Maximize returns, exceed investor expectations, and work efficiently with AppFolio Investment Manager.

Features

Investor Portal

A digital portal you provide to your investors that strengthens your brand and provides them with on-demand information and metrics.

• Give your investors access to:
• Real-time investment data and dashboard views
• Downloadable documents including K-1s and reports
• Upcoming projects to invest in
• Easy to read performance metrics
• Track contributions & distributions
• Submit ACH contributions
• Verify their accreditation status
• Optional mobile app for on-the-go views

Investment Management

Automate your internal investment operations while adding an extra layer of accuracy and security.

• Work efficiently with the industry's leading real estate investment management software:
• Raise capital efficiently
• Share & customize reports
• Send sensitive documents securely
• Send & receive electronic signatures
• Track & share potential deals
• Automate waterfall calculations
• Track, manage, and send distribution payments
• Visualize complex fund structures

Relationship Management

Have a single source of truth that fuels thoughtful transparency for your teams and your investors.

• Designed specifically for investor relations, allowing your team to:
• Review investments at-a-glance
• Assign tasks across your organization
• Review a history of investor interactions
• Keep investors informed
• Accurate & on-demand data to maximize returns
• Manage & track investor interests
• Organize investment documents

Asset Management

AppFolio Alpha automatically visualizes critical property management data, surfaces actionable insights, and enables better decision-making.

• Efficiently optimize your portfolio and eliminate hours in spreadsheets with:
• AI-powered data aggregation & normalization 
• Insights across multiple portfolios and property management solutions
• Error-free asset performance tracking
• Financial-grade security to protect your data
• Accurate & on-demand data to maximize returns

Financial-Grade Security

Your information is incredibly sensitive and requires the best-in-class security measures.

• Have peace of mind that your data is protected:
• AppFolio’s technology is certified by SOC1 Type 2 and SOC2 Type 1 & 2 certifications
• All data is stored in a state-of-the-art data center
• All sensitive information is encrypted
• Logins protected by two factor authentication