InvestNext, a Detroit-based real estate investment management platform, announced the completion of its $15 million Series B funding round. This funding, led by Beringea, is part of a strategic move to evolve and expand the platform to help firms address the increasing regulatory complexities and investor demands.
InvestNext is a leading solution for real estate investment professionals to raise and manage capital more efficiently. And this 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 founding, 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 1,600+ GP clients, helping them manage over 70,000 global investors across 105,000 active investments. The company also has an industry-leading 96% customer retention rate, showing its dedication to providing exceptional value and building long-term relationships with its clients. Co-founders Kevin Heras, Michael Gisi, and Matthew Attou have always held a firm belief that stable and scalable growth is essential to their path forward, a perspective that greatly impacted their approach to raising Series B.
InvestNext’s partnership with Beringea also signals an important milestone in its journey, but its focus remains the same. As a product-centric company, InvestNext is determined to build the most compliant and secure investment management platform, equipping clients to face challenges like increased regulatory scrutiny in real estate head-on.
With this new funding round, InvestNext will expand its platform capabilities, introducing new tools to help GPs navigate compliance, capital raising, and investor engagement more efficiently. And the company remains committed to delivering exceptional support while building a future-proof platform that empowers real estate investment firms to scale with confidence.
KEY QUOTES:
“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. 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.”
- Kevin Heras, Co-Founder and CEO of InvestNext
“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.”
- Co-founder and Chief Product Officer Matthew Attou
“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. 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.”
- Ben Bernstein, Principal at Beringea and incoming InvestNext board director
“With a strong team and best in class product, we are confident they will continue to drive growth and disruption in the industry.”
- Shayn Diamond, Partner
