InvestNext Overview

  • Year Founded
  • 2016

Year Founded

  • Status
  • Private

  • Employees
  • 62

Employees

  • Latest Deal Type
  • Series B

  • Latest Deal Amount
  • $15M

  • Investors
  • 11

InvestNext General Information

Description

Developer of investment management platform designed to share documents, send updates, and capture investment intent in a centralized hub. The company's platform features the ability to streamline administrative processes and manage customer relationship management and offers risk assessment, reporting, fundraising, digitizing client onboarding services, and real-time insights for optimized decision-making, enabling businesses to operate provide transparency to their investors, and reduce administrative overheads.

Contact Information

Formerly Known As
MG3 Software
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 1420 Washington Boulevard
  • Suite 301
  • Detroit, MI 48226
  • United States
Primary Industry
Financial Software
Corporate Office
  • 1420 Washington Boulevard
  • Suite 301
  • Detroit, MI 48226
  • United States

InvestNext Timeline

2023202420252026
Financing RoundCaptured Employee CountEstimated Employee Growth

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InvestNext Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Later Stage VC (Series B) 07-Feb-2025 $15M Completed Generating Revenue
3. Later Stage VC (Series A) 20-Apr-2023 Completed Generating Revenue
2. Seed Round 16-Sep-2021 $4.3M $4.9M Completed Generating Revenue
1. Seed Round 08-Jan-2021 $600K $600K Completed Generating Revenue
To view InvestNext’s complete valuation and funding history, request access »

InvestNext Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Series B
Series A
Seed-2 9,528,439 $0.000100 5% $0.45 $0.45 1x $0.45 13.52%
Seed 3,891,049 $0.000100 5% $0.15 $0.15 1x $0.15 5.52%
To view InvestNext’s complete cap table history, request access »

VC Exit Predictor

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Opportunity Score

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Exit Type

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InvestNext Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of investment management platform designed to share documents, send updates, and capture investment intent in
Financial Software
Detroit, MI
62 As of 2026

West Boxford, MA
 

Knoxville, TN
 
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InvestNext Competitors (7)

One of InvestNext’s 7 competitors is Propertybase, a Private Equity-Backed company based in West Boxford, MA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Propertybase Private Equity-Backed West Boxford, MA
Anyone Home Private Equity-Backed Knoxville, TN
iFunding Formerly VC-backed New York, NY
Juniper Square Venture Capital-Backed San Francisco, CA
Realvolve Venture Capital-Backed Greenwood Village, CO
You’re viewing 5 of 7 competitors. Get the full list »

InvestNext Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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InvestNext Investors (11)

Investor Name Investor Type Holding Investor Since Participating Rounds
Beringea Venture Capital Minority
Venture For Good Venture Capital Minority
Grand Ventures Venture Capital Minority
Hyde Park Venture Partners Venture Capital Minority
iD Ventures America Venture Capital Minority
You’re viewing 5 of 11 investors. Get the full list »

InvestNext FAQs

  • When was InvestNext founded?

    InvestNext was founded in 2016.

  • Where is InvestNext headquartered?

    InvestNext is headquartered in Detroit, MI.

  • What is the size of InvestNext?

    InvestNext has 62 total employees.

  • What industry is InvestNext in?

    InvestNext’s primary industry is Financial Software.

  • Is InvestNext a private or public company?

    InvestNext is a Private company.

  • What is the current valuation of InvestNext?

    The current valuation of InvestNext is .

  • What is InvestNext’s current revenue?

    The current revenue for InvestNext is .

  • How much funding has InvestNext raised over time?

    InvestNext has raised $28.1M.

  • Who are InvestNext’s investors?

    Beringea, Venture For Good, Grand Ventures, Hyde Park Venture Partners, and iD Ventures America are 5 of 11 investors who have invested in InvestNext.

  • Who are InvestNext’s competitors?

    Propertybase, Anyone Home, iFunding, Juniper Square, and Realvolve are some of the 7 competitors of InvestNext.

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