About AppFolio Investment Management

AppFolio Investment Management is a cloud-based solution that helps small to large businesses in the real estate industry handle assets and manage fundraising campaigns. It comes with a centralized dashboard, which enables users to track investment portfolios, view capital summary and monitor organizational performance.

AppFolio Investment Management allows businesses to record prospect details in an in-built database, communicate with clients via emails and track client interactions. It provides an investor portal for users to sign pending documents, view asset locations and share tax forms with investors. Additionally, it lets organizations process electronic payments, perform audits and generate reports in PDF formats.

AppFolio Investment Managemen...


Read More

Supported Operating System(s):

Web browser (OS agnostic)

5 Reviews of AppFolio Investment Management

Average User Ratings

Overall

4.80 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(4)

4

4 stars

(1)

1

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Filter reviews by:

Sort by: Most Helpful | Most Recent

Showing 1 - 5 of 5 results

Do you use this product?Write a review

February 2020

Will from Fairlawn Capital

Company Size: 51-200 employees

Industry: Real Estate

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

February 2020

AppFolio IM Provides Tremendous Value at a Great Price!

The biggest benefits of AppFolio Investment Management are that we now look and feel more professional to our investor group, and implementing the solution was neither time-consuming or costly. On an ongoing basis, the platform reduces the time required to keep track of our growing investment and investor base, enhances our investor communication methods, keeps us closer to and more constantly in contact with our investors, and helps ensure data accuracy via integration with AppFolio Property Manager.

Pros

My investors love the portal and it makes my life exponentially easier versus manual and scattered investment tracking methods. My firm already uses AppFolio Property Manager, so it was an easy decision to add Investment Management, and the integration is seamless. We also felt that the price point was very attractive compared to other stand-alone programs, but without making any real sacrifices from our "must-haves." The customer support has been tremendous and I feel as if the software is continually evolving for the better.

Cons

Some features and functionality are still lacking, although the product team is constantly in contact for feedback and advice on new features. For some minor items, we