Company Research Report: InvestNext
Company Overview
Name and Mission of the Company
- Company Name: InvestNext
- Mission: To democratize real estate investing and empower investors to make a meaningful impact on the communities they invest in.
Founding Details
- Founded By: No information is available.
- Founded Year: No information is available.
Key People
- Matthew Attou, Co-Founder
- Andrew Berg, Marketing
- Michael Gisi, Co-Founder
- Kevin Heras, Co-Founder
- Jay Krause, Chief of Staff
- Sarah Lodato, People
- Juan Ramirez, Customer Experience
- Dan Richardson, Revenue
- Ed White, Finance
Headquarters
- Location: 1420 Washington Blvd, Detroit, MI 48226, USA
Number of Employees
- No information is available.
Revenue
- No information is available.
Recognized For
- InvestNext is recognized for providing an integrated platform that streamlines the syndication process for real estate investments, enhancing investor relations, and automating management tasks such as raising capital, distribution calculations, and compliance procedures.
Products
Product Offerings
- Raising Capital
- Investor Portal
- Distribution & Payments
- CRM
- Co-Sponsors
- Capital Calls
- Debt Funds
- Cap Table Management
- Document Management
- Security
- Integrations
- ACH Payments
- KYC / AML
- Fund Administration
High-Level Descriptions and Key Features
- Raising Capital
- Description: Facilitates fundraising through engaging deal rooms, seamless commitment flows, e-signatures, secure inbound funding, and CRM integration.
- Key Features: Frictionless commitments, multiple equity classes, automated back-office integration.
- Investor Portal
- Description: Provides a white-label portal for investors, including professional deal rooms and secure inbound funding options.
- Key Features: Customizable deal rooms, investor updates, document sharing.
- Distribution & Payments
- Description: Automate complex distribution waterfalls and send secure payments to investors.
- Key Features: Pro-rata distributions, IRR and preferred returns, secure ACH payments.
- CRM
- Description: A fully integrated CRM that helps manage investor relationships, track engagements, and streamline communications.
- Key Features: Comprehensive relationship history, pipeline management, task management.
- Co-Sponsors
- Description: Allows collaboration with other sponsors while maintaining control over investor relationships.
- Key Features: Unique dashboards for sponsors, seamless post-close workflows.
- Capital Calls
- Description: Automatically calculates call amounts, notifies investors, and enables funding through the portal.
- Key Features: Automated calculations, tracking progress, investor notifications.
- Debt Funds
- Description: Enables the creation of flexible debt funds with custom terms and multiple promissory note classes.
- Key Features: Maturity dates, interest rates, minimum & maximum investment amounts.
- Cap Table Management
- Description: Automates cap table and position management, supporting complex entity structures.
- Key Features: Automated position creation, manual adjustments, accurate distribution calculations.
- Document Management
- Description: Organize and manage documents efficiently with integrated e-signatures.
- Key Features: Templatized documents, OCR technology, bulk uploads.
- Security
- Description: Provides robust security features to protect data and ensure compliance with industry standards.
- Key Features: SOC2 compliance, AES-256 encryption, regular audits.
- Integrations
- Description: Connects with thousands of apps to automate workflows and streamline processes.
- Key Features: Zapier integration, email synchronization.
- ACH Payments
- Description: Simplifies capturing and sending funds through secure ACH transactions.
- Key Features: High transaction limits, integrated payment flows, financial-grade security.
- KYC / AML
- Description: Ensures compliance with regulations by automating KYC/AML verification.
- Key Features: Frictionless verification, ongoing monitoring.
- Fund Administration
- Description: Provides expert fund administration services integrated with the platform.
- Key Features: End-to-end integration, precise accounting, and bookkeeping.
Recent Developments
New Products and Features
- Launch of Fund Administration services to provide efficient administration for any syndication or fund structure.
- Introduction of Debt Funds to facilitate flexible promissory note offerings.
- Enhancement of CRM Features with advanced task management and pipeline visibility.
New Partnerships
- Partnership with Dwolla to facilitate the Incoming & Outgoing Funds functionality within the platform.
Product and Service Enhancements
- Recent updates to improve distribution processes, reducing the distribution time significantly for clients.
- Upgraded Co-Sponsors functionality ensuring unique dashboards and seamless post-close workflows.
Customer Success Stories
- Companies like Open Door Capital, TAG SLC, and Cedar Creek Capital have significantly streamlined their syndication process and enhanced investor relations through InvestNext’s platform.
- InvestNext has facilitated substantial growth in capital under management for its clients, with some seeing an increase from $50 million to $400 million.
Conclusion
InvestNext continues to innovate within the real estate investment management space by offering a comprehensive suite of tools to streamline capital raising, ensure compliance, and enhance investor relations. Their commitment to reducing administrative burdens through automation and integrated solutions makes them a trusted partner for general partners and investor relations teams in the industry.
Note: For certain fields such as the number of employees and revenue, specific data was not available, and hence those sections were marked as "No information is available."
