Modern investment management software

Streamline Your
Day-to-Day

Cloud-based technology that lets you communicate more effectively, manage with ease, and focus on growing your portfolio.

Learn more
AppFolio Investment Management screenshot of the Dashboard, displayed on a desktop, with a white dotted half circle on the left.

Investor Relationship Management (CRM)

Professionally manage relationships and interactions with your investors within a robust CRM system—from capturing leads to gathering interest in new offerings, to collecting capital.

  • Efficiently manage a large set of current and potential investors.
  • Gain insights into your investors' investment history.
  • Track all investor information in one secure place.
  • Have a holistic view of your investor relations.

AppFolio Investment Manager Dashboard

Gain a holistic view of investor relations, with access to insights including a portfolio summary, Investor Portal usage, document views, and a current capital summary.

AppFolio Investment Management screenshot of the Dashboard.
General Partner View
AppFolio Investment Management screenshot of the Dashboard.
General Partner View
AppFolio Investment Management screenshot of Contacts.
General Partner View

Organize Investor Data

Track all prospect and investor information in one place, including contact information, tax and bank account data, capital invested, and all documents relating to current and past investments.

AppFolio Investment Management screenshot of Contacts.
General Partner View
Some of our investors are invested in some good funds, and the feedback that I've received is that the level of correspondence from us is better than any institutional investment they have. It's directly attributed to my use of AppFolio.

Corey GluckstalManaging Partner, Five Point Real Estate

A circle made out of white dots.

Communicate Effectively

Email investors individually, by custom groupings, or all at once. All communication is automatically tracked for easy reference.

AppFolio Investment Management screenshot of Investing Entities.
General Partner View
AppFolio Investment Management screenshot of Investing Entities.
General Partner View
AppFolio Investment Management screenshot of Investing Entities Positions, both present and past.
General Partner View

Access Fundraising History

Access insights into your investors’ investment history, including commitments, contributions, and distributions. Quickly reference investor data to efficiently respond to investor questions.

AppFolio Investment Management screenshot of Investing Entities Positions, both present and past.
General Partner View

Investor Relationship Management (CRM)

  • Efficiently manage a large set of current and potential investors.
  • Gain insights into your investors' investment history.
  • Track all investor information in one secure place.
  • Have a holistic view of your investor relations.

Back to Top