Name: AppFolio Investment Manager
Rating: 4.73 (100 reviews)

AppFolio Investment Manager vs Dealpath

Spreadsheet Server

Certent Equity Management

RealPage IMS

Juniper Square

SyndicationPro

Longview Tax

Compare AppFolio Investment Manager and Dealpath based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Juniper Square offers a unified solution across fundraising, investor operations, and fund administration that empowers GPs and LPs to unlock the full potential of their investment partnerships.

IMS Platform is a cloud-based, fully integrated investor management solution for commercial real estate investment firms, with tools including distribution waterfalls, investor dashboards, document management, an in-built CRM, investor mobile apps for Android and iOS, advanced analytics, and more.

SyndicationPro helps organizations raise capital faster for any real estate syndication deal in less time.

AppFolio Investment Manager is a commercial real estate ecosystem that enhances your investor experiences and simplifies your investment operations.

Access Controls/Permissions

Activity Tracking

Alerts/Notifications

Appointment Management

Campaign Management

Client Management

Client Portal

Client/Property Matching

Compliance Tracking

Contact Database

Contact Management

Customer Database

Customizable Reports

Data Import/Export

Data Synchronization

Data Visualization

Deal Management

Document Management

Document Storage

Electronic Signature

Email Marketing

Email Templates

Email Tracking

Fee Management

File Sharing

For Commercial Real Estate

For Investors & Traders

Fund Management

Interaction Tracking

Investments Tracking

Lead Capture

Lead Generation

Lead Management

Mobile Access

Performance Metrics

Pipeline Management

Portfolio Management

Real-Time Analytics

Real-Time Data

Real-Time Notifications

Referral Tracking

Reminders

Reporting & Statistics

Reporting/Analytics

Risk Management

Segmentation

Self Service Portal

Status Tracking

Task Management

Template Management

Third-Party Integrations

Transaction History

Visual Analytics

Workflow Management

AppFolio Investment Manager

Android

Linux

Web-based

Windows

iPad

iPhone

BUSINESS ADMIN/INVESTOR RELATIONS

I love that a great deal of data is in one system, the ease of uploading, sharing, un-sharing docs as needed... and having a place for investors to go to view/track their investments.

Executive Assistant

How easy the search function is. I like that I have a relationship with my customer service rep. He knows a little bit about my business so therefore can help me better.

Director of Investments

The customer service has been outstanding as well. They are always helpful and quick to respond.

Director

We also believe that our clients really appreciate having a portal where they can go to view all of their investments with us. Overall, AppFolio has been a really great asset to have for our business.

Office manager 

Can’t rave enough about their great customer experience and their ability to listen and adapt to the needs of their clients. We are all so pleased with appfolio.

Accounting Manager

Overall it is a very positive experience. One of the best things about using any Appfolio software is the great team at Appfolio.

Senior Financial Analyst

The customer service is excellent, responsive, and quick to help solve issues or answer questions.

Partner and Chief Risk Officer

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.

Director of Investor Relations

It's been great, love the customer support. Always very fast and on top of it.

Managing Member

The software is easy to use and helps me provide an attractive front-end to my investors. They have a single place to view all of their investments with my firm.

Principal 

We have had great success with our overall investor experience and have fully integrated into our capital raise process.

I'm a very happy customer and would definitely recommend this solution.

Director - Investor Services

This is very user friendly for investors and if you aren't currently using anything, is a good start for oganizing.

Office Office

An amazing software that is transitioning as needed.

Principal

I love the integration directly with Appfolio's Property Manager software. It has made our life much easier when communicating between our offerings, distributions, and operations.

Assistant to the Predisent 

We were provided with limited information and had to rely on customer service to get through the early stages.

And sometimes a fund invests in a property. Investors in our fund have a more limited view of the property than someone who invests directly in the property.

Executive Director- Investor Relations

So, a quick email or phone call resolves the issue in minutes. When there has been trouble it has come from the sister software of AppFolio Property Management.

AppFolio Investment Manager screenshot: AppFolio Investment Manager customizable dashboard

AppFolio Investment Manager screenshot: AppFolio Investment Manager branded investor portal

AppFolio Investment Manager screenshot: AppFolio Investment Manager AppFolio Alpha

AppFolio Investment Manager screenshot: AppFolio Investment Manager waterfall calculations.

AppFolio Investment Manager screenshot: AppFolio Investment Manager track and manage potential deals

Freelancers

Large Enterprises

Mid Size Business

Small Business

Longview Tax is a corporate tax management solution that provides businesses with tools for managing tax strategies, collecting data, provisioning, and reporting on taxes. The cloud-based platform also offers tools for tax planning and helps businesses create data-driven strategies.

Connect 140+ ERPs to Excel. Real-time financial reports using formulas you know. AI help built-in. Drill to details. Zero IT needed.

Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet.

Trusted by six of the top ten institutional investors, Dealpath enables real estate deal teams across North America to source, manage, execute and report on deals from one investment command center.

Activity Dashboard

Ad hoc Reporting

Approval Process Control

Business Process Automation

Calendar Management

Cash Flow Analysis

Collaboration Tools

Commenting/Notes

Critical Date Alerts

Customizable Dashboard

Customizable Fields

Data Management

Email Alerts

For Real Estate

Forms Management

Mobile App

Monitoring

Progress Tracking

Project Workflow

Property Database

Real-Time Reporting

Role-Based Permissions

Rules-Based Workflow

Search/Filter

Strategic Planning

Workflow Configuration

Dealpath

Acquisitions Associate

The software has great functionality and is very easy to use. I love how searchable it is.

Business Engineer

Data integrations with ESRI are pretty awesome. Administration is easy and fairly straight forward.

Development Associate

It's a must-have tool that has not only saved us time and money but has also enhanced our overall productivity and success in the competitive world of real estate investment.

Customer service is excellent. The functionality of Dealpath can be improved in a number of areas.

Transaction Manager

Lack of customization in reporting exports, though I understand why this is not a feature.

Senior Associate

Difficult to delete multiple files from a single task all at once.

Acquisitions Analyst

It's helpful that the assignments section organizes my due assignments but can be annoying to have to open a second tab in order to look up other details about the deal.

AppFolio Investment Manager vs Dealpath Comparison (2026)

AppFolio Investment Manager

Dealpath

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives