OHI × InvestNext

Real Estate Capital Management & Investor Relations with InvestNext — Implemented and Operated by OHI

Streamline capital access, investor nurture, fund management, and compliance across your portfolio. OHI partners with InvestNext to deliver a complete capital raise infrastructure tailored to real estate GPs, owners, and funds.

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Focus

Capital lifecycle management

Approach

Relationship-first, compliance-ready

Delivery

Implementation + ongoing IR ops

InvestNext brings your capital lifecycle under one roof — helping GPs drive efficiency without sacrificing personalization. From investor subscriptions and capital calls to distributions, reporting, and compliance, every feature is built to reflect how real relationships raise capital.

1,600+

General Partners

105,000+

Active Investments

99%

Client Retention

Why OHI + InvestNext

Outcomes that matter for real estate capital teams

Built for GPs and fund managers: faster raises, stronger investor relationships, and compliance without friction.

Faster capital raises

Seamless onboarding, subscriptions, and integrated payments turn investor interest into committed capital faster.

Deeper investor relationships

Stay personally connected with every investor — before, during, and after each raise — through portals, CRM, and deal rooms.

Built-in compliance

Investor accreditation, KYC/AML, Blue Sky filings, and K-1 dissemination — integrated without slowing you down.

Precise fund operations

Accurate distributions, custom statements, cap table management, and day-to-day execution at scale.

Flexible fund structures

Support for complex real estate fund structures, waterfall calculations, and multi-entity hierarchies.

Co-managed IR operations

We help run the investor communication cadence, portal administration, reporting packs, and compliance workflows.

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What we set up and run

OHI-managed InvestNext capabilities

From first investor touch to final distribution — configured for your fund structure, compliance needs, and investor experience.

Investor subscriptions

Digital subscription documents, e-signatures, and automated document collection for faster closings.

Capital calls & payments

Integrated payment processing, automated capital call notices, and flexible funding workflows.

Investor portal & CRM

Branded investor portals, CRM integrations, and deal rooms to nurture relationships at every stage.

Distributions & reporting

Custom statements, distribution calculations, and automated reporting packs for investors and stakeholders.

Cap table & fund admin

Accurate cap table management, waterfall modeling, and fund administration support.

Compliance & accreditation

KYC/AML verification, investor accreditation, Blue Sky filings, and K-1 dissemination — all in one place.

Capital lifecycle

From prospect to distribution — how it flows

One step visible at a time. Click Next to see the next step in the workflow.

Step 1 of 7

Current step

Investor prospecting

Capture and qualify investor interest through CRM, deal rooms, and targeted outreach — building a pipeline of committed capital.

Sample outcome

How a real estate GP streamlined investor operations

A representative engagement combining InvestNext configuration with OHI-managed investor relations operations.

Raise velocity

Digital subscriptions and integrated payments reduced time from commitment to funded capital.

Automated document collection and e-signatures eliminated manual back-and-forth, improving close rates.

Compliance confidence

Integrated KYC/AML and accreditation workflows reduced regulatory risk and audit preparation time.

Blue Sky filings and K-1 dissemination became systematic, traceable, and repeatable across every raise.

Investor experience

Branded portals and proactive communication strengthened LP relationships and referral rates.

Transparent reporting and self-service access to statements and distributions improved satisfaction scores.

FAQs

Your questions, answered

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No. We can support a new InvestNext implementation or optimize an existing environment. We start with a capital operations and investor relations assessment and build a pragmatic rollout plan.

OHI can administer investor portals, manage CRM data, coordinate capital calls and distributions, and handle reporting packs — while your team owns investment strategy, final approvals, and LP relationships.

Yes. We help configure InvestNext for multi-entity hierarchies, waterfall calculations, and flexible fund structures that match how your portfolio is organized and capital is deployed.

We implement KYC/AML verification, investor accreditation checks, Blue Sky filings, and K-1 dissemination workflows — all integrated within InvestNext to reduce risk and administrative burden.

Timing depends on scope (fund structures, integrations, compliance needs, investor count). Most teams start with a phased rollout: core portal and subscriptions first, then expand to distributions, reporting, and advanced compliance.

Yes. We help configure integrations with your CRM, GL, and other operational sources so investor data, capital activity, and reporting remain synchronized across your tech stack.

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