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

AppFolio Investment Management

Real estate investment management

4.83/5 (6 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.
www.appfolioinc.com

Pricing

Pricing options
Subscription
Free trial
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
5

Very good
1

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  5.0
  4.5
  4.8
  5.0
Will Thompson

AppFolio IM Provides Tremendous Value at a Great Price!

Used daily for less than 6 months
Reviewed 2020-02-18
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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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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Natalie Pruitt

Amazing Experience

Used daily for 6-12 months
Reviewed 2020-09-08
Review Source: Capterra

Once we are completely on line this software will allow all our investors to be able to see what is going on with their investments and will cut back on the calls I receive.

Pros
The investment features are very important to our business and upon educating myself with the help of [SENSITIVE CONTENT HIDDEN] Team and [SENSITIVE CONTENT HIDDEN] we are working toward utilizing the software and also having all of our investors use it. An amazing software that is transitioning as needed.

Cons
The only real problem we experienced was our upload that did not work due to comas and periods in the upload. I have worked with [SENSITIVE CONTENT HIDDEN] a lot with getting this process completed. This is minimal to the need for this type of software.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Devin Elder

Happy we made the switch

Used daily for 1-2 years
Reviewed 2020-09-22
Review Source: Capterra

Pros
Pricing, ease of use, responsiveness of support

Cons
Digital signatures were very basic when we started, they have since been improved

Rating breakdown

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

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AppFolio Investment Management pricing

Pricing options
Subscription
Free trial
View Pricing Plans

Contact AppFolio for pricing information.

AppFolio Investment Management features

Accounting Management
Contact Database
Document Management
Document Storage
Self Service Portal

API (51 other apps)
Activity Dashboard (71 other apps)
Activity Tracking (48 other apps)
Automatic Notifications (57 other apps)
Contact Management (65 other apps)
Electronic Payments (49 other apps)
Email Notifications (48 other apps)
Lead Management (42 other apps)
Maintenance Scheduling (42 other apps)
Reminders (47 other apps)
Reporting & Statistics (76 other apps)
Search Functionality (48 other apps)
Task Management (43 other apps)
Third Party Integration (49 other apps)
Work Order Management (47 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