Investment management software: so you can focus on what matters.

AppFolio Investment Management is a commercial real estate software that enhances your investor experiences and simplifies your investment operations.

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AppFolio Investment Management interface window of the main Dashboard. AppFolio Investment Management interface window of the main Dashboard.

The AppFolio difference

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Agile technology & product Innovation

Discover a platform built for stability, scale, and innovation – constantly improved through automatic updates. Partnering with AppFolio means we do everything in our power to make sure you have the tools to succeed.

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Bank-grade security

Have confidence that your critical customer and financial data are secure and confidential. We have SOC1 and SOC2 Type 2 certifications and conduct regular security audits of our systems to safeguard your operations and eliminate security risks.

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Award-winning customer success team

“Listening to our customers is in our DNA” is one of our company Core Values that every AppFolio employee is trained on. When you succeed, we succeed.

Impress investors, increase transparency, and raise more capital

Investor Portal

A digital portal that strengthens your brand reputation and provides your investors with on-demand information.


  • Provide real-time investment dashboard
  • Share tax forms & reports
  • Promote new offerings
  • Review performance metrics
  • Track contributions & distributions
AppFolio Investment Management interface window of Distributions History, with a circle shaped commercial buildings photo.
AppFolio Investment Management interface windows of Prospects (31) and green bar graph, with a circle shaped photo of a woman wearing pink earrings.

Investment Management

Automate your internal investment operations while adding an extra layer of accuracy and security.


  • Raise capital efficiently
  • Share & customize reports
  • Send sensitive documents securely
  • Send & receive electronic signatures
  • Track & share potential deals
  • Automate distribution calculations
  • Track, manage, send distribution payments
  • Visualize complex fund structures

Investor Relationship Management (CRM)

Have a single source of truth that fuels thoughtful transparency for your teams and your investors.


  • Review investments at-a-glance
  • Assign tasks across your organization
  • Review a history of investor interactions
  • Keep investors informed
  • Manage & track investor interests
  • Organize investment documents
AppFolio Investment Management interface windows of Investor Portal Visits and Distributions, with a green dotted rectangle shape in the background.
A headshot of Steven Saperstein, Principal, Sapphire Partners.
AppFolio Investment Management has allowed us to enhance communications with investors significantly. We love having everything in one place; the whole platform has a very logical flow in how it separates each component of each individual deal.

Steven SapersteinPrincipal, Sapphire Partners

award-winning support

When you succeed, we succeed

We provide unlimited support and custom live training with a dedicated customer care rep to get you confident using the software. It’s one of the reasons why we’re the proud recipient of the 2021 Appealie SaaS Award for overall customer success.

  • Get onboarded in weeks
  • Dedicated customer care rep
  • 24/7 access to digital Help Center
  • Lifetime support and training
The Appealie Award logo for 2021, with 2 rectangle background shapes made out of light blue dots.
The Appealie Award logo for 2021
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Transparent pricing designed for your business

No hidden fees. No overpaying for features you don’t need. With AppFolio’s transparent and competitive pricing plans, you’ll know exactly what you’re paying for and get exactly what you need.

Pricing starts at:

$700/ month*

* Pricing based on portfolio size

Learn more
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See AppFolio Investment Management in action

Your success is our passion. Whether it’s onboarding, support, or strategic advice, product experts are on call to answer your questions.