AppFolio Investment Management Pricing, Features, Reviews & Comparison of Alternatives

AppFolio Investment Management

Real estate investment management

5.0/5 (2 reviews)

AppFolio Investment Management overview

What is 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.

Pricing

Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States

Supported languages

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

AppFolio Investment Management reviews

Excellent
2

Very good
0
Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  5.0
  4.5
  5.0
  5.0
Jeremy Terr

Greatest business enabler so far

Used daily for less than 6 months
Reviewed 2019-06-01
Review Source: Capterra

We were using email and conference calls to communicate investment information previous to AppFolio IM. Every time we had a call or sent an email different content was shared and it was a labor intensive process that we couldn't keep up with. Even worse, our accounting team managed investor reports via Excel reports which were cumbersome, time consuming to create, had errors, and we weren't always sure which was the latest version. Using AppFolio IM we can add all investors to a prospective opportunity and launch fundraising with one distribution... and we never attach files to emails that used to get forwarded far beyond where they were intended. And our accountants save whole days worth of time. In numerical terms, we have probably 10-20x our equity raise from the time we started to just 4-6 months forward. And we were able to hire new staff to help raise capital and know they could rely on our pushing information out through the portal consistently and quickly to their new prospects. We've quickly moved past 6-figure investors and well into 7-figure investors.

Pros
Very intuitive and user friendly from an administrator's perspective to get up and running quickly and with only limited time available. Our customers report back we are a stand out among peers and everyone has commented that accessing the site and using the features was simple. The support from the AppFolio IM team is unparalleled; they adapt the program in response to feedback and are always available to help answer technical questions. You never get a "help desk" type experience!

Cons
No complaints yet. New features are added all the time which is great. We are also a user of the AppFolio Property Management site. We evaluated many options and this was the easiest and quickest way for us to launch.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Jerry Goodreau

great investor software

Used daily for less than 6 months
Reviewed 2019-10-07
Review Source: Capterra

Pros
Appfolio being new to this field gave us leverage and flexibility as we already used their property management software. Since we started using the software in March they have made dozens of changes to add additional features and features.

Cons
Basically, nothing as we new to automating investor management

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

Minimize review

AppFolio Investment Management pricing

Pricing options
Free trial
Subscription
View Pricing Plans

Contact AppFolio for pricing information.

AppFolio Investment Management features

Accounting Management
Client Portal
Contact Database
Document Management
Document Storage
Self Service Portal

API (35 other apps)
Activity Dashboard (53 other apps)
Activity Tracking (40 other apps)
Automatic Notifications (47 other apps)
Contact Management (42 other apps)
Electronic Payments (41 other apps)
Email Notifications (39 other apps)
Expense Tracking (33 other apps)
Reminders (37 other apps)
Reporting & Statistics (56 other apps)
Search Functionality (38 other apps)
Task Management (34 other apps)
Template Management (35 other apps)
Work Order Management (33 other apps)

Additional information for AppFolio Investment Management

Key features of AppFolio Investment Management

  • Data Import / Export
  • Fee Management
  • Fund Management
  • Investments Tracking
View All Features