SeedLegals vs InvestNext

Clio

PDFelement

AppFolio Investment Manager

Intellect QMS

Juniper Square

SyndicationPro

Compare SeedLegals and InvestNext based on features, pricing, verified reviews, integrations & more. Find out which software is best for your business today.

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Robust QMS software suite and platform offering extreme configurability. Meet FDA compliance and ISO standards, drive operational excellence, and enhance business productivity.

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The UK's number 1 for funding rounds, cap table and EMI option schemes.

Activity Dashboard

Activity Tracking

Alerts/Notifications

Approval Process Control

Audit Management

Compliance Tracking

Contract Drafting

Customizable Fields

Customizable Reports

Customizable Templates

Data Extraction

Data Import/Export

Digital Signature

Document Automation

Document Check-In/Out

Document Classification

Document Generation

Document Management

Document Review

Document Storage

Electronic Signature

File Sharing

For Legal Professionals

Government Contracts

Pre-built Templates

Reminders

Reporting & Statistics

Reporting/Analytics

Specialty Contracts

SSL Security

Team Collaboration

Third-Party Integrations

Version Control

SeedLegals

Web-based

Manager

Customer service is amazing, [sensitive content hidden] was our representative at Seed Legals and no question was to silly to ask, and she was always more than happy to help.

Founder/CEO

How easy it is to use and create contracts instantly, along with their amazing staff and how happy they're all to over-deliver on what needs to be done.

Company Director

Excellent - I would definitely recommend SeedLegals - the platform is excellent, the process is straightforward, and the support is superb.

CEO/Founder

Every term or item has a great explanation. And the Team, just WOW, they're SO knowledgeable and continue to go above and beyond.

I'm new to this area of business so appreciated the straight forward, jargon free approach, and the excellent support from the SeedLegal team.

Head of Business Development

With SeedLegals i've been impressed with both the structure of the platform and by some very clear communication from the customer support / legal advice staff.

senior advisor

The step-by-step process guidance for fundraising (for example for board and shareholder approval) make it very easy to use. Plus the customer service provided is excellent.

CEO 

They had competency d extensive knowledge in the tasks required and seem to me to be the perfect team. I cannot give this team high enough praise.

Founder

SeedLegals have a great team, everyone is very efficient and helpful.

I really like the balance between human interaction and technology. I feel supported by the team and the platform is simple and easy to use.

Product is easy to use, and makes fundraising incredibly efficient. Great value for money compared to alternative solutions.

This has been a cost effective way of getting our round done with confidence.

CEO and Founder

Sometimes the interface has some bugs and mistakes.

Before then we were struggling with  the application ourselves. It seems that a certain nuance is needed to deal with the HMRC that their materials do not prepare you for.

Nothing immediately jumps out. Still just started using it and overtime, if anything becomes unappealing, then will leave another comment.

Owner / Manager

It is fine to say "you must complete this to submit your application", but a temporary inability to do so shouldn't stop you from filling in the other bits.

SeedLegals screenshot: SeedLegals pitch

SeedLegals screenshot: SeedLegals raise

SeedLegals screenshot: SeedLegals shares

Freelancers

Small Business

Juniper Square offers a unified solution across fundraising, investor operations, and fund administration that empowers GPs and LPs to unlock the full potential of their investment partnerships.

SyndicationPro helps organizations raise capital faster for any real estate syndication deal in less time.

AppFolio Investment Manager is a commercial real estate ecosystem that enhances your investor experiences and simplifies your investment operations.

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.

Access Controls/Permissions

Accounting

Accounting Integration

ACH Payment Processing

Ad hoc Reporting

Asset Lifecycle Management

Audit Trail

Benchmarking

Cap Table Management

Cash Flow Analysis

Client Management

Client Portal

Collaboration Tools

Communication Management

Compliance Management

Configurable Workflow

Contact Database

Contact Management

Contract/License Management

Contribution Tracking

Critical Date Alerts

Customer Database

Customizable Branding

Dashboard

Data Synchronization

Data Visualization

Deal Management

Drag & Drop

Electronic Payments

Email Alerts

Email Management

Email Marketing

Email Reminders

Email Templates

Email Tracking

Expense Tracking

Fee Management

Financial Analysis

Financial Management

For Commercial Real Estate

For Investment Advisors

For Investors & Traders

For Real Estate

Forms Management

Fund Management

Goal Setting/Tracking

Interaction Tracking

Investments Tracking

Investor Reporting

Lead Capture

Lead Distribution

Lead Generation

Lead Management

Lead Nurturing

Lead Qualification

Mobile Access

Multi-Currency

Omnichannel Communications

Online Forms

Opportunity Management

Payment Processing

Performance Metrics

Pipeline Management

Portfolio Management

Portfolio Rebalancing

Private Equity

Progress Tracking

Real-Time Analytics

Real-Time Data

Real-Time Notifications

Real-Time Reporting

Referral Tracking

Requirements Management

Reviewer Portal

Risk Management

Role-Based Permissions

Segmentation

Self Assessment

Self Service Portal

Status Tracking

InvestNext

Android

Linux

Windows

iPad

iPhone

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.

Owner

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

Principal

They are constantly taking feedback and implementing it and I sincerely enjoy working with them.

Operations Director

Its clean interface, user-friendly design, and top-notch customer support have significantly contributed to our ability to level up our business.

Customer Relationship

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

Fund Manager

Lack of customizability within the folders for documents stored on the platform.

Pricing and Platform is probably the best in the market.

Great all inclusive option for capital raising.

Managing Partner

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.

General Partner

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

Senior Financial Analyst

No delay delivery option on email communications. This would be helpful for us when we send out reporting.

While not its original intention having an Investor CRM is a critical first step.

InvestNext screenshot: InvestNext capital stack

InvestNext screenshot: InvestNext waterfall distribution

Mid Size Business

SeedLegals vs InvestNext Comparison

SeedLegals vs InvestNext Comparison

SeedLegals

InvestNext

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives