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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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.

Description

The presence of varied, unstructured data across multiple formats and sources complicates data assurance, making it a tedious and potentially inaccurate process for your team or external consultants. To combat this, all user-connected raw data is processed through our exclusive Impact Catalyst® engine, which employs a comprehensive seven-step filtration system. This rigorous approach guarantees that your actions are based solely on the most trustworthy data and insights available. Additionally, it assists private organizations in uncovering valuable insights related to healthcare delivery, ultimately leading to enhanced health outcomes for communities. Furthermore, Proof of Impact provides private entities with the tools necessary to discover ways to improve learner results effectively. By leveraging Blockchain technology, we empower these organizations to boost transparency, reliability, and their environmental, social, and governance (ESG) performance. This innovative approach also enables forward-thinking investment firms to align their investments with unconventional financial key performance indicators (KPIs), thereby creating opportunities for generating alpha in the future. Ultimately, our solutions ensure that organizations can navigate the complexities of data while driving meaningful change in their respective fields.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Airtable No 
Amazon S3 No 
Google Cloud Platform No 
Google Sheets No 
Microsoft 365 No 
Microsoft Dynamics 365 No 
QuickBooks Online No 
SAP Business One No 
Salesforce No 
Vyzer Yes 

Integrations

Airtable Yes 
Amazon S3 Yes 
Google Cloud Platform Yes 
Google Sheets Yes 
Microsoft 365 Yes 
Microsoft Dynamics 365 Yes 
QuickBooks Online Yes 
SAP Business One Yes 
Salesforce Yes 
Vyzer No 

Pricing Details

$55 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
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 No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

InvestNext

Country

United States

Website

www.investnext.com/features/

Vendor Details

Company Name

Proof

Founded

2019

Country

United States

Website

proof.io

Product Features

ESG

Activity Dashboard No 
Analytics/Reporting No 
Audit Management No 
Benchmarking No 
Compliance Management No 
Data Visualization No 
Document Management No 
Performance Metrics No 
Risk Assessment No 

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