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InvestNext
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InvestNext
By InvestNext
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4.6 out of 5 stars
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InvestNext Pricing Overview

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InvestNext at a glance

Our flexible subscription model offers plans that scale with your business; whether you're launching your first deal or managing distributions for a billion-dollar fund, we've got a plan that fits your team's budget.

InvestNext has 3 pricing editions. A free trial of InvestNext is also available. Look at different pricing editions below and see what edition and features meet your budget and needs.
NamePriceFeatures
Fundraising
$299.00Per Month
A perfect starting point for first-time capital raisers. This plan is a great option for sponsors that do not yet have an existing portfolio of investments, but want to streamline an upcoming capital raise.
  • Soft commitments
  • Guided subscriptions
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All-In-One
Starting at $499.00Per Month
Request Demo
Scale your operations, automate processes, and delight your investors. Best for experienced firms with existing investors, up to $300M funds under management.
  • Soft commitments
  • Guided subscriptions
  • Fully integrated e-signatures
  • Track investor accreditation status
  • Collect funds from investors automatically
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Enterprise
Contact UsPer Month
Request Demo
Complete management of your back-office functions and regulatory requirements. Best for institutional firms with more than $300M funds under management.
  • Contact management
  • Task management, activity feed
  • Universal email integration
  • Mass email
  • Email tracking & notifications
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InvestNext pricing & plans

Free Trial is available
Pricing information for InvestNext is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase InvestNext must be conducted with the seller.
Pricing information was last updated on October 09, 2024
Questions about pricing?
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InvestNext Pricing Reviews

Tom R.
TR
CEO
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about InvestNext?

Easy to use. Simple. Cost effective. Great for a startup syndication. Review collected by and hosted on G2.com.

What do you dislike about InvestNext?

Nothing, we enjoy all the features. There really isn't anything I dislike. Review collected by and hosted on G2.com.

What problems is InvestNext solving and how is that benefiting you?

CRM for investing, managing captial, distributions, and asset management. Review collected by and hosted on G2.com.

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Response from Kaylee Thompson of InvestNext
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Thank you so much for this awesome review, Tom! We're thrilled to hear that you find InvestNext easy to use and that you're enjoying our features. We're always working to deliver exceptional value for the cost of our platform, so it means a lot that you've found that to be true.

If you ever have additional feedback for us, please don't hesitate to reach out to our Support team. We're here to support you however we can! Thanks again for taking a moment to review InvestNext.

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Verified User in Real Estate
ER
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about InvestNext?

Excellent responsive chatbot and customer service team. Ease of implementation. Review collected by and hosted on G2.com.

What do you dislike about InvestNext?

Price. For a system that will for 80% of the time be dormant, it's very expensive. Navigation is not the most intuitive. Review collected by and hosted on G2.com.

What problems is InvestNext solving and how is that benefiting you?

Clean professional investor platform. The CRM funcitonality hasn't been the best. Review collected by and hosted on G2.com.

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Response from Kaylee Thompson of InvestNext
Editedit

Thank you for sharing your feedback with us! It's great to hear that the chatbot and our Support team have been responsive and helpful for you. We know getting you answers quickly is critical.

We understand your concerns about pricing, navigation, and the CRM. We're continuously working to improve in those areas, and I will escalate this feedback so our team can keep it in mind as we make adjustments. Please feel free to reach out to our support team if you need further assistance, and we'll be more than happy to support you. Thank you for choosing InvestNext!

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