InvestNext Pricing Overview

Free Trial

Institution

Per Month

Power complex capital structures, collaborate across teams, with waived ACH fees to support high-volume transactions. Best for firms managing portfolios over $500M in Investor Equity.

Core

Per Month

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Scale your operations, automate processes, and delight your investors. Best for firms with an existing portfolio of investors and assets – up to $10M in Investor Equity Under Management.

Firm

Per Month

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Accelerate growth and partner with a dedicated account manager to expand your team’s capacity. Best for firms managing between $10M–$500M in Investor Equity.

Fuel Your Growth at Any Scale.

Designed for General Partners, Fund Managers, and IR professionals.

Our pricing adapts to the complexity and size of your operation from $5M firms to billion dollar funds.

InvestNext has 3 pricing editions. A free trial of InvestNext is also available. Look at different pricing editions below and see what edition and features meet your budget and needs.

Pricing information for InvestNext is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase InvestNext must be conducted with the seller.

Pricing information was last updated on November 18, 2025

Pricing Insights

Averages based on real user reviews.

Time to Implement

1 month

Return on Investment

16 months

Average Discount

Perceived Cost

$$$$$

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InvestNext Pricing Reviews

(2)

Lauren B.

Founder

Small-Business (50 or fewer emp.)

5/19/2025

"Top notch software!"

5/5

What do you like best about InvestNext?

My favorite things are the quick response from customer service to any questions, the easy to use UX for the investor, and the ease up set up for the fund manager. 10/10 recommend! Review collected by and hosted on G2.com.

What do you dislike about InvestNext?

I would love to see more reporting metrics on marketing emails Review collected by and hosted on G2.com.

Response from Kaylee Thompson of InvestNext

edit

Hey, Lauren! Thank you for sharing this awesome review. So glad you'd recommend us to others -- that means the world to us! I'll make sure to pass along your feedback on reporting metrics for marketing emails. This is definitely something we're exploring for future updates.

If you have any more suggestions or feedback, please don't hesitate to reach out. Thanks again for choosing us as your investment management platform!

Verified User in Real Estate

Small-Business (50 or fewer emp.)

7/3/2025

"Could be a good SaaS for the right end user."

1.5/5

What do you like best about InvestNext?

The look of the interface is modern and generally good; for us, this is about where the good ended. Review collected by and hosted on G2.com.

What do you dislike about InvestNext?

I think that this product could be good, in general, for a very simple syndicator. When dealing with more complex vehicles InvestNext falls short on ease of use. Implementation was cumbersome at best. The initial assesment after months of atemping to do simple things in the platform was that this was a great product when it first came out for syndications and simple vehicles, but it seems that added features were cobbled together on top of the exisitng platform and not well integrated as the platfom grew to attempt to do more - that made for a difficult, and frustrating, implementation which ended in decideing to deprecate the platform after 3-months. That said, when concerns about implemtaiton were brought up to customer support they did work to address those issues, but sadly the features were still lacking and the system was not a fit. Review collected by and hosted on G2.com.

Response from Kaylee Thompson of InvestNext

edit

Hey there. First of all, I want to thank you for your feedback. We believe feedback is a gift, and negative feedback allows us to refine, grow, and challenge ourselves as a platform.

We are sad to hear that InvestNext wasn't able to meet your needs at this time. I am glad to see from your review that our client support team did try to resolve your concerns, but we know how frustrating it is when resolution can't be reached.

We are continuously working to improve our platform and create a great experience for GPs on InvestNext, regardless of the complexity of their structures or deals. Based on your review, it sounds like you were already in communication with our team. However, if there are any other specific areas where you see opportunity for improvement, I invite you to reach out to us.

I've also escalated your feedback to our broader leadership team and Juan, our Sr Director of Client Experience. If you do decide to reach out with additional feedback to support@investnext.com, we'll ensure it's escalated directly to him.

Thanks again for taking a moment to share. We wish you and your team the best as you move forward.