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AppFolio Investment Manager description
AppFolio Investment Manager helps real estate investment firms streamline operations and improve investor relations. It offers tools to manage investments, automate distributions, and track performance. A standout feature is its Investor Portal, giving investors 24/7 access to their data and documents. This all-in-one solution promises to save time, reduce errors, and enhance transparency for both you and your investors.
Who is AppFolio Investment Manager best for
AppFolio Investment Manager streamlines operations and improves investor relations for real estate investment firms. It offers tools to manage investments, automate distributions, and track performance. Investors love the user-friendly interface and 24/7 access to their data. However, some users find the initial setup complex and desire more reporting customization.
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Best for small to mid-sized real estate investment firms.
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Ideal for real estate investment firms.
AppFolio Investment Manager features
Supported AppFolio provides an investor portal for on-demand access to data, documents, performance metrics, and more. |
Supported AppFolio automates tasks like capital raising, report sharing, document security, and waterfall calculations. |
Supported AppFolio provides a single source of truth for investor relations, allowing teams to review investments, assign tasks, track interactions, and keep investors informed. |
Supported AppFolio securely stores investor and investment information with custom access levels for team members. |
Supported AppFolio simplifies fundraising with efficient capital raising, deal tracking, and e-signatures. |
Supported AppFolio automates distribution payments and visualizes complex fund structures for informed decision-making. |
Supported AppFolio allows for secure sharing and customization of reports, secure document sending, and access to historical data. |
AppFolio Investment Manager reviews
We've summarised 106 AppFolio Investment Manager reviews (AppFolio Investment Manager G2 reviews) and summarised the main points below.
- User-friendly interface praised for ease of use and clear presentation.
- Excellent and responsive customer support frequently highlighted.
- Comprehensive investor portal providing 24/7 access to data and documents.
- Efficient tools for managing investments, automating distributions, and tracking performance.
- Streamlines communication with investors, including mass emails and document distribution.
- Limited customization for certain features, such as email templates and preferred return calculations.
- Some reporting features require manual workarounds, like attaching reports from AppFolio Property Manager.
- Integration between AppFolio Investment Manager and AppFolio Property Manager could be improved, especially regarding contributions and distributions.
- Lack of robust CRM features for tracking investor communications and preferences.
- Initial setup and onboarding can be time-consuming and complex for some users, especially with distributions
AppFolio Investment Manager pricing
The commentary is based on 9 reviews from AppFolio Investment Manager G2 reviews.
No pricing information found.
AppFolio Investment Manager alternatives
Agora Real EstateStreamlines real estate investment management, improving investor relations.Read more
Juniper SquareInvestment management platform built for private funds. Simple, scalable, secure.Read more
InvestNextStreamlines real estate investment management, from fundraising to distributions.Read more
AppFolio Investment Manager FAQ
AppFolio Investment Manager is a real estate investment management software that streamlines operations and improves investor relations. It offers tools for managing investments, automating distributions, tracking performance, and provides an investor portal for 24/7 access to data. This improves transparency and efficiency for investors and firms.
What is AppFolio Investment Manager and what does AppFolio Investment Manager do?
AppFolio Investment Manager is a real estate investment management software that streamlines operations and improves investor relations. It offers tools for managing investments, automating distributions, tracking performance, and provides an investor portal for 24/7 access to data. This improves transparency and efficiency for investors and firms.
AppFolio Investment Manager integrates with AppFolio Property Manager, though some users note this integration could be improved, especially regarding contributions and distributions. It also offers an investor portal for direct access to data and documents. Information on further integrations is limited.
How does AppFolio Investment Manager integrate with other tools?
AppFolio Investment Manager integrates with AppFolio Property Manager, though some users note this integration could be improved, especially regarding contributions and distributions. It also offers an investor portal for direct access to data and documents. Information on further integrations is limited.
AppFolio Investment Manager's top competitors include RealPage IMS, Buildium, and TenantCloud. These alternatives offer similar features for property management, investor relations, and operational streamlining. Other competitors like Visual Lease and Occupier focus on lease management for larger businesses.
What the main competitors of AppFolio Investment Manager?
AppFolio Investment Manager's top competitors include RealPage IMS, Buildium, and TenantCloud. These alternatives offer similar features for property management, investor relations, and operational streamlining. Other competitors like Visual Lease and Occupier focus on lease management for larger businesses.
Yes, AppFolio Investment Manager is a legitimate software solution. It's known for its user-friendly interface and helpful customer support. The investor portal, providing 24/7 access to data, is a key feature praised by users.
Is AppFolio Investment Manager legit?
Yes, AppFolio Investment Manager is a legitimate software solution. It's known for its user-friendly interface and helpful customer support. The investor portal, providing 24/7 access to data, is a key feature praised by users.
AppFolio Investment Management pricing is not publicly available. Contact AppFolio directly for a customized quote based on your specific real estate investment management needs.
How much does AppFolio Investment Manager cost?
AppFolio Investment Management pricing is not publicly available. Contact AppFolio directly for a customized quote based on your specific real estate investment management needs.
AppFolio Investment Manager receives positive feedback for its customer service. Users highlight the quick and helpful responses from the support team, particularly during initial setup and ongoing use. While some users mention a preference for more direct support channels, email communication seems effective for most.
Is AppFolio Investment Manager customer service good?
AppFolio Investment Manager receives positive feedback for its customer service. Users highlight the quick and helpful responses from the support team, particularly during initial setup and ongoing use. While some users mention a preference for more direct support channels, email communication seems effective for most.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.