Additional Service
Investor Payments
Investor Payments is integrated into your Investment Management workflows so you can easily send, track and manage payments, giving you valuable time back to focus on growing your business.
Real estate investment management software
Streamline your
day-to-day
Modern, cloud-based technology that lets you communicate more effectively, manage with ease, and focus on growing your portfolio.
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Investment Management
Promote new offerings, track the interest of prospective investors, and manage distribution waterfalls, performance metric calculations, and investor reporting.
- Streamline fundraising and capital calls.
- Efficiently distribute K-1s and documents.
- Make waterfall distributions simple and fast.
- Increase efficiencies and mitigate risks by reducing spreadsheets and double-entries.
- Track and manage potential deals.
- Send, track, and manage payments electronically.
Fundraise effectively
Send communications and track the interest level of prospective investors in real-time. Manage investor commitments, get notified when signed documents and capital contributions are received from investors, and easily share wire instructions and record contributions digitally.
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.
Some of our investors are invested in some good funds, and the feedback I've received is that the level of correspondence from us is better than any institutional investment they have. It's directly attributed AppFolio Investment Management.
Corey GluckstalManaging Partner, Five Point Real Estate
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.
Streamline waterfall distributions
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.
Manage complex fund structures
Setup 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 Management
- Streamline fundraising and capital calls.
- Efficiently distribute K-1s and documents.
- Make waterfall distributions simple and fast.
- Increase efficiencies and mitigate risks by reducing spreadsheets and double-entries.
- Track and manage potential deals.
- Send, track, and manage payments electronically.
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