Name: MadeMarket
Rating: 4.73 (11 reviews)

AppFolio Investment Manager vs MadeMarket Comparison

RealPage IMS

Certent Equity Management

Juniper Square

charles

DealCloud

SyndicationPro

Very satisfied with the experience. Customer service is very helpful and responsive. Emails are usually responded to within 10 mins and the problem is always solved in a matter of hours or less. The fact that the team creates new functions and features supporting our ideas is awesome. We can pretty much tailor mademarket the way we want to.

Robust tool with stellar customer service

Excellent for all the reasons mentioned above.  The system was designed for investment banking and it has all the features our firm needs to run a process from lead generation to contacting hundreds of buyers for a deal to closing. I recommend MadeMarket often and appreciate the various parties it has partnered with to create a more robust eco system.  I use Pitchbook and Caplinked and will seek to use the services of several of the other partners.

Senior Banker Review of MadeMarket

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

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: Visualize your portfolio with a customizable dashboard.

AppFolio Investment Manager screenshot: Elevate your investor experience with a branded investor portal.

AppFolio Investment Manager screenshot: New! AppFolio Alpha: The only asset management solution you need to beat the market.

AppFolio Investment Manager screenshot: Save time with simple and error-free waterfall calculations.

AppFolio Investment Manager screenshot: Track and manage potential deals in a single source of truth.

Freelancers

Large Enterprises

Mid Size Business

Small Business

DealCloud is a deal, relationship, and firm management software that helps businesses manage processes related to fundraising, marketing, compliance, and more. It enables administrators to configure dashboards, reports, and notifications for specific employees, teams, or the entire organization.

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

charles assists companies in pioneering conversational commerce by integrating shop systems, chat apps, and bots in a single platform. Key features include lead distribution & qualification, analytics, human handover, one-to-one messaging, real-time conversations, multi-chat, automation, and more.

MadeMarket is a purpose-built customer relationship and deal management platform designed for investment bankers and capital markets professionals. Key management features include dashboards with auto-generated data, ready-built around industry pipeline metrics that monitor tasks, projects, and deal flows with dynamic customization capabilities.

Activity Dashboard

Activity/News Feed

Audit Trail

Batch Communications

Batch Processing

Calendar Sync

Calendar/Reminder System

Call Logging

Collaboration Tools

Commenting/Notes

Commercial Property Management

Commission Management

Communication Management

Configurable Workflow

Critical Date Alerts

Customer History

Customer Support

Customizable Branding

Customizable Fields

Drag & Drop

Email Alerts

Email Management

For Brokers

For Mac Devices

For Small Businesses

Forecasting

Kanban Board

Lead Distribution

Lead Nurturing

Lead Qualification

Lead Segmentation

Leaderboards

Mobile App

Monitoring

Opportunity Management

Performance Management

Personalization

Pipeline Reports

Prioritization

Process/Workflow Automation

Property Database

Prospecting Tools

Quotes/Estimates

Relationship Tracking

Revenue Management

Role-Based Permissions

Sales Forecasting

Sales Pipeline Management

Sales Reports

Search/Filter

Shared Contacts

Source Tracking

Tagging

Task Scheduling

Team Assignments

Vendor Management

Web Forms

Web-based Deployment

MadeMarket

Chief Operating Officer

The level of customization is outstanding – we were able to tailor the software to perfectly our business.

Senior Associate

It's a great tool, not only for deal management but for forecasting cash flows and sharing  / creating reports for management and clients. Overall, it's a wonderful tool for the $$$ spent.

The outlook add-in is super helpful to track conversations and in which stage they are in. CRM is tailor made to investment banking which helps us a lot and streamline our work.

Business Manager

However, I quickly discovered that MadeMarket has implemented excellent resources to help lessen the overwhelm and level out that learning curve. I rate my experience 5 out of 5 stars.

Emails are usually responded to within 10 mins and the problem is always solved in a matter of hours or less. The fact that the team creates new functions and features supporting our ideas is awesome.

The deal section of Made Market is brilliant and allows us to track our target lists in real-time,  easily see who is still active and export results to send to clients in seconds.

Partner

When I receive or send an email and try to invoke the MadeMarket icon to capture the emails, it does not appear to always work. I am sure that it is a user error.

Made Market was the best decision for our business.

Corporate Strategy & Development Analyst

Very positive - easy to use and purpose built for our workflow.

The features in MadeMarket track the lead generation and deal process which makes it intuitive and easy to use.

Managing Direcror

Initially, it was the weak communications about new features and lack of a proper help page set-up - but these issues have now mostly been addressed.

As a small firm with minimal junior level support, we rely heavily on 3rd party software applications like MadeMarket. The CRM has been designed by investment bankers and is for investment bankers.

AppFolio Investment Manager vs MadeMarket Comparison

AppFolio Investment Manager

MadeMarket

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives