Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Yardi Investment Suite offers a seamlessly integrated solution that enhances communication with both existing and potential investors. It allows users to oversee new investment opportunities, including the subscription process while keeping track of activities, tasks, and correspondence to strengthen and expand relationships. By centralizing contact management and monitoring the engagement of current and prospective investors, the platform fosters improved collaboration by granting internal stakeholders access to vital information. Users can also review and authorize essential metrics, reports, and documents before they are made available on the investor portal. Furthermore, Yardi Investment Accounting streamlines the entire investment accounting, performance measurement, and investor reporting cycle, leading to reduced costs and heightened operational efficiency. When combined with the robust operational accounting features of Yardi Voyager and the investor relations functions of Yardi Investment Manager, Yardi Investment Accounting ensures complete transparency from the investor level down to the asset level while enhancing strategic decision-making capabilities.
API Access
Has API
API Access
Has API
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
Yardi
Founded
1982
Country
United States
Website
www.yardi.com/products/yardi-investment-suite/