AppFolio Investment Manager dashboard

Investment Management Software:

So You Can Focus on What Matters.

AppFolio Investment Manager is the platform that real estate sponsors can leverage to multiply investor loyalty. We transform investment and operating performance into trustworthy investor reporting, proactive investor relations, and transparent capital — So loyalty compounds into capital growth.

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The AppFolio Difference

Agile Technology & Product Innovation

Discover a platform built for stability, scale, and innovation — constantly improved through automatic updates. Partnering with AppFolio means we do everything in our power to make sure you have the tools to succeed.

World-Class Security Built To Scale

We utilize SOC 1 & 2 Type II compliant data centers to guarantee data safety. In addition, all application data is encrypted and stored in one central hub with Two-Factor Authentication.

Award-Winning Customer Success Team

“Listening to our customers is in our DNA” is one of our company Core Values that every AppFolio employee is trained on. When you succeed, we succeed.

Impress Investors, Increase Transparency, and Raise More Capital

AppFolio Investor Portal

Your digital “front door” that strengthens your brand reputation and provides your investors with on-demand information.

Benefits

  • Provide transparent real-time investment dashboard
  • Automate the delivery of tax forms and reports
  • Accelerate capital raises with custom deal rooms
  • Prove investment performance with deep-dive metrics
  • Monitor cash flow through precise contributions and distributions tracking
  • Delight investors with a premium mobile experience
AppFolio Investor Portal

Investment Management

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

Benefits

  • Scale capital raises with frictionless workflows
  • Deliver tax forms and reports via a centralized hub
  • Send and store documents securely with enterprise-grade encryption
  • Execute agreements quickly with integrated e-signatures
  • Evaluate potential deals with real-time tracking and sharing
  • Automate complex distribution calculations with precision
  • Track, manage, and send distribution payments in a few clicks
  • Manage intricate fund structures with visual clarity
AppFolio Investment Management

Investor Relationship Management (CRM)

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

Benefits

  • Review investor profiles at a glance to personalize outreach
  • Assign tasks across your team to provide a seamless experience
  • Capture every investor touchpoint with a complete history
  • Monitor investor interest and sentiment
  • Centralize investment and tax documents for easy access
  • Draft investor-ready updates instantly using Smart Compose
  • Sync your inbox for seamless email integration
  • Tailor data tracking with custom fields and private notes
  • Streamline fundraising with precise PPM/OM extraction
AppFolio Investor Relationship Management

Intelligent Asset Management

Our AI/ML-powered asset reporting tool, Alpha, turns operational performance into investor trust with less administrative burden.

Benefits

  • Standardize mismatched data automatically using AI/ML normalization
  • Aggregate asset data from any property management system
  • Centralize investment insights into one on-demand hub
  • Deploy investor-ready KPI dashboards in minutes
  • Provide near real-time performance visualizations to boost trust and transparency
  • Monitor critical insights like NOI, Debt, CapEx, Occupancy, or choose custom metrics
AppFolio Intelligent Asset Management
“AppFolio Investment Manager has allowed us to enhance communications with investors significantly. We love having everything in one place; the whole platform has a very logical flow in how it separates each component of each individual deal.”
Steven Saperstein, Principal at Sapphire Partners

Steven Saperstein, Principal

Sapphire Partners

When You Succeed,
We Succeed

We provide unlimited support and custom live training, with a dedicated customer care team, to help you become confident with the software. It’s one of the reasons why we’re the proud recipient of the 2023 Appealie SaaS Award for overall customer success.

  • Get onboarded in weeks
  • Dedicated customer care team
  • 24/7 access to the Help Center
  • AI-enabled FAQ support
  • Lifetime support and training
Appealie SaaS Award Winner 2023
AppFolio Investment Manager pricing

Transparent Pricing Designed for Your Business

No hidden fees. No overpaying for features you don’t need. With our transparent and competitive pricing plans, you’ll know exactly what you’re paying for and get exactly what you need.

Pricing starts at:
 $650 /month*

*Pricing based on portfolio size

See AppFolio Investment
Manager in Action

Your success is our passion. Whether it’s onboarding, support, or strategic advice, product experts are on call to answer your questions.

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