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
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

A circle made out of white dots.

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

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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