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

Investment Management

Promote new offerings, track the interest of prospective investors, and manage active investments.

  • 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.

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.

AppFolio Investment Management screenshot of the Investments Overview.
General Partner View
AppFolio Investment Management screenshot of the Investments Overview.
General Partner View
AppFolio Investment Management screenshot of a Create Report Packet dialog box.
General Partner View

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 investment report packets and quickly share performance metrics for active and past investments.

AppFolio Investment Management screenshot of a Create Report Packet dialog box.
General Partner View
Our returns are more favorable than market returns because we can quickly execute, and that is because we use AppFolio Investment Management to maximize operation and minimize cost.

Ricky FlandezWinstar Properties

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Securely Exchange Documents

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.

AppFolio Investment Management screenshot of the Sign Here dialog box.
Investor View
AppFolio Investment Management screenshot of the Sign Here dialog box.
Investor View
AppFolio Investment Management screenshot of the Reporting Overview.
General Partner View

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 automatically and electronically.

AppFolio Investment Management screenshot of the Reporting Overview.
General Partner View

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.

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