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InvestNext

Investment management platform built for real estate GPs, fund managers, and investor relations teams. Handles the full capital lifecycle, raising, distributions, cap table, investor portal, and compliance, in one system. Competes directly with Juniper Square and is known for faster implementation and higher retention.

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When to use it

Use when managing the full investor lifecycle for a real estate fund or syndication, from raising capital and tracking commitments to automating distributions and delivering a white-label investor portal. Replaces the spreadsheet + DocuSign + manual ACH stack with a single platform that handles everything from soft commitments to K-1 delivery.

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