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