Accelerate fundraising, automate distributions and payments
AppFolio Investment Manager has a complete suite of tools to optimize your fundraising workflow end-to-end, from promoting new offerings to automatically calculating and paying investor distributions.
Drive operational efficiency to outperform
the market
the market
Dramatically reduce fundraising time
Automate cash flow
Streamline reporting
Fundraise effectively
Send communications and track the interest level of prospective investors in real-time. With our all-in-one real estate fundraising software, you can manage investor commitments, get notified when signed documents and capital contributions are received from investors, and easily share wire instructions and record contributions digitally.
Streamline waterfall distributions
AppFolio Investment Manager's best-in-class waterfall tool allows you to calculate distributions quickly with an intuitively designed waterfall distributions tool that reduces the risk of error and makes auditing easy — all while having payments processed electronically.
Investor Payments
Investor Payments is integrated into your Investment Management workflow so you can easily raise capital, send distributions, and track outgoing & incoming funds within one platform. Payments are executed via ACH or check-mailing, to ensure a smooth and streamlined experience for your investors.
Learn More“Using AppFolio Investment Manager to maximize efficiency and productivity means we do more, with a lot less overhead.”
Securely share and sign documents electronically
Exchange, sign, and track fundraising documents including Subscription Agreements, Operating Agreements, and Private Placement Memorandums without the need for any third-party tools. Investor accreditation forms can also be distributed and signed electronically.
Track and manage potential deals
Create a single source of truth of tracking, managing, and communicating potential real estate deals with your internal team. Once you are ready, you can convert potential deals into an offering in just a few clicks.
Customize and share professional reports
Consolidate all of your investor data into a single, shareable document and look professional with branded, personalized statements. Create and distribute real estate investment report packets and quickly share the performance of the investment to all your investors or select individuals.
Manage complex
fund structures
Set up complex real estate fund structures just as they are legally formed in real life. Investments can hold positions in other investments, allowing you to truly represent the relationships between entities involved in the fund's structure.
Investment Manager
Explore more from AppFolio Investment Manager
Investor Portal
AppFolio’s Investor Portal gives real estate investors easy, 24/7 access to their personal dashboard which summarizes their investment positions and asset information, along with their invested and distributed capital.
Learn MoreRelationship
Management
Professionally manage relationships and interactions with your investors within a robust CRM system—from capturing leads to gathering interest in new real estate offerings, to collecting capital.
Learn MoreAsset
Management
AppFolio Alpha™ automatically aggregates, normalizes, and visualizes key property management data, surfaces actionable insights, and enables better decision-making.
Learn MoreIt’s time to start working
effectively
effectively
Meet with our product experts to see your customized view of AppFolio’s real estate fundraising software.