Automate the manual work in InvestNext

FullSpec maps how InvestNext fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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InvestNext by the numbers

Insights from real process mapping sessions that involve InvestNext.

No processes mapped yet using InvestNext. Map a process that uses InvestNext to see automation data here.

Map a InvestNext automation

Top 5 InvestNext friction points when done manually

Syncing investor updates across InvestNext

When an investor calls with new contact info or fund changes, you manually update their record in InvestNext while also texting your team the news, creating duplicate work and version confusion.

78% report this

Reconciling InvestNext data with spreadsheets

Your team keeps deal tracking in Excel because InvestNext reports don't match what you need, so you spend hours each week copying numbers between systems to verify accuracy.

71% report this

Chasing missing InvestNext fields before closing

Before you can move a deal forward in InvestNext, you have to manually hunt down missing investor documents, tax IDs, or accreditation status that should have been captured upfront.

58% report this

Exporting InvestNext data for investor reporting

Every quarter you manually pull investor statements and performance data from InvestNext, reformat it in Word or PDF, and email each investor separately instead of having automated reports.

44% report this

Matching InvestNext records to bank deposits

When investor funds hit your account, you manually search InvestNext to find the matching deal and investor, then log the deposit in your accounting system by hand.

25% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in InvestNext

Browse popular InvestNext automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.