at Financial Technnology Year
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InvestNext Platform from InvestNext
Fundraising automation, deal and fund management, investor portals, capital call tracking, compliance, digital document signing, distribution management, and portfolio analytics for VC operations.
Product analysis by function
VC Firm Management Software for Operations and Finance
Integrated solutions for managing the venture capital firm's operations, including workflow management, team collaboration, and resource allocation.
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Fund & Deal Management
(10 Yes /10 Known /10 Possible features)
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Deal Pipeline Visualization Graphical depiction of deal flow from sourcing through closing and exit. |
InvestNext provides pipeline tracking/visualization as part of deal and fund management. | |
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Customizable Deal Stages Ability to configure and rename stages to match specific VC processes. |
Marketing materials and VC customer references confirm deal stage customization. | |
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Automated Document Collection Automatically gathers all documentation relevant to a deal at each stage. |
Described as supporting document collection at every deal stage including automated retrieval. | |
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Portfolio Company Profiles Centralized and customizable company profiles tracking performance metrics and documents. |
Portfolio company profiles and dashboards are core to the platform. | |
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Fund Performance Tracking Monitors IRR, DPI, TVPI, and other key fund performance metrics. |
The platform tracks fund metrics such as IRR and performance KPIs. | |
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Valuation Management Tracks and updates portfolio company valuations according to market or internal assessments. |
Features include portfolio valuation tracking and management. | |
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Investment Cap Table Tracking Monitors detailed capitalization tables across deals and funds. |
Supports detailed cap table management and tracking. | |
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Multi-Fund Support Handles data and tracks performance metrics for multiple funds. |
Multi-fund management is offered and described on the platform website. | |
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Co-Investment Tracking Allows for tracking and reporting on co-investment deals alongside main fund investments. |
Co-investment deals feature is present, allowing tracking alongside primary fund investments. | |
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Lead Tracking System for managing inbound and outbound deal leads. |
Lead/deal tracking is a standard feature of InvestNext’s VC software. |
Workflow & Task Management
(1 Yes /1 Known /10 Possible features)
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Automated Task Assignment Dynamically assigns tasks based on role, stage, or workload. |
No information available | |
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Custom Workflow Automation Enables creation of bespoke workflows for unique operational needs. |
No information available | |
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Calendar Integration Synchronizes with major calendar platforms for meetings and deadlines. |
No information available | |
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Deadline Reminders Automated notifications for approaching tasks and milestones. |
No information available | |
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Bulk Task Editing Edit or update multiple tasks simultaneously for efficiency. |
No information available | |
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Gantt Chart Visualization Visual project tracking using Gantt charts. |
No information available | |
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Dependency Tracking Tracks dependencies between tasks and flags bottlenecks. |
No information available | |
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Recurring Task Scheduling Supports scheduled tasks for routine processes. |
No information available | |
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Approval Workflows Multi-level approval processes for expenditures or investment decisions. |
No information available | |
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Real-time Collaboration Tools Supports multi-user updating, commenting, and notifications in real-time. |
Collaborative platform with notifications and real-time updates for deal teams. |
Team Collaboration & Communication
(3 Yes /3 Known /10 Possible features)
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Built-In Messaging Enables direct messaging and group discussions within the platform. |
No information available | |
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Integration with Email Clients Synchronizes discussions and tasks with email platforms (e.g., Outlook, Gmail). |
No information available | |
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Video Conferencing Integration Facilitates online meetings with embedded Zoom or Teams integration. |
No information available | |
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Shared Document Editing Allows real-time collaborative editing of files and presentations. |
No information available | |
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Commenting and Mentions Supports context-based comments and user mentions in documents. |
No information available | |
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Notifications and Alerts Real-time notifications for messages, changes, and deadlines. |
InvestNext offers real-time notifications for messages and workflow reminders. | |
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Calendar Sharing Team-wide access to shared calendars and schedules. |
No information available | |
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Knowledge Base/Wiki Central repository for institutional knowledge and best practices. |
No information available | |
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Granular Permission Controls Customizable access permissions by document or deal. |
Granular access and permission controls outlined for deal and LP documents. | |
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Activity Log/History Logs all user activities and changes for audit trails. |
Audit trails, activity histories, and logs are referenced under compliance features. |
CRM & Relationship Management
(5 Yes /5 Known /10 Possible features)
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Contact Management Centralized contact records with custom fields and relationship mapping. |
InvestNext has dedicated contact management/CRM features for VC. | |
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Interaction Tracking Logs meetings, calls, and emails for all key stakeholders. |
Interaction tracking, including calls, emails, and meetings is part of investor & company management. | |
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Automated Follow-Ups Systematically schedules and reminds follow-up communications. |
No information available | |
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Sender/Recipient Tagging Tags parties in correspondence for easier filtering and analysis. |
No information available | |
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Bulk Email Capability Send group communications to LPs or other stakeholders. |
Platform supports mass communications and custom emails to LPs/stakeholders. | |
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Deal Flow Analytics Analyzes sources of deals, conversion rates, and relationship insights. |
Deal flow analytics included in reporting/analytics suite. | |
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Relationship Timeline Chronological view of all interactions with a person or entity. |
No information available | |
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Automated Data Enrichment Augments contact info with data from linked sources (e.g., LinkedIn). |
No information available | |
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Event Management Tracks VC-hosted events, meeting RSVPs, and attendee lists. |
No information available | |
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Reporting for LP Updates Generates tailored communications and reports for Limited Partners. |
Reporting engine supports tailored LP updates and reports. |
Reporting & Analytics
(5 Yes /5 Known /10 Possible features)
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Custom Report Builder Facilitates creation of custom dashboards and reports. |
Custom report/dashboard builder highlighted in documentation. | |
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Pre-Built Report Templates Includes templates for common VC reports (LP updates, quarterly, annual). |
Standard/pre-built report templates available for LP and fund reporting. | |
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Data Visualization Tools Graphical representation of performance metrics and trends. |
Data visualization dashboards provided for KPIs and fund metrics. | |
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Scheduled Report Distribution Automatically emails or shares reports with stakeholders at set intervals. |
No information available | |
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Export Options Supports data export in various formats (Excel, PDF, CSV). |
Supported export formats include Excel, PDF, and CSV. | |
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Real-Time KPI Tracking Live dashboard for major fund and portfolio metrics. |
Live dashboards and real-time KPI tracking are standard VC/fund features. | |
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Historical Data Analysis Trends and growth analyses over time for deals/funds. |
No information available | |
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Scenario Analysis Projects outcomes based on hypothetical deal or fund changes. |
No information available | |
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Benchmarking Tools Compares performance against industry standards or custom metrics. |
No information available | |
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Drill-Down Analytics Enables users to explore underlying data for each KPI. |
No information available |
LP (Limited Partner) Management
(9 Yes /9 Known /10 Possible features)
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LP Portal Secure online interface for LPs to view investment information and reports. |
InvestNext has secure LP portals for document and investment access. | |
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Commitment Tracking Tracks LP commitments, capital calls, and distributions. |
Commitment tracking and capital call monitoring are major use cases. | |
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Automated Capital Call Notices Notifies LPs of capital calls, calculates pro-rata shares. |
Automated capital call notices and calculations highlighted in feature list. | |
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Distribution Management Handles payments and notifications regarding distributions to LPs. |
Distribution management (incl. notifications and payments) is a primary feature. | |
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Document Vault Repository for K-1s, investment statements, and other LP documents. |
Document vault facility for investor docs, statements and K-1s is clearly described. | |
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Performance Reporting for LPs Custom views and reports tailored to LP requirements. |
Performance reporting tailored for LPs (custom views, permissioning, etc.). | |
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E-signature Integration Allows LPs to execute documents electronically. |
E-signature workflows are offered for document execution. | |
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Access Control for LPs Customizable access privileges for individual LPs or LP groups. |
Role-based and custom access controls are available for LP/GP use. | |
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Individualized Communication Logs Stores history of communications with each LP. |
No information available | |
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Multi-currency Support Tracks commitments and transactions in diverse currencies. |
Supports tracking of multi-currency commitments and transactions. |
Financial Operations & Accounting
(8 Yes /8 Known /10 Possible features)
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General Ledger Integration Integrates with GL/accounting software for seamless financial tracking. |
GL/accounting integrations referenced, including QuickBooks and Xero. | |
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Automated Reconciliation Matches transactions against bank/investment records automatically. |
No information available | |
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Expense Tracking Tracks and categorizes all firm-related and fund-related expenses. |
Expense tracking covered as a fund administration feature. | |
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Invoice Management Manages receivables, payables, and invoices for vendors and portfolio companies. |
Invoice management for payables/receivables present in the accounting module. | |
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Audit Trail Reporting Maintains immutable logs for all financial transactions/actions. |
Audit trail and compliance reporting built into the platform. | |
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Bank Feed Integration Direct feeds from bank accounts for real-time transaction data. |
No information available | |
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Custom Chart of Accounts Flexible configuration of GL accounts to match organizational requirements. |
Supports custom chart of accounts for flexible fund accounting. | |
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Multi-entity Accounting Handles books for multiple entities/funds in one platform. |
Multi-entity fund accounting promoted for complex structures. | |
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Automated Payments Facilitates batch payment processing to vendors or LPs. |
Automated payment processing (ACH, wires) for vendor and investor payments. | |
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Budgeting & Forecasting Tools Enables creation and monitoring of budgets at various levels. |
Fund and firm budgeting & forecasting features listed. |
Compliance & Security
(5 Yes /5 Known /10 Possible features)
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Role-Based Access Control Granular user permissions based on job roles and groups. |
Role-based access control is emphasized in security and administration. | |
