InvestNext’s cover photo
InvestNext

InvestNext

Investment Management

Detroit, Michigan 6,755 followers

Empowering investors to make a meaningful impact within their communities 🏘

About us

At InvestNext, we set out on a mission to transform the way investment firms raise and manage capital. The company is based in Detroit, Michigan, and was founded in 2016. At the time, we realized the industry as a whole operates within a black box, with countless hours spent on activities that made fundraising, investment management, and investor relations tedious and inefficient. Since day one, we’ve known that tomorrow’s investor is one who will not only have access to detailed performance metrics across their portfolio, but also have the full picture of the positive impact they have made on the communities they have invested in. With that in mind, we’ve built a software platform that enables investment firms to operate more effectively and provide greater transparency to their investors. Instrumental to this effort, has been our close partnerships with commercial real estate syndicators and other investment firms around the globe. As of today, we are trusted by tens of thousands of investors, with billions of dollars managed on the platform.

Industry
Investment Management
Company size
11-50 employees
Headquarters
Detroit, Michigan
Type
Privately Held
Founded
2016
Specialties
Investment Management, Real Estate Funds, Fundraising, Investor Relations, CRM, Real Estate Investing, REIT's, Fund Management, Distribution Management, K1 Distribution, Tax Document Management, and Investing

Products

Locations

Employees at InvestNext

Updates

  • 🧑💻 We’re Hiring: Sr. Revenue Operations Manager 📈 As the architect of our internal tech stack and strategic partner to leadership, the Sr. Revenue Operations Manager will drive the optimization of our revenue machine and have a tremendous impact on our company’s performance. In this role, you’ll: 👉 Enable our revenue-driving teams to do their best work 👉 Develop and enhance our revenue tech stack 👉 Promote our outcomes-driven culture through actionable insights 👉 Be empowered to own your craft and share your expertise 📍 100% Remote 🇺🇲 & 🇨🇦 🔗 Apply on our careers page (linked below in the comments) Know someone who’d be a great fit? Tag them below! 💬 #Hiring #RevenueOperations #RevOps #remotejobs #JobOpportunity #JoinOurTeam Jay Krause, Dan Richardson, Evan Haft, Thomas Pellegrino

  • 📣 We're Sponsoring March Mingle 2025 in San Diego! 👫 Calling all engineers and product folks! Join us at March Mingle on March 26th in San Diego for an evening of connection and socializing with members of San Diego’s thriving tech scene. As proud sponsors of the event, our local team will be there to share about the Product & Engineering org at InvestNext and the exciting things we’re building in pursuit of our mission to democratize real estate investing. 📅 Date: March 26 @ 7-10pm PDT 📍 Location: The Nat, Balboa Park 🎟 Event Details: MarchMingle.com Don’t miss this chance to connect with the local tech community — see you there! 🙌 #MarchMingle #SanDiegoTech #Hiring #EngineeringJobs #ProductCareers #TechNetworking Matthew Attou, Liva Lagestrand, Rafael André Fajardo-Chigne

  • Fed holds rates at 4.25-4.5%, citing increased economic uncertainty and taking a more measured approach compared to last year's rate-cutting cycle. "Uncertainty around the economic outlook has increased," the Fed declared in today's policy statement, marking a clear change to its previous messaging. Key updates from the Fed: 1️⃣ Growth projections lowered to 1.7% GDP for 2025 (down from 2.1%) 2️⃣ Labor market stable with 4.1% unemployment and 170,000 monthly job gains 3️⃣ Inflation outlook worsened with core PCE now projected at 2.8% (up from 2.5%) CRE markets are adapting to the steady rate environment, though loan modifications hit new highs at regional banks as the sector works through its refinancing wave. Full analysis in comments below. #FederalReserve #RealEstate #CRE #Markets #Investment

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  • View organization page for InvestNext

    6,755 followers

    👋 Florida multifamily GPs - we're here at the IMN Middle-Market Multifamily Forum in Miami! Come say hello to Michael Berger and Hayden Buckner at the InvestNext booth and discover how you can join 1,600+ GPs who are leaving manual investment management behind and embracing modern solutions to build stronger investor partnerships. We'd love to connect about your capital-raising goals for 2025! 📍 Miami, FL  🗓️ March 19-20, 2025 If you're attending, drop a comment below so we can look out for you! #IMNMultifamily #MultifamilyInvesting #MiamiRealEstate

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  • We're proud to sponsor the John Burns Research and Consulting + CRE Daily Fear and Greed Index, providing insights from over 1,000 commercial real estate investors across the market. The 1Q25 report shows multifamily scoring a strong 59 on the sentiment scale - firmly in expansion territory despite market challenges. This confidence reflects the solid fundamentals of real estate as an asset class: 📈 The cost of homeownership now exceeds renting by 25% 🏠 Just 27% of U.S. households can qualify for a standard mortgage 💰 More high-income earners are choosing to rent rather than buy The data also reveals notable regional variations, with Sun Belt markets working through new supply while Northeast locations benefit from limited inventory growth. Having reliable market intelligence is essential in today's environment. That's why we're committed to bringing you these actionable insights each quarter. See the full Fear and Greed Index report to understand what's driving commercial real estate sentiment in 2025. Get the report at the link in the comments.

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  • InvestNext's 2025 Multifamily Market Report is now available! 📊 In a market where fundraising has reached its lowest point since 2016, having the right intelligence gives your firm a critical edge. Our comprehensive report reveals: 🏢 Regional performance insights across Sun Belt, Northeast, and emerging markets 💰 Capital trends driving institutional investment despite market headwinds 📈 Operational strategies top firms use to maintain growth in challenging conditions While many struggle with longer fundraising cycles and rising costs, our report shows how leading operators are finding opportunities amid market uncertainty. Download now to position your multifamily investment strategy for success in 2025's evolving landscape. Link in comments.

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  • Many real estate investment firms still rely on outdated payment methods—a mix of spreadsheets, wire transfers, and physical checks that quickly become problematic as investor numbers grow. The most concerning risk? The "all or nothing" nature of NACHA file submissions. As our Chief of Staff, Jay, notes, "If you input errors into a NACHA file, the payments all fail together." A single mistake can delay distributions to all investors. Automated ACH systems address these challenges through: 🔄 Integrated waterfall calculations that reduce manual data entry errors 📊 Streamlined file creation that saves time and reduces file-wide failure risk 🔐 Error detection that isolates issues on a per-client basis Our analysis shows automated systems maintain efficiency whether you're managing 20 investors or 2,000—ensuring timely, accurate payments that enhance relationships rather than strain them. See the complete comparison of manual processes versus automated ACH systems. Full breakdown in comments.

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  • The Florida Middle-Market Multifamily Forum is almost here! Come meet the InvestNext team next week and see how you can join 1,600+ GPs who stopped wasting time on manual investment management and invested in trust, transparency, and lasting partnerships with their LPs. See you in Miami!

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  • March 17th is approaching fast—is your K-1 distribution process ready? ⏰ The Tax Foundation reports that tax compliance now costs the U.S. economy over $546 billion annually. For real estate investment firms, inefficient K-1 processes add unnecessary burden to both your operations and your investors' experience. When tax documents are delayed or contain errors, they don't just create administrative headaches—they damage valuable investor relationships. Consider these critical points: 🔄 Businesses spend an average of 105 hours completing just their main tax forms 📊 Americans will spend 7.9 billion hours on tax compliance in 2024 💻 Modern systems can process and deliver tax documents in minutes rather than weeks The strongest firms recognize that tax season efficiency directly impacts investor confidence and future capital raises. Download our exclusive 2025 K-1 Tax Season Checklist to transform your process from a liability into a competitive advantage. Link in comments.

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  • While financial institutions have standardized verification processes, real estate sponsors often navigate a complex regulatory landscape with limited guidance and resources. This uncertainty creates unnecessary risk for both sponsors and investors. The most forward-thinking firms are implementing integrated verification systems that provide: 1️⃣ Comprehensive screening across 10,000+ global databases 2️⃣ Camera-based verification instead of cumbersome residence questions 3️⃣ Seamless investor experiences that maintain deal momentum "During the KYC check, the investor provides sensitive information. Having to switch between systems to do this reduces the feeling of trust and safety during a time when the investor should feel extra secure," notes Liva Lagestrand, Senior Product Manager at InvestNext. With regulatory requirements evolving rapidly, the question isn't whether verification will become standard practice — it's whether your firm will be prepared when it does. Discover how integrated verification systems are reshaping investor relationships. Complete analysis in comments.

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Funding

InvestNext 3 total rounds

Last Round

Series B

US$ 15.0M

Investors

Beringea
See more info on crunchbase