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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.
Description
Valere is crafted to assist asset managers, investors, lenders, and brokers in making well-informed choices regarding their assets. It provides solutions for assessing value during acquisitions or sales, conducting comprehensive cash flow analyses, and gaining insights into overall financial performance. Additionally, it focuses on optimizing the performance of your assets across the entire investment lifecycle, thereby streamlining the budgeting process. With the goal of transforming your data into strategic investment decisions, Valere allows for efficient management of various property valuations, investments, budgets, and portfolios, ensuring a holistic approach to asset management. This comprehensive tool ultimately empowers professionals to elevate their investment strategies and achieve better results.
API Access
Has API
API Access
Has API
Integrations
Vyzer
Pricing Details
$55 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
InvestNext
Country
United States
Website
www.investnext.com/features/
Vendor Details
Company Name
Retransform
Founded
2005
Country
United States
Website
valere.retransform.com
Product Features
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management