InvestNext 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.
InvestNext Alternatives
Trade popular cryptocurrencies. Discover professionally managed portfolios. Connect with more than 30M traders. With over 30 of the most popular coins, you can build a diverse portfolio. For your security and peace of mind, we offer top security. No hidden fees. To practice your strategy, you can get a $100,000 virtual portfolio. Using eToro’s revolutionary CopyTrader technology, anyone can trade crypto by copying other traders. Select a trader that you want to copy, enter a amount, and click copy. You trade when they trade! A simple interface makes it easy to manage your cryptos. You can track the trends of each coin with charts and advanced analysis tools. Integration with the eToro wallet is seamless. eToro is a trusted leader in the fintech industry for more than a decade. Your funds are protected with industry-leading security protocols. Without your consent, we will never share your private information. FDIC insured funds are held at eToro USA. You can rest assured that your cash is safe.
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Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place.
Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time.
Track your investments across multiple exchanges, currencies and brokers.
This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money.
Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.
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Agora
We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital.
Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place.
Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements
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CRE Assets
CRE Assets is an innovative online platform designed for the management of commercial real estate investments, catering specifically to sponsors, syndicators, fund managers, and owner-operators. This platform streamlines the entire investment process by consolidating deal preparation, investor communications, subscriptions, property details, and distributions into a singular workflow. With CRE Assets, sponsors can efficiently organize their offerings and deal rooms, manage prospects and commitments, gather subscription documents and e-signatures, document accreditation, and compute class-based waterfalls. Additionally, it features a customized investor portal that allows limited partners to easily access their investments, relevant documents, distribution history, and tax information. The comprehensive platform also supports fund and property management operations, provides deal-level accounting and reporting, and incorporates AI-driven underwriting tools. Furthermore, both investors and residents can utilize sponsor-specific portals via a responsive web interface, enhancing accessibility and user experience. This all-in-one solution is designed to optimize the management of commercial real estate investments.
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Pricing
Pricing Starts At:
$55 per month
Integrations
Company Details
Company:
InvestNext
Headquarters:
United States
Website:
www.investnext.com/features/
Media
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Customer Support
Live Rep (24/7)
Online Support
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