AppFolio Investment Management Reviews

AppFolio Investment Management

Real estate investment management

5.0/5 (1 review)

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.

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AppFolio Investment Management

Real estate investment management