AppFolio Investment Manager
Raise capital, manage investors, and streamline operations with a modern, all-in-one platform.
Overview
AppFolio Investment Manager is a comprehensive solution designed to help real estate investment managers streamline their operations. It provides tools for capital raising, investor relationship management (CRM), automated distributions, and performance reporting. The platform features a professional, white-label investor portal that gives investors a transparent view of their investments and documents.
✨ Key Features
- Investor CRM
- White-label Investor Portal
- Automated Waterfall Distributions
- Capital Raising Tools
- Document Management
- Performance Dashboards
🎯 Key Differentiators
- Seamless integration with AppFolio Property Manager
- User-friendly and modern interface
- Strong focus on automation for distributions and reporting
Unique Value: Offers a seamless, integrated experience for firms that manage both properties and investments, combining operational and investor data in one system.
🎯 Use Cases (4)
✅ Best For
- Providing LPs with on-demand access to investment performance via a branded portal
- Automating complex waterfall calculations for distributions
- Centralizing investor contact and investment information
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Large institutional funds with highly complex, global needs
- Firms not focused on real estate investments
🏆 Alternatives
Provides a more intuitive user experience and tighter integration with property management functions compared to more complex, finance-focused platforms.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
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