About AppFolio Investment Management

AppFolio Investment Management is a real estate investment management solution which aids users with distribution tracking, asset management, document sharing, investor management, communication, fundraising, and more. Businesses can use AppFolio Investment Management to help win over investors by providing them with access to the self service investor portal which allows them to view data, documents, ongoing investments, and more, in real time.

The all-in-one platform serves real estate businesses with tools for fund management and syndication, and allows investment managers to respond quickly to questions, access key data and reports, and provide a personalized experience for investors. AppFolio Investment Management facilitates the promotion of new opportunities, tracking of prospective investors, collection of online signatures, communication with investors, and more.

The investor portal provides investors with access to a real time dashboard displaying data on total capital invested, total distributions, current investments, and more. They are also able to access documents, asset information, and reports on performance.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Images

Users can view their investing entities in one database
The investor portal gives investors access to a real time dashboard
Current investments can be viewed with data on assets, amount invested, and more
View 4 more
AppFolio Investment Management screenshot: Users can view their investing entities in one database AppFolio Investment Management screenshot: The investor portal gives investors access to a real time dashboard AppFolio Investment Management screenshot: Current investments can be viewed with data on assets, amount invested, and more

Features

Total features of AppFolio Investment Management: 19

  • Accounting Management
  • Asset Management
  • Built-In Database
  • CRM Integration
  • Client Management
  • Client Portal
  • Communication Management
  • Contact Database
  • Data Migration
  • Digital Signature
  • Distribution Management
  • Document Management
  • Document Storage
  • Email Integration
  • Performance Management
  • Performance Metrics
  • Performance Reports
  • Real Time Updates
  • Self Service Portal

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Reviews

Overall rating

4,7 /5
(24)
Value for Money
4,8/5
Features
4,3/5
Ease of Use
4,8/5
Customer Support
5/5

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Showing 5 reviews of 24
Will T.
Overall rating
  • Industry: Real Estate
  • Company size: 51-200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

AppFolio IM Provides Tremendous Value at a Great Price!

Reviewed on 2020/02/18

The biggest benefits of AppFolio Investment Management are that we now look and feel more...

The biggest benefits of AppFolio Investment Management are that we now look and feel more professional to our investor group, and implementing the solution was neither time-consuming or costly. On an ongoing basis, the platform reduces the time required to keep track of our growing investment and investor base, enhances our investor communication methods, keeps us closer to and more constantly in contact with our investors, and helps ensure data accuracy via integration with AppFolio Property Manager.

Pros

My investors love the portal and it makes my life exponentially easier versus manual and scattered investment tracking methods. My firm already uses AppFolio Property Manager, so it was an easy decision to add Investment Management, and the integration is seamless. We also felt that the price point was very attractive compared to other stand-alone programs, but without making any real sacrifices from our "must-haves." The customer support has been tremendous and I feel as if the software is continually evolving for the better.

Cons

Some features and functionality are still lacking, although the product team is constantly in contact for feedback and advice on new features. For some minor items, we had to create workarounds until newer functionality is fully built-out, but nothing has held me back from becoming fully operational in the platform. That said, we appreciate that the system is getting better-by-the-day and that we have a voice in future versions of the product.

Nicholas C.
Overall rating
  • Industry: Real Estate
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Love our AIM portal

Reviewed on 2020/12/07

My team and I love using it

My team and I love using it

Pros

Ease of use, easy to find items, the flow to setting up new deals is much easier. Investors enjoy using the platform

Cons

Could use more waterfall options, not being able to change docs once the investments goes live to investors.

Andrew F.
Overall rating
  • Industry: Real Estate
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great Product Development Team

Reviewed on 2021/02/05

Pros

Great user support and a very responsive product development team. The platform has robustly boosted our efficiency and streamlined our investor communications.

Cons

Like most platforms, a continuing work in progress; the development team behind the product is though, is on it... they are very responsive to user feedback and constantly adding and enhancing features.

Giulietta T.
Overall rating
  • Industry: Real Estate
  • Company size: 2-10 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Time Saver

Reviewed on 2020/11/23

The initial experience converting data could have been better managed. We were provided with...

The initial experience converting data could have been better managed. We were provided with limited information and had to rely on customer service to get through the early stages. Our experience with customer service has been exceptional. They are attentive and respond back quickly. Over the past year we have worked with members of the different product teams. They have been able to adapt IM so it meets our needs. We have a few more outstanding items but with time we know these too will get resolved. Overall great product.

Pros

Saving so much processing time. Our quarter end process and K-1 year end reporting went from days to hours/minutes. It is so beneficial having all our investor information consolidated in 1 system compared to many separate excel spreadsheets. We also use AppFolio Property Manager and both systems work well together for accounting purposes.

Cons

Not having all the capable functionality available to us. We have an active fund and the functionality we would benefit using is only available to "New Offerings" The Investor Statements still need work before our company can utilize them.

Peter G.
Overall rating
  • Industry: Real Estate
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

On the way to a great product

Reviewed on 2020/12/07

We got rave reviews from many investors. It is a great platform and (still as of this review) costs...

We got rave reviews from many investors. It is a great platform and (still as of this review) costs a fraction of the leading products out there who have a few more features and are a bit more mature. However, AppFolio has been awesome in listening to reasonable requests which make the product better and hence they roll out new features often. This to me is very valuable. Try to have any of the 2-3 "leading elephants" move or change something .... Good luck. So I am very happy with the decision to go with AppFolio. It does 95% of what we need for 50% (or even less) of the price of the others.

Pros

- The Investor view is very good and easy to understand for the investor. Good overview with easy drill down.
- You can send out new investment solicitations from within the system
- Integration into Email

Cons

Still a bit rough in some aspects like file management, if you have A LOT of files. If you only have let's say up to 10 or so files per investment, all is peachy. You can have an endless amount of files, but it is not that easy to display. They are working of making that easier on the eye.

Showing 5 reviews of 24 Read all reviews

AppFolio Investment Management FAQs

Below are some frequently asked questions for AppFolio Investment Management.

AppFolio Investment Management offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Available

Contact AppFolio for pricing information.

AppFolio Investment Management offers the following features:

  • Accounting Management
  • Client Management
  • Client Portal
  • Performance Metrics

AppFolio Investment Management has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

AppFolio Investment Management supports the following languages:

English

We do not have any information about what devices AppFolio Investment Management supports

We do not have any information about what integrations AppFolio Investment Management has

AppFolio Investment Management offers the following support options:

Online Support, Phone Support

Related categories

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