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Private Equity, Venture Capital and Real Estate Private Equity
Real Estate General Partners, Finance Leaders, Compliance Officers, and Investor Relations teams for real estate syndicators and fund managers.
The comfort and easy login for all our investors. Great tool for our company to manage all our partners investment.
There are so many features it is hard to get them all put in and to remember where everything should go.
The business support we receive through Vantage is great. They solve any issues very quickly and provide help very quickly as well.
It can be difficult to learn processes to make all parts of the system work together.
Overall, my experience has been outstanding thanks to our Vantage rep.
There is no automated password reset. One must manually change the password for a user.
Over all my experience was fantastic. The system did exactly what I needed it to do and any problems that arose were dealt with quickly and resolved efficiently.
Pulling reports can be difficult occasionally.
InvestNext has been a partner with Gravity Haus since the beginning and scaling with them has worked wonderfully. Support team is very knowledgeable and responsive to any questions.
Lack of customizability within the folders for documents stored on the platform.
InvestNext has been the best to work with and build out several investments within their portal. The investors love the platform and find it easy to use.
There isn't a native integration with our CRM, Hubspot today, but they're working hard on it.
They are super responsive on all fronts. I highly recommend their platform to anyone raising capital for real estate syndications or funds.
No delay delivery option on email communications. This would be helpful for us when we send out reporting.
I like how easy it is to work with and how user friendly it is.
While not its original intention having an Investor CRM is a critical first step.
First Rate Vantage
InvestNext
Top FeaturesFirst Rate Vantage
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InvestNext
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