AppFolio Investment Manager has a complete suite of tools to optimize your fundraising workflow end-to-end, from promoting new offerings to automatically calculating and paying investor distributions.
Promote new offerings, track the interest of prospective investors, and electronically collect contributions to keep fundraises efficient and effective.
Automated and electronic contributions, capital calls, and distributions keep money moving at your pace. A best-in-class waterfall tool ensures accuracy for even complex funds.
Reduce time spent on quarterly and annual reporting by automatically generating custom reports for each investor across multiple investments and entities.
Send communications and track the interest level of prospective investors in real-time. Manage investor commitments, get notified when signed documents and capital contributions are received from investors, and easily share wire instructions and record contributions digitally.
AppFolio Investment Manager's best-in-class waterfall tool allows you to calculate distributions quickly with an intuitively designed waterfall distributions tool that reduces the risk of error and makes auditing easy — all while having payments processed electronically.
Investor Payments is integrated into your Investment Management workflow so you can easily raise capital, send distributions, and track outgoing & incoming funds within one platform. Payments are executed via ACH or check-mailing, to ensure a smooth and streamlined experience for your investors.Learn More
Exchange, sign, and track fundraising documents including Subscription Agreements, Operating Agreements, and Private Placement Memorandums without the need for any third-party tools. Investor accreditation forms can also be distributed and signed electronically.
Create a single source of truth of tracking, managing, and communicating potential real estate deals with your internal team. Once you are ready, you can convert potential deals into an offering in just a few clicks.
Consolidate all of your investor data into a single, shareable document and look professional with branded, personalized statements. Create and distribute real estate investment report packets and quickly share the performance of the investment to all your investors or select individuals.
Set up complex real estate fund structures just as they are legally formed in real life. Investments can hold positions in other investments, allowing you to truly represent the relationships between entities involved in the fund's structure.
Meet with our product experts to see your customized view of AppFolio.