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Data Encryption at Rest/Transit Protects sensitive information using industry-standard encryption. |
Mentions data encryption in documentation and security feature lists. | |
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Audit Logging Comprehensive tracking of user activity and data access. |
Comprehensive audit/user logging built-in for compliance reviews. | |
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Regulatory Reporting Tools Automates processes to meet SEC, AIFMD, and other regulatory requirements. |
No information available | |
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GDPR/CCPA Compliance Features to manage and demonstrate data privacy compliance for global regulations. |
References GDPR compliance in privacy and security documentation. | |
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Document Retention Policies Automated enforcement of document retention and deletion cycles. |
No information available | |
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SSO & 2FA Support Enforces secure login using single sign-on and two-factor authentication. |
Supports SSO and two-factor authentication as security features. | |
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Password Policy Enforcement Ensures users comply with best-practice password management. |
No information available | |
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Incident Response Logging Tracks and documents security or compliance incidents. |
No information available | |
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Automated Compliance Checks Detects and flags potential breaches of compliance in real time. |
No information available |
Integrations & API Connectivity
(6 Yes /6 Known /10 Possible features)
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Pre-Built Integrations Ready-made connectors for industry-leading CRMs, ERPs, and accounting systems. |
Pre-built integrations with leading CRMs and accounting platforms are highlighted. | |
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REST API Access Comprehensive developer access to all system endpoints. |
REST API is documented as available for developer integrations. | |
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Webhooks Event-based notification system for integrating with other apps. |
No information available | |
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Custom Integration Toolkit Resources and documentation for building custom connectors. |
No information available | |
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Mobile App Integration Support for iOS/Android companion apps. |
Mobile access is supported via mobile-friendly portal, plus mention of companion apps. | |
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Data Import/Export Tools Facilitates migration of data into or out of the platform. |
Handles data import/export for migration and ongoing management. | |
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Scheduling of Data Syncs Configurable frequency for synchronous/asynchronous data updates. |
No information available | |
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Single Sign-On (SSO) Integration Central user authentication via existing SSO providers. |
Supports SSO with enterprise authentication providers. | |
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Third-Party Data Feeds Automatic import of market, financial, or news data from third-party providers. |
Receives automatic third-party market/news data feeds per solutions page. | |
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Customizable API Rate Limits Set rate limits for API requests. |
No information available |
Data Storage, Import & Migration
(5 Yes /5 Known /10 Possible features)
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Cloud-Based Storage All data securely stored in a managed, scalable cloud environment. |
All client data is stored in encrypted cloud environments. | |
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Bulk Import Tools Efficiently upload historical data and documents in bulk. |
Bulk import tools for historical data included, esp. for new client onboarding. | |
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Data Deduplication Prevents creation of duplicate records upon import or entry. |
No information available | |
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Migration Support Services Technical support for onboarding from legacy systems. |
Migration/onboarding support services mentioned on InvestNext’s solutions page. | |
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Automated Backups Regular, scheduled backups of all stored information. |
Automated scheduled backups are included in the platform. | |
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Storage Capacity Total data storage available per account. |
No information available | |
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Version Control Keeps historical versions of documents and data entries. |
No information available | |
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Secure Data Erasure Certifies deletion of sensitive data as per regulatory standards. |
No information available | |
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Data Import Validation Checks for integrity, completeness, and format of imported data. |
Platform runs data validation checks during import processes. | |
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Role-Based Data Access for Storage Limits data access based on user function/role. |
No information available |
Usability & Customization
(6 Yes /6 Known /10 Possible features)
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Customizable Dashboards Users can tailor dashboards to preferred layouts and metrics. |
Dashboards are customizable per user/team. | |
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Theme/Brand Customization Adapt look and feel to firm branding guidelines. |
Visual and theme customization supported for client branding. | |
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Workflow Customization Adapt processes and approvals to firm preferences. |
Workflows and automation configurable to fit firm processes. | |
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User Training Resources Access to documentation, videos, and onboarding materials. |
User onboarding guides, documentation and videos are available. | |
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Role-Based Interfaces User experiences tailored to job responsibilities. |
No information available | |
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Multi-Language Support Packages localized for global teams. |
No information available | |
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Performance SLAs Guaranteed minimum performance metrics (e.g., response times). |
No information available | |
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Mobile-Friendly Interface Optimized user experience on smartphones and tablets. |
Platform is mobile-friendly and offers a responsive interface. | |
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Accessibility Features Compliance with WCAG ADA accessibility standards. |
No information available | |
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In-App Support On-demand help and live chat for users from within the platform. |
In-app support, chat, and helpdesk resources highlighted in customer materials. |
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