InvestNext Pricing
Every InvestNext plan with its monthly and annual price, what it costs for common team sizes, and a calculator to estimate your own monthly cost before you buy.
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Plans and prices
| Plan | Monthly billing | Annual billing (per month) | Per user or flat | Users | Free tier |
|---|---|---|---|---|---|
| Base | Contact sales | Contact sales | — | No limit listed | No |
| Pro | Contact sales | Contact sales | — | No limit listed | No |
Prices last updated November 2026.
What each InvestNext plan includes
Base
- Transact business accounts
- One-click distributions and payments
- Custom investor portal and investor CRM
- Investor reporting, documents, and K-1s
- Fundraising automation and data room analytics
- Waterfalls for side letters and multiple classes
- Annual plan on a 12-month agreement, priced by equity under management band
Pro
- Everything in Base
- Free ACH transactions
- Advanced Zapier connections
- White-glove waterfall setup
- InvestNext MCP connector for AI tools
What InvestNext costs by team size
| Team size | 1 user | 5 users | 10 users | 25 users | 50 users |
|---|---|---|---|---|---|
| Monthly cost | Contact for pricing | Contact for pricing | Contact for pricing | Contact for pricing | Contact for pricing |
The plan that fits each team size, billed monthly, before add-ons and usage charges.
Add-ons
| Add-on | Monthly billing | Annual billing (per month) | Charged |
|---|---|---|---|
| Accreditation verificationVerifies investor accreditation, available on both plans. | Not listed | Not listed | Per unit |
| Custom portal domainServes the investor portal on your own domain. | Not listed | Not listed | Flat |
| KYC/AML verificationIdentity and anti-money-laundering checks, available on both plans. | Not listed | Not listed | Per unit |
| Onboarding and data migrationA one-time setup fee that varies by plan and services, quoted upfront. | Not listed | Not listed | Flat |
Usage pricing
| Metric | Plan | Included per month | Price after that |
|---|---|---|---|
| ACH payment fee (0.03% of the amount, capped at $25) | Base | None | $0.25 per payment |
InvestNext Pricing Calculator
Estimate your team's real monthly and annual cost based on seats, billing cycle, and add-ons.
Cost breakdown
Estimated from the vendor's published prices, last updated November 2026. Actual costs may vary based on negotiated contracts. How we collect prices
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Use this estimate to align with your team, then start a trial or subscription.
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InvestNext pricing FAQs
Plans are annual and priced by your equity under management band. You need a quote, because band prices are not published, and a one-time onboarding fee is added.
On Base, ACH payments cost 0.03% plus 25 cents each, capped at $25. They are free on Pro or with a Transact account.
If your equity under management moves into a new band, the price changes at renewal, not mid-term. You can also upgrade from Base to Pro.
No, InvestNext does not list a free plan, and its plans are priced on request.
Yes. InvestNext sells add-ons on top of its plans: Accreditation verification, Custom portal domain, KYC/AML verification and 1 more. It also charges by usage for ACH payment fee (0.03% of the amount, capped at $25), past what the plan includes.