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InvestNext Pricing, Features, Reviews and Alternatives

InvestNext product overview

Price starts from

99

Per month

Flat Rate

What is InvestNext?

InvestNext helps businesses streamline front and back-office operations and manage portfolios via a unified portal. Clients can create customized reports and dashboards, view historical data, get notification alerts, and set up automated workflows.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Chat
FAQs/Forum
Email/Help Desk
Knowledge Base

Training options

Webinars
Live Online
Documentation
In Person
Videos

InvestNext pricing information

Value for money

4.7

/5

20

Starting from

99

Per month

Flat Rate

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

InvestNext features

Functionality

4.7

/5

20

Total features

68

12 categories

Most valued features by users

Activity Dashboard
Third-Party Integrations
API
Reporting/Analytics
Reporting & Statistics
Data Import/Export
Alerts/Notifications
Compliance Management

Functionality contenders

InvestNext users reviews

Overall Rating

4.9

/5

20

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.1/10
Rating distribution

5

4

3

2

1

17

3

0

0

0

Pros
InvestNext has been a partner with Gravity Haus since the beginning and scaling with them has worked wonderfully. Support team is very knowledgeable and responsive to any questions.
InvestNext has been the best to work with and build out several investments within their portal. The investors love the platform and find it easy to use.
They are super responsive on all fronts. I highly recommend their platform to anyone raising capital for real estate syndications or funds.
Cons
Lack of customizability within the folders for documents stored on the platform.
There isn't a native integration with our CRM, Hubspot today, but they're working hard on it.
No delay delivery option on email communications. This would be helpful for us when we send out reporting.

Overall rating contenders

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Lance P.

Real Estate, 1-10 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Powerful Features, Low Barrier to Entry

Reviewed 4 months ago

They are super responsive on all fronts. I highly recommend their platform to anyone raising capital for real estate syndications or funds.

Pros

I love the investor onboarding functionality and the fact that accreditation verification is built-in. The waterfall calculator actually works, unlike other platforms. The fact that ACH payments are integrated is another huge plus. It allows investors making commitments to transfer electronically, and it sends out distribution payments electronically as well.

Cons

My only knock is that it's pretty easy to get lost in the various configuration screens, but it's somewhat understandable given all of the various features that exist and things that can be customized. You end up getting the hang of it.

TH
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Tommy H.

Real Estate, 1-10 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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The Next Best Thing

Reviewed 6 months ago
Pros

Its ease of use is unparalleled. We've seen demos from so many other investor portals and it was evident that the InvestNext team thoughtfully developed their platform for our industry. Their team is also super supportive and helpful.

Cons

There isn't a native integration with our CRM, Hubspot today, but they're working hard on it!

Vendor response

Hey Tomm, thanks for sharing! We are thrilled to hear about your positive experience with InvestNext! We're committed to ease of use and top-notch support. Integration improvements are on the way soon!

PB
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Philip B.

Commercial Real Estate, 1-10 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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InvestNext is helpful, but pricey $$$

Reviewed 5 months ago
Pros

The client portal for our investors to login and track their accounts with us works well for the most part. It is very helpful being able to make distributions and generate statements with the investor portal.

Cons

It is very expensive for what it is, especially when we are just managing funds and not raising as much capital as we'd like.

JL
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Jing L.

Real Estate, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Friendly User Interface

Reviewed 4 months ago
Pros

Easy to visually view the client's position and transaction, excellent customer support

Cons

Haven't tried all the features yet, so far so good

Vendor response

Hi Jing, thanks for sharing! Glad to hear you had a smooth transition from Dealroom and have found our platform easy to use. Thank you for your insight.

CR
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Claudia R.

Real Estate, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

The use of Investnext

Reviewed 5 months ago
Pros

I like how easy it is to work with and how user friendly it is.

Cons

I don't like that when I have co sponsors the back end of items like uploading documents has to be done by them instead of just being able to handle it. I unfortunately did not get enough info on the best uses and how to remove projects at the time we subscribed which caused my renewal to be quite high. The team was great in getting this resolved but it would have been great to know from the very beginning.

Vendor response

Thanks Claudia! Delighted to hear you find InvestNext easy to use and user friendly! Thank you for your insights on co-sponsor functionality and your feedback on renewal communications. We’re always thinking about how we can improve the experience for our customers, please feel free to reach out to us directly with your suggestions.

InvestNext FAQs

Q. What type of pricing plans does InvestNext offer?

InvestNext has the following pricing plans:
Starting from: $99.00/month
Pricing model: Subscription


Q. Who are the typical users of InvestNext?

InvestNext has the following typical customers:
Freelancers, Mid Size Business, Small Business


Q. What languages does InvestNext support?

InvestNext supports the following languages:
English


Q. Does InvestNext support mobile devices?

InvestNext supports the following devices:
Android, iPad, iPhone


Q. Does InvestNext offer an API?

No, InvestNext does not have an API available.


Q. What other apps does InvestNext integrate with?

InvestNext integrates with the following applications:
Zapier


Q. What level of support does InvestNext offer?

InvestNext offers the following support options:
Chat, FAQs/Forum, Email/Help Desk, Knowledge Base

Common InvestNext comparisons

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