InvestNext
Detroit, US · 5 known investors
InvestNext offers a white-label investor portal and deal room software for real estate sponsors and fund managers to raise capital, manage cap tables, automate distribution waterfalls, and share investor reports and tax documents. The platform handles subscription flows, CRM integration, e-signatures, secure funding, and investor communications.
FintechPropTechSaaS
Founders & leadership
KH

Kevin HerasinFounder
MA
MATTHEW ATTOUNamed on SEC filing
KH
KEVIN HERASNamed on SEC filing
MG
MICHAEL GISINamed on SEC filing
KH
KATE HERNANDEZNamed on SEC filing
Board
GT

SD
SHAYN DIAMONDBoard director
Investors · 5
Reported raises · per SEC filings
Form D private placements$27.9M disclosed across 4 rounds · 2021–2025
▶$14.8MraisedJan 2025 · 8 investors · Other Real EstateRule 506(b)
▶$14.8MraisedJan 2025 · 8 investors · Other Real Estate
Rule 506(b)Officers, directors & promoters on the filing
- MATTHEW ATTOUExecutive Officer
- KEVIN HERASExecutive Officer, Director
- GUY TURNERDirector
- MICHAEL GISIExecutive Officer, Director
- SHAYN DIAMONDDirector
- Offering amount
- $15M
- Amount sold
- $14.8M
- First sale
- Jan 2025
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$8.3MraisedMar 2023 · 6 investors · Other Real EstateRule 506(b)
▶$8.3MraisedMar 2023 · 6 investors · Other Real Estate
Rule 506(b)Officers, directors & promoters on the filing
- MICHAEL GISIExecutive Officer, Director
- KATE HERNANDEZDirector
- MATTHEW ATTOUExecutive Officer
- KEVIN HERASExecutive Officer, Director
- Offering amount
- $8.3M
- Amount sold
- $8.3M
- First sale
- Feb 2023
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$4.3MraisedSep 2021 · 6 investors · Other Real EstateRule 506(b)
▶$4.3MraisedSep 2021 · 6 investors · Other Real Estate
Rule 506(b)Officers, directors & promoters on the filing
- MICHAEL GISIExecutive Officer, Director
- KEVIN HERASExecutive Officer, Director
- MATTHEW ATTOUExecutive Officer, Director
- Offering amount
- $4.3M
- Amount sold
- $4.3M
- First sale
- Sep 2021
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$600KraisedJan 2021 · 7 investors · Other Real EstateRule 506(b)
▶$600KraisedJan 2021 · 7 investors · Other Real Estate
Rule 506(b)Officers, directors & promoters on the filing
- MICHAEL GISIExecutive Officer, Director
- MATTHEW ATTOUExecutive Officer, Director
- KEVIN HERASExecutive Officer, Director
- Offering amount
- $600K
- Amount sold
- $600K
- First sale
- Jan 2021
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 5
by search overlapSmartAsset370 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Biggerpockets272 shared keywordsBiggerPockets provides real estate investing tools, including property analysis calculators and property management software, along with a network of investor-friendly agents and vetted service professionals. It also offers educational content through articles, podcasts, videos, and guides, plus a community forum and tiered membership plans for real estate investors.
Intuit®225 shared keywordsIntuit develops financial software products—including TurboTax, Credit Karma, QuickBooks, and Mailchimp—for consumers and small businesses to manage taxes, credit, accounting, and marketing. It serves approximately 100 million customers worldwide.
Realized218 shared keywordsRealized offers a platform focused on 1031 exchange investments, including DST (Delaware Statutory Trust) properties and real estate securities for investors managing property capital gains. It serves investors seeking tax-advantaged real estate investment options under IRC Section 1031.
Gusto188 shared keywordsGusto provides payroll processing, employee benefits administration, and HR management tools to businesses, offering integrated software alongside support services for these functions.
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In the news
Frequently asked questions
- What does InvestNext do?
- InvestNext offers a white-label investor portal and deal room software for real estate sponsors and fund managers to raise capital, manage cap tables, automate distribution waterfalls, and share investor reports and tax documents. The platform handles subscription flows, CRM integration, e-signatures, secure funding, and investor communications.
- Who founded InvestNext?
- InvestNext was founded by Kevin Heras.
- Who are InvestNext's investors?
- InvestNext's investors include Beringea, Grand Ventures, ID Ventures, Whitecap Venture Partners, Hyde Park Venture Partners.
- How much funding has InvestNext raised?
- InvestNext has disclosed $27.9M raised across 4 rounds.
- Where is InvestNext headquartered?
- InvestNext is headquartered in Detroit, US.