InvestNext

About InvestNext

InvestNext is a platform designed to democratize real estate investing by providing streamlined solutions for sponsors to deliver frictionless and accessible opportunities for investors. It aims to save time on operations and build lasting partnerships through a comprehensive real estate investment management platform.

Products & Services

Raising Capital:Tools to accelerate capital raising by promoting offerings in a modern investor portal and capturing investment intent.

Investor Portal:A user-friendly, white-label portal to enhance investor experience by sharing documents and updates.

Distributions & Payments:Automates complex distribution waterfalls and securely sends payments with minimal effort.

CRM:Cultivates investor trust and reduces workload through streamlined relationship management.

Cap Table Management:Automates financial management for distributions and reporting, reducing administrative overhead.

Document Management:Organizes and shares critical documents for portfolios and investors efficiently.

ACH Payments:Enables fast and secure payment processing for inbound funds and investor payments.

KYC / AML Verification:Integrated solution for rapid, secure investor onboarding and regulatory compliance.

Investor Accreditation:Verifies accreditation status seamlessly within the investor portal.

Security:Maintains high industry standards for data encryption, storage, and authentication.

Fund Administration:Supports comprehensive management of fund structures and operations.

Specialties

Real Estate Fund Management Investor Relations Capital Raising Distribution Automation Compliance (KYC/AML) Investor Portal Solutions

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Series B T: - FT: Series B	A: 15000000 MR: - FA: $15 million FAN: 15000000	D: 2025-02-07 FD: 2025-02-07	2 investors

Series B Latest

2025-02-07

$15.0M

2 investors (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

View 3 more growth metrics with Pro

Unlock All Metrics

Mock Up

Team & Leadership

M

Matthew Attou

Co-Founder & CPO

A

Andrew Berg

Marketing

M

Michael Gisi

Co-Founder & CTO

K

Kevin Heras

Co-Founder & CEO

J

Jay Krause

Chief of Staff

S

Sarah Lodato

People

View 12 more team members with Pro

Unlock Full Team Directory

Recent News

InvestNext Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised