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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Automating real estate fundraising, portfolio reporting, and investor relations is essential for enhancing firm performance and ensuring investor satisfaction. By offering your investors around-the-clock access to their investment details, including contributions, distributions, reports, and K-1 forms, you create a seamless experience with a single login. Your team deserves investment management software that sparks enthusiasm, and our intuitive design simplifies processes, allowing quicker onboarding and faster results, which ultimately leads to delighted investors. With native integrations and synchronized workflows, commercial real estate syndicators truly experience the benefits of automation. The software is equipped with just the right features, enabling deal sponsors to efficiently complete tasks and address investor needs before moving on to their next priorities. We pride ourselves on our commitment to developing investment management solutions for real estate syndicators, and our software is utilized daily by stakeholders for managing and operating their assets while providing us with invaluable feedback for continuous improvement. This ongoing dialogue ensures that our product evolves in line with user needs and market trends.

Description

You can fundraise more effectively when you have a complete view of your progress. InvestNext's CRM is designed to help you prioritize your most promising investors. Automate and digitally execute subscription agreements and investor accreditations. InvestNext's online publishing platform allows you to create professional, modern offering pages. All your investment data can be viewed in one place. You can manage investment ownership, transactions, capital accounts and display automatically calculated investment KPIs. InvestNext is your investment system of choice. Automate and consolidate the calculation of your investment waterfall. InvestNext makes it easy to mirror your operating agreement's waterfall rules without the need for Excel. Predefined templates allow you to easily model waterfalls such as pro-rata, preferred return, IRR, splits and so on.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Vyzer No 

Integrations

Vyzer Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$55 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

GroundBreaker

Founded

2016

Country

United States

Website

groundbreaker.co

Vendor Details

Company Name

InvestNext

Country

United States

Website

www.investnext.com/features/

Product Features

Commercial Real Estate

Brand Management No 
CRM Yes 
Cash Flow Analysis No 
Critical Date Alerts No 
Deal Management Yes 
For Appraisers No 
For Brokers No 
For Investors Yes 
For Property Managers No 
Portfolio Management Yes 
Strategic Planning No 

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