InvestNext raises $15m funding to drive operational excellence in real estate investment management

InvestNext, a Detroit-based real estate investment management platform, has secured $15 million Series B funding round. The investment, led by Beringea, is part of a strategic move to evolve and expand the platform to help firms navigate increasing regulatory complexities and investor demands.

"Amid increasing regulatory scrutiny and a real estate capital market that is more accessible than ever, it is crucial for firms to be equipped to scale efficiently, adapt to a growing base of sophisticated LPs and capital partners, and navigate risk while maintaining compliance with the SEC and other regulatory frameworks," said Kevin Heras, Co-founder and CEO of InvestNext. "This funding enables us to continue building the connected platform for real estate private capital and deliver the same level of access and transparency to private real estate markets that investors have in public markets."

InvestNext is the leading solution for real estate investment professionals to raise and manage capital more efficiently. The platform is designed to expedite capital raising and ensure greater accuracy in the work of General Partners, Finance Leaders, Compliance Officers, and Investor Relations teams. Since its inception, InvestNext has focused on building fully digital solutions to the most complex and nuanced workflows in real estate investing, including investor subscription documentation and accreditation, secure payments, waterfall distributions, automated cap table management, and K-1 disseminations.

With personnel across the US and Canada, InvestNext has over 1,600 GP clients, helping them manage over 70,000 global investors across 105,000 active investments. The company also boasts an industry-leading 96% customer retention rate, showing their dedication to providing exceptional value and building long-term relationships with their clients.

Despite the numerous challenges in tech and real estate over the last several years, InvestNext has continued to deliver consistent growth and exceptional retention, making it a top performer in the tech sector.

"Many clients choose InvestNext not only because of our product, but also because they align with our values and operational principles. It was incredibly important to us that we align with our investors the same way – and we feel like we've been able to do that with this Series B," said Matthew Attou, Co-founder and Chief Product Officer at InvestNext.

InvestNext's partnership with Beringea signals an important milestone in their journey, but their focus remains the same. As a product-centric company, InvestNext is determined to build the most compliant and secure investment management platform on the market, equipping clients to meet challenges like increased regulatory scrutiny in real estate head on.

"The InvestNext platform is not just innovative - it's empowering key stakeholders like general partners, finance leaders, compliance officers, and investor relations teams to work more efficiently and develop stronger ties with their investors," said Ben Bernstein, Principal at Beringea and incoming InvestNext Board Director. "That's the kind of transformational solution we're excited to support as it scales to meet increasing demand in the real estate investing space."

InvestNext's success is a testament to their commitment to transparency, innovation, and solving the most critical challenges in real estate investment management. With this new funding, InvestNext will expand its platform capabilities, introducing new tools to help GPs navigate compliance, capital raising, and investor engagement with greater efficiency. The company remains committed to delivering exceptional support while building a future-proof platform that empowers real estate investment firms to scale with confidence.

www.investnext.com

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