Live Session
Build Investor Trust With Smarter Reporting and CRM
Thursday, November 5 at 11 am PT / 2 pm ET | 1 Hour
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Webinar Highlights
This year’s FUTURE Conference introduced new ways for investment managers to turn everyday operating data into stronger investor experiences.
Join us for a closer look at the latest AppFolio Investment Manager innovations. We’ll recap what’s new and demo Investor CRM and Investment Reporting, showing how your team can prepare for investor conversations faster, simplify reporting, and deliver the timely, professional experience investors expect.
See What’s New From FUTURE
Get the latest insights and innovations from the FUTURE conference and learn how new capabilities can support your everyday workflows.
Build Investor Trust
Learn how accessible data and more consistent communication can help your team deliver the transparency and responsiveness investors expect.
Understand Modern Investor Reporting
As fundraising concentrates, GPs manage more LP relationships while investors expect personalized communication. Learn how Investment Reporting delivers timely, branded, tailored reporting.
Know Your Investors Better
Get a firsthand demo of the new Investor CRM and Investment Reporting Report Builder, designed to streamline workflows, prepare teams for LP conversations, and deliver investor reports faster.
The Panelists
Mike Sebastian Industry Principal, AppFolio
Quincy Oswald Product Manager, AppFolio
Jerry Cohen Staff Product Manager, AppFolio
FAQs
A real estate investor CRM (or investor relationship management) is a specialized relationship management platform designed specifically for private equity real estate sponsors. Unlike general sales CRMs (such as Salesforce or HubSpot), a real estate CRM handles fund and syndication structures and natively links prospect and limited partner (LP) contact records directly to capital commitments, entity structures, subscription agreements, distribution histories, and accreditation status, eliminating the need for custom API builds or manual data syncs.
AppFolio streamlines fundraising by providing a centralized pipeline to track prospective investors, monitor commitment progress, and automate document execution. General Partners (GPs) can publish new deal offerings directly to a custom-branded investor portal, allowing prospective LPs to review offering memorandums, soft-commit capital, complete digital subscription agreements via built-in e-signatures, and submit accreditation documentation in a single digital workflow.
AppFolio allows GPs to generate automated investment reports at both the fund and individual-asset level. Key reporting capabilities include:
Investor Statement Summaries: Net Asset Value (NAV), Internal Rate of Return (IRR), Equity Multiple (EM), and Cash-on-Cash yields.
Capital Activity Logs: Detailed history of capital calls, distribution payouts, preferred returns, and unreturned capital.
Property Performance Metrics: Occupancy, NOI trends, and operational updates rolled up into consolidated quarterly reporting packages.
“Investor relations teams burn hours reconstructing an LP's recent activity before a call. Finance teams lose days to report design instead of financial insight. We built the new Investor CRM and Report Builder to remove unnecessary friction in essential workflows. The LP's full history sits on one screen when you dial in. A report goes from draft to being distributed the same day.”
Mike Sebastian
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