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.

Investor Portal

The AppFolio Investor Portal gives investors easy, 24/7 access to their personal dashboard which summarizes their investment positions and asset information, along with their invested and distributed capital.

  • Provide a professional experience to investors.
  • Easily communicate with investors.
  • Give investors on-demand access to their investment information.
  • Guarantee security of important documents.

Review Investments At-a-Glance

Provide investors with real-time, 24/7 access to a summary of their investment positions, and their invested and distributed capital.

AppFolio Investment Management screenshot of the Dashboard.
Investor View
AppFolio Investment Management screenshot of the Dashboard.
Investor View
AppFolio Investment Management screenshot of an Investments dashboard and Documents tab.
General Partner View

Share Documents & Reporting

Investors can visit the AppFolio Investor Portal to easily find reports, tax forms, and other shared documents and securely sign agreements.

AppFolio Investment Management screenshot of an Investments dashboard and Documents tab.
General Partner View

Additional Service

Custom, Professional Websites

AppFolio Investment Management screenshot of the Websites tool shown on a Desktop, Tablet, and Mobile device. AppFolio Investment Management screenshot of the Websites tool shown on a Desktop, Tablet, and Mobile device.

AppFolio's Investor Websites service provides everything you need to create a stunning website that will impress and attract new investors. Our team of dedicated web designers will help you design a simple, elegant website that celebrates your unique business and can be easily updated as you grow.

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AppFolio Investment Management screenshot of the Websites tool shown on a Desktop, Tablet, and Mobile device.
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Stand Out to Investors

Impress new and existing investors with a stunning website that showcases key performance metrics, highlights new and past projects, and demonstrates the professionalism of your team. Create an easy to use experience for investors with the Investor Portal integrated directly to your website.

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One Technology Partner, Endless Insights

As your technology partner, our team will provide you with key analytics that can be leveraged to understand how your website is contributing to your business. These analytics can be paired with other AppFolio Investment Management data (like Investor Portal metrics) to provide business insights, end-to-end.

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Update At Any Time

Your website should grow with your business. Our team of experts will be on-call to make any requested changes, or you can easily edit your website at your convenience.

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An icon of a dark blue padlock, with a light blue shackle, and an orange keyway.

Have Peace of Mind

Not all websites are created equally. Partner with trusted experts and have confidence in the security and reliability of your website. All websites are ADA compliant and SSL certified to ensure you are always providing a secure and professional experience to investors.

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Promote New Offerings

Promote new investment offerings, private placement memorandums, and targeted performance metrics with investors. Investors will be able to easily submit interest to invest and sign agreements directly from their portal.

AppFolio Investment Management screenshot of an Invest dialog box.
Investor View
AppFolio Investment Management screenshot of an Invest dialog box.
Investor View
Investor View
AppFolio Investment Management screenshot of a Performance dashboard for an individual asset.

Display Performance Metrics

Investors can view detailed investment performance metrics, including total distributions, and check project updates from anywhere—including property descriptions, photos, locations, valuations and loan balances. They also have access to historical distributions, which reduces the amount of repeat requests made to your team.

AppFolio Investment Management screenshot of a Performance dashboard for an individual asset.
Investor View
AppFolio Investment Management gives our investors greater confidence in our business, so they are confidently investing even more with us.

Jeremy TerrChief Risk Officer and Partner, Argo Property Group

Investor Portal

  • Provide a professional experience to investors.
  • Easily communicate with investors.
  • Give investors on-demand access to their investment information.
  • Guarantee security of important documents.

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