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The Gold Collar Investor


Mar 21, 2022

In today’s show, Pancham interviews Kevin Heras - CEO and Co-founder of InvestNext.

From a side project to a full-time venture, InvestNext has been modernizing the way real estate syndications and investment firms to raise and manage capital! Kevin is bringing investing to the next level as the software platform is now managing 1600+ syndications and billions of dollars in capital!

Discover what the investment portal has to offer in this episode as he shares its features, benefits to passive investors and active syndicators, and how it makes investing easier! He’ll also share how InvestNext brings the entire transaction in one place, and how it helps establishing trust and good relationship with your investors!

Listen and enjoy the show!

 

Quote:

“It was really cool to build something from the ground up and kind of see that at the early on-stage. So I knew I wanted to do something longer term around building something that solves a problem.”

Timestamped Shownotes:

  • 2:04 - Pancham introduces Kevin to the show
  • 3:35 - His college experience that made an impact on building InvestNext
  • 10:44 - Creating the all-in-one investing experience for passive investors
  • 14:06 - What makes InvestNext different from other investment portals
  • 16:49 - Fully-built dashboard and having full database access to sponsors
  • 19:46 - On integrating your email clients to your profile for easier tracking
  • 22:32 - On building strong customer relationships through InvestNext
  • 28:04 - Taking the Leap Round
  • 28:04 - On investing time and sweat equity in InvestNext
  • 28:38 - Overcoming fears by working with his “what ifs” and doubts
  • 30:41 - His investments that didn’t work out as expected
  • 33:18 - His message to those who hesitate to take a leap
  • 35:21 - How you can connect with Kevin

3 Key Points:

  1. InvestNext is an investment portal wherein both passive investors and active sponsors could see their portfolios and track their active deals in one place.
  2. In building strong customer relationships with investors, InvestNext also provides a system wherein you can easily track conversations and securely transact payments.
  3. Having consistent feedback from possible users could help for potential optimizations which could benefit in developing your product.

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