# InvestNext

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/investnext

- Industry: Software
- Headquarters: Detroit, US
- Website: www.investnext.com
- Total disclosed funding: $27M
- Latest round: Series B (Jan 27, 2025)
- Investors on record: 6

## About

InvestNext, Inc, based in the US, develops advanced solutions for fund management, focusing on streamlining capital raising processes for real estate funds and syndicates through innovative technology.InvestNext, Inc is a technology company headquartered in Detroit, US, specializing in the development of investment management platforms for real estate funds. The company was founded in 2016 by Kevin Heras, Matthew Attou, and Michael Gisi. In January 2025, InvestNext raised USD 14.8 mn in Series B funding, led by Beringea Private Equity, with participation from Whitecap Venture Partners. This financing brings the total amount raised by the company to USD 14.8 mn, with a current valuation of USD 51.51 mn. The firm has completed four deals, demonstrating a steady growth trajectory.InvestNext offers a comprehensive platform designed to streamline capital raising and management for real estate funds and syndicates. Their primary service is an investor portal that facilitates the promotion of new investment offerings, enabling seamless communication with both new and existing investors. Key functionalities include capturing investment intent, managing complex distribution waterfalls, and automating financial management tasks like payments and reporting. The platform’s features also encompass secure login, document sharing, and KYC/AML verification to enhance investor onboarding and compliance. Clients include real estate fund managers and syndicate operators in North America and select international markets.InvestNext generates revenue through a subscription-based model, with various pricing tiers based on service utilization. This model allows real estate firms to access premium functionalities, including enhanced investor management and compliance tools. Revenue is primarily derived from subscription fees, along with potential transaction-based fees linked to processing investor payments and distributions. The investor portal and KYC/AML verification integration are pivotal in driving revenue, appealing to a diverse client base seeking to optimize their capital management.InvestNext plans to leverage its recent funding of USD 14.8 mn from the Series B round to enhance its investment management platform, focusing on key features that support real estate firms in compliance, capital raising, and operational efficiency. The company aims to introduce new product offerings designed to meet evolving market needs by January 2026. Additionally, InvestNext is targeting expansion into new geographic regions, specifically aiming to penetrate more international markets by mid-2026. The funding will bolster their efforts to solidify their position within the competitive landscape of investment management.

## Funding rounds

- Series B, Jan 27, 2025, $15M — Beringea, Whitecap Venture Partners
- Series A, Feb 27, 2023, $8.3M — Whitecap Venture Partners, Detroit Venture Partners, Hyde Park Venture Partners, ID Ventures, Grand Ventures
- Seed, Sep 13, 2021, $4.3M — Whitecap Venture Partners, Detroit Venture Partners, Hyde Park Venture Partners, ID Ventures, Grand Ventures

## Investors

- Whitecap Venture Partners (https://capitalatlas.ai/funds/whitecap-venture-partners) — Seed, Series A, Series B
- Detroit Venture Partners (https://capitalatlas.ai/funds/detroit-venture-partners) — Seed, Series A
- Hyde Park Venture Partners (https://capitalatlas.ai/funds/hyde-park-venture-partners) — Seed, Series A
- ID Ventures (https://capitalatlas.ai/funds/id-ventures) — Seed, Series A
- Grand Ventures — Seed, Series A
- Beringea (https://capitalatlas.ai/funds/beringea) — Series B