Your Alternative Investment Portfolio, Always Healthy and On Track

Beyond Invest is your AI portfolio guardian — protecting your cash flows, monitoring risks, and keeping you on pace to hit your passive income goals

Transform private lending anxiety into confident certainty. Know exactly where you stand, catch problems before they cost you, and achieve your income goals with precision.

Trusted by private lenders who demand certainty in their cash flows

Why Private Lenders Lose Sleep at Night

You've built a portfolio, but you're constantly wondering: "Am I on track? Did that payment come in? What if something goes wrong?"

Missing Payments Go Unnoticed

You realize a borrower stopped paying three weeks too late, costing you thousands in lost time

No Idea If You're Hitting Goals

You wanted $5,000/month in passive income but have no clue if you're actually on track to get there

Surprises Kill Deals

Balloon payments sneak up, borrowers disappear, and you're always reacting instead of staying ahead

Your AI Portfolio Guardian Never Sleeps

Beyond Invest delivers three critical outcomes that turn private lending from stressful to systematic

Instant Clarity on Your Investments
See exactly how your portfolio is performing at any moment. No more wondering if things are going well — you'll know instantly when attention is needed.
Hit Your Income Targets Every Time
Set your passive income target and stay on course automatically. Never again wonder if you're building the financial future you planned.
Stay Three Steps Ahead
Spot problems before they become crises. Get early warnings about everything that matters, so you're always prepared instead of scrambling to react.

Built for Lenders Who Demand Certainty

Experience the confidence that comes from knowing your investments are monitored, optimized, and protected 24/7

Private Lenders Who Want Peace of Mind

Sleep soundly knowing your investments are performing exactly as planned, with early warnings when they're not

  • • Automatic payment monitoring
  • • Early problem detection
  • • Income goal achievement
  • • Continuous portfolio oversight

Note Investors Who Need Control

Make decisions with complete confidence, knowing exactly how each investment contributes to your financial future

  • • Complete portfolio visibility
  • • Predictive risk insights
  • • Progress toward goals
  • • Intelligent opportunity alerts

Trusted by Lenders Who Sleep Better at Night

Private Lenders
Note Investors
Portfolio Guardians

Never Wonder About Your Portfolio Health Again

Join lenders who traded stress and spreadsheets for confidence and clarity. Your AI portfolio guardian starts working the moment you set your first goal.

Set your goal in 30 seconds • AI monitoring starts immediately • Sleep better tonight