, Aharon! We very glad you find InvestNext to be user-friendly and that you're taking advantage of our integrations! We're always working to be the best platform on the market for supporting our clients' needs, so that's very gratifying to hear as well. I appreciate the note about Support availability, and I will pass that along to our team -- we know a fast response is essential for keeping your team moving forward and protecting your investor experience. If you have any additional concerns or feedback, please don't hesitate to reach out to us. We're here to help however we can! ### 46. Great software for raising capital and managing assets **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2024 **What do you like best about InvestNext?** Support staff is attentive and can help answer questions **What do you dislike about InvestNext?** A little confusing to be able to raise two different projects under one raise. We struggled to understand that capability. **What problems is InvestNext solving and how is that benefiting you?** Organize capital rasising under a compliant format **Official Response from Kaylee Thompson:** > Thank you for sharing your experience with InvestNext! We're happy to hear that our software is helping you raise capital and manage assets effectively, and that you've found our support team attentive to your needs. We appreciate your feedback about the confusion around raising multiple projects under one raise. This insight helps us improve, and we'll work on making this process clearer and more intuitive for our users. If you need any assistance or have questions about managing multiple projects, please don't hesitate to reach out to our support team. We're here to help you make the most of your experience! Thanks again for choosing InvestNext as your platform partner! ### 47. Great software with a top notch team leading the way **Rating:** 5.0/5.0 stars **Reviewed by:** Tom R. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2024 **What do you like best about InvestNext?** Easy to use. Simple. Cost effective. Great for a startup syndication. **What do you dislike about InvestNext?** Nothing, we enjoy all the features. There really isn't anything I dislike. **What problems is InvestNext solving and how is that benefiting you?** CRM for investing, managing captial, distributions, and asset management. **Official Response from Kaylee Thompson:** > Thank you so much for this awesome review, Tom! We're thrilled to hear that you find InvestNext easy to use and that you're enjoying our features. We're always working to deliver exceptional value for the cost of our platform, so it means a lot that you've found that to be true. If you ever have additional feedback for us, please don't hesitate to reach out to our Support team. We're here to support you however we can! Thanks again for taking a moment to review InvestNext. ### 48. Everything is in one place **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2025 **What do you like best about InvestNext?** The UI is very intuitive, Also has information I would'nt think I need until I need it **What do you dislike about InvestNext?** Some of the sort/filter, and columns should have more options **What problems is InvestNext solving and how is that benefiting you?** The AI chat bot con be useful **Official Response from Kaylee Thompson:** > Thank you for sharing your feedback! We're thrilled to hear that you find InvestNext's UI intuitive and that it provides helpful information. We appreciate your suggestions regarding the sort/filter options and columns, and we'll definitely take that into consideration for future updates. Our goal is to continuously improve our platform to better serve your needs. If you have any specific features or options in mind, please feel free to share them with us! Thanks again for choosing InvestNext! ### 49. Great platform for syndications **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2024 **What do you like best about InvestNext?** Great tool for having multiple class setups and payment structures. Support always helpful **What do you dislike about InvestNext?** Wish a little more customization was possible on payouts **What problems is InvestNext solving and how is that benefiting you?** Paying our investors timely and easily **Official Response from Kaylee Thompson:** > Hi there! Thanks for your positive feedback! We're glad to hear that the platform is meeting your needs and that our support team has been helpful to you. We appreciate your suggestion for more customization options on payouts and will definitely take that into consideration for future updates. If you have any further suggestions or feedback, please feel free to reach out to us. We're here to help and support you every step of the way! ### 50. Very good platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2024 **What do you like best about InvestNext?** The platform is fast and reliable. Good support. **What do you dislike about InvestNext?** I don't have anything negative regarding the InvestNext **What problems is InvestNext solving and how is that benefiting you?** It's helping us raise capital for new projects outside our funds. **Official Response from Kaylee Thompson:** > Thank you so much for your review! I'm so glad you've found InvestNext reliable and that you feel supported by our team. We're here to help however we can. If you ever need any assistance or have additional feedback for us, please don't hesitate to reach out to us! ## InvestNext Discussions - [What is InvestNext used for?](https://www.g2.com/discussions/what-is-investnext-used-for) - 1 comment, 1 upvote - [View InvestNext pricing details and edition comparison](https://www.g2.com/products/investnext/reviews?page=2&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-07-19+19%3A56%3A51+-0500&secure%5Bsession_id%5D=64aa69ae-e560-4d26-b6eb-bf7d4292ff53&secure%5Btoken%5D=b8c227d114a4600d73d44bcb90e55c41aa7e3cd972996514f84da0928006d5f7&format=llm_user) ## InvestNext Integrations - [Easebot AI Booking Bot for GoHighLevel](https://www.g2.com/products/easebot-ai-booking-bot-for-gohighlevel/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## InvestNext Features **Platform Basics** - Interoperability - Reporting **Portfolio Monitoring** - Asset Management - Portfolio Management - Market Research - Investment Management **Platform Content** - Automation **Investment Operations Management** - Investor Portal - Back-Office Operations - Fundraising Management - Deal Management - Financial Calculator - Investor Reporting **Platform Data** - Visualization - Dashboard - Alerts and Notifications **Platform Additional Functionality** - Cloud - Portal - Investor Statements - Mobility ## Top InvestNext Alternatives - [Agora Real Estate](https://www.g2.com/products/agora-real-estate/reviews) - 4.8/5.0 (316 reviews) - [Juniper Square](https://www.g2.com/products/juniper-square/reviews) - 4.7/5.0 (104 reviews) - [AppFolio Investment Manager](https://www.g2.com/products/appfolio-investment-manager/reviews) - 4.5/5.0 (171 reviews)