AppFolio Investment Management
Modern software for real estate investment managers.
Overview
AppFolio Investment Management is a software solution tailored for the real estate investment sector. It provides an all-in-one platform to manage investor relationships, automate fundraising and capital calls, calculate complex distributions, and provide clear reporting. The system is designed to enhance the investor experience with a professional online portal and to improve operational efficiency for the general partner.
✨ Key Features
- Investor CRM
- Secure Investor Portal
- Automated Capital Calls & Distributions
- Waterfall Calculation Engine
- Fund & Portfolio-Level Reporting
- Document Management
🎯 Key Differentiators
- Ease of use and modern, intuitive interface
- Strong focus on the syndicator and smaller to mid-sized fund manager
- Seamless integration with AppFolio Property Manager for firms that manage their own assets
Unique Value: AppFolio Investment Management simplifies real estate investment management with an intuitive, all-in-one platform that delights investors and streamlines back-office operations.
🎯 Use Cases (4)
✅ Best For
- Streamlining the process of raising capital for a new real estate syndication.
- Providing LPs with a branded, self-service portal to track their investments and access tax documents.
- Automating the calculation and payment of distributions according to complex waterfall agreements.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Investment management outside of real estate
- Large institutional funds with highly complex, global operations
🏆 Alternatives
Like Yardi, its key advantage is the tight integration with its own property management software. Compared to Juniper Square, it often appeals to a similar user base focused on modern design and ease of use, with the choice often coming down to specific feature needs and pricing.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Varies by plan tier)
🔒 Compliance & Security
💰 Pricing
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