John C.
JC
John C.
Owner
Small-Business (50 or fewer emp.)
"InvestNext is Great"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Kaylee Thompson of InvestNext

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!

Saif S.
SS
Saif S.
Managing Principal
Small-Business (50 or fewer emp.)
"Highly Recommended for syndicators"
5/5
What do you like best about InvestNext?

Highly customizable, seemless investor communication, and data for our stakeholders. Review collected by and hosted on G2.com.

What do you dislike about InvestNext?

The platform occasionally has minor bugs that make you go back and forth between screens. Review collected by and hosted on G2.com.

Response from Kaylee Thompson of InvestNext

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!

Verified User in Information Technology and Services
GI
Verified User in Information Technology and Services
Small-Business (50 or fewer emp.)
Guest users or non-business users of the software, not included in G2 scores.
"The application is very easy to use and understand."
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Kaylee Thompson of InvestNext

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!

Verified User in Investment Management
GI
Verified User in Investment Management
Small-Business (50 or fewer emp.)
Guest users or non-business users of the software, not included in G2 scores.
"Corrected Investor Account"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Kaylee Thompson of InvestNext

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!

Danny P.
DP
Danny P.
VP of Operations
Mid-Market (51-1000 emp.)
"Best Investor Relationship Software"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about InvestNext?

Sometimes it's hard to understand differences betweeen pref. distribution formulas and methods. Review collected by and hosted on G2.com.

Response from Kaylee Thompson of InvestNext

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.

Ryan R.
RR
Ryan R.
Owner
Small-Business (50 or fewer emp.)
"Good software for capital raise"
4/5
What do you like best about InvestNext?

This app puts everything you need in one place to organize projects and communicate effectively to investors. Review collected by and hosted on G2.com.

What do you dislike about InvestNext?

The back end is more difficult to navigate Review collected by and hosted on G2.com.

Response from Kaylee Thompson of InvestNext

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!

Verified User in Commercial Real Estate
UC
Verified User in Commercial Real Estate
Small-Business (50 or fewer emp.)
"Comprehensive portal that is user friendly"
3.5/5
What do you like best about InvestNext?

Everything can be done online...tracking the investment, legal documents, and announcements. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Kaylee Thompson of InvestNext

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!

RY
Ryan Y.
Asset Management
Small-Business (50 or fewer emp.)
"Asset Management"
5/5
What do you like best about InvestNext?

Capital Raises and reporting are good, project overviews are simple Review collected by and hosted on G2.com.

What do you dislike about InvestNext?

Too many clicks in client accounts to get to information Review collected by and hosted on G2.com.

Response from Kaylee Thompson of InvestNext

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!

Smita P.
SP
Smita P.
cofounder
Small-Business (50 or fewer emp.)
"Excellent customer service"
5/5
What do you like best about InvestNext?

Support team has helped us get onboarded smoothly. Tyler has been an incredible resource for us. Review collected by and hosted on G2.com.

What do you dislike about InvestNext?

Little bit of a learning curve for our clients, to be expected Review collected by and hosted on G2.com.

Response from Kaylee Thompson of InvestNext

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!

Kathleen B.
KB
Kathleen B.
Treasury Manager
Small-Business (50 or fewer emp.)
"Amazing Customer Support"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about InvestNext?

I don't have any dislikes, it works as expected. Review collected by and hosted on G2.com.

Response from Kaylee Thompson of InvestNext

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!