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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Utilize templates to swiftly produce tailored, precise, and visually appealing agreements, enhancing the adaptability, efficiency, and regulatory adherence of your agreement workflow. Effortlessly create and modify agreement templates while maintaining the capacity to incorporate intricate logic. In mere seconds, generate personalized agreements, allowing your representatives to dedicate more time to engaging with clients. Additionally, optimize data collection processes to guarantee accuracy with tools designed for data-driven agreement creation, ultimately improving overall operational efficiency.

Description

You can fundraise more effectively when you have a complete view of your progress. InvestNext's CRM is designed to help you prioritize your most promising investors. Automate and digitally execute subscription agreements and investor accreditations. InvestNext's online publishing platform allows you to create professional, modern offering pages. All your investment data can be viewed in one place. You can manage investment ownership, transactions, capital accounts and display automatically calculated investment KPIs. InvestNext is your investment system of choice. Automate and consolidate the calculation of your investment waterfall. InvestNext makes it easy to mirror your operating agreement's waterfall rules without the need for Excel. Predefined templates allow you to easily model waterfalls such as pro-rata, preferred return, IRR, splits and so on.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Docusign
Docusign CLM
Docusign Identify
Docusign Insight
Salesforce
Vyzer

Integrations

Docusign
Docusign CLM
Docusign Identify
Docusign Insight
Salesforce
Vyzer

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$55 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Docusign

Founded

2003

Country

United States

Website

www.docusign.com/products/document-generation

Vendor Details

Company Name

InvestNext

Country

United States

Website

www.investnext.com/features/

Product Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

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