InvestNext
PrivateLast Round
Series B
Feb 7, 2025
Total Funding Raised
$28.15M
Company Overview
InvestNext operates in FinTech and is based in Detroit, Michigan. Its latest recorded funding round was a Series B round in February 2025.
InvestNext is a financial software company that provides an investment management platform for real estate sponsors to streamline capital raising, investor relations, and fund administration.
Sector
FinTech
Verticals
Investment Platforms, Property Investment, Vertical SaaS, Wealth Management, CRM
Business Model
B2B
Customer Profile
Subscription SaaS, Payment Processing Fee
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
InvestNext Comparables
Compare InvestNext with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Cash Flow Portal | 91% | |
| SponsorCloud | 89% | |
| Agora | 89% |
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InvestNext Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Feb 7, 2025 | ||||
| Series A | Mar 27, 2023 | ||||
| Seed | Oct 7, 2021 | ||||
| Seed | Feb 24, 2021 |
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Key People
Founding team and executive leadership
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InvestNext Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Grand Ventures | Seed, Series A |
| Invest Detroit | Seed |
| Beringea | Series B |
| Ludlow Ventures | Seed |
| Hyde Park Venture Partners | Series A, Seed |
| Whitecap Venture Partners | Seed, Series B, Series A |
| ID Ventures | Series A, Seed |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Jan 13, 2026
Added Impact Equity LLC, a real estate investment startup.
- Apr 6, 2025
Added Pasago, an investment management startup, as a customer.
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Recent news
Latest coverage and updates
- attends_eventAug 13, 2026
InvestNext, Inc. is named Investment Management Platform of the Year by the PropTech Breakthrough Awards for the second consecutive year.
- recognized_asAug 13, 2026
For the second consecutive year, InvestNext, Inc. is named Investment Management Platform of the Year by the PropTech Breakthrough Awards in 2026.
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InvestNext Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about InvestNext's valuation, stock price, and market status.
Is InvestNext a public or private company?
InvestNext is a private company.
What is the current stock price of InvestNext?
InvestNext is a private company, so its shares have no public market price. Caplight tracks InvestNext's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is InvestNext worth (valuation)?
Valuation information for InvestNext is not publicly available.
Can I buy InvestNext stock?
InvestNext shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was InvestNext's last funding round?
InvestNext's most recent funding round was Series B on February 7, 2025.
Who are the main investors in InvestNext?
Key investors in InvestNext include Beringea, Hyde Park Venture Partners, Whitecap Venture Partners, Detroit Venture Partners.
Will InvestNext IPO soon?
No public IPO plans have been announced for InvestNext.
How can I track InvestNext secondary market activity?
Caplight tracks bids, offers, and trades in InvestNext's shares on secondary markets.