InvestNext Features
What are the features of InvestNext?
Platform Additional Functionality
- Portal
- Investor Statements
Platform Basics
- Reporting
Platform Content
- Automation
Platform Data
- Visualization
- Dashboard
- Alerts and Notifications
Portfolio Monitoring
- Asset Management
- Portfolio Management
- Investment Management
Investment Operations Management
- Investor Portal
- Back-Office Operations
- Fundraising Management
- Deal Management
- Investor Reporting
InvestNext Categories on G2
Filter for Features
Platform Additional Functionality
Cloud | Provides a cloud based version of the platform This feature was mentioned in 86 InvestNext reviews. | 80% (Based on 86 reviews) | |
Portal | As reported in 126 InvestNext reviews. Contains a portal to facilitate third-party or client application access | 86% (Based on 126 reviews) | |
Investor Statements | As reported in 102 InvestNext reviews. Creates unique, customizable investor statements | 80% (Based on 102 reviews) | |
Mobility | Is accessible from a mobile device and by users on the go. This feature was mentioned in 94 InvestNext reviews. | 79% (Based on 94 reviews) |
Platform Basics
Interoperability | As reported in 91 InvestNext reviews. Connects to external systems and applications as needed to complete team workflows. | 75% (Based on 91 reviews) | |
Reporting | Provides analytics tools that reveal important business metrics and track progress. This feature was mentioned in 105 InvestNext reviews. | 81% (Based on 105 reviews) |
Platform Content
Automation | Automates some or all operation related tasks This feature was mentioned in 98 InvestNext reviews. | 79% (Based on 98 reviews) |
Platform Data
Visualization | Contains tools to visalize data sets or workflows 107 reviewers of InvestNext have provided feedback on this feature. | 82% (Based on 107 reviews) | |
Dashboard | Has a centralized dashboard for users to interact with 122 reviewers of InvestNext have provided feedback on this feature. | 84% (Based on 122 reviews) | |
Alerts and Notifications | As reported in 107 InvestNext reviews. Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise. | 84% (Based on 107 reviews) |
Portfolio Monitoring
Asset Management | As reported in 104 InvestNext reviews. Analyzes performance of assets to prepare financial forecasts, perform cash flow analysis, determine value of property, and prepare for acquisition or disposition. | 79% (Based on 104 reviews) | |
Portfolio Management | Monitors and tracks the development and performance of real estate properties; either focused on a specific type of property (commercial, residential, mixed-use / industrial, or retail) or can support a variety of property types. This feature was mentioned in 114 InvestNext reviews. | 83% (Based on 114 reviews) | |
Market Research | Aggregates and centralizes property and land information and data from a variety of sources; real-time discovery. This feature was mentioned in 77 InvestNext reviews. | 64% (Based on 77 reviews) | |
Investment Management | As reported in 122 InvestNext reviews. Monitors the performance of existing investments and analyzes property data to recommend investment decisions. | 86% (Based on 122 reviews) |
Investment Operations Management
Investor Portal | Enables correspondance and communication with and management of real estate investors. This feature was mentioned in 128 InvestNext reviews. | 90% (Based on 128 reviews) | |
Back-Office Operations | As reported in 101 InvestNext reviews. Automates back office operations and investor workflows. | 80% (Based on 101 reviews) | |
Fundraising Management | Based on 119 InvestNext reviews. Enables the raising of capital while protecting existing funds or capital and adhering to money lenders' guidelines. | 85% (Based on 119 reviews) | |
Deal Management | As reported in 113 InvestNext reviews. Streamlines real estate deal management via pipeline tracking, collaborative workflows, deal analytics, deal information management, and reporting. | 82% (Based on 113 reviews) | |
Financial Calculator | Provides a sales tracking feature to calculate and model the potential value of overall and individual properties within a portfolio. 87 reviewers of InvestNext have provided feedback on this feature. | 72% (Based on 87 reviews) | |
Investor Reporting | Generates asset performance reports specifically to present to investors, stakeholders, and board members. 115 reviewers of InvestNext have provided feedback on this feature. | 83% (Based on 115 reviews) |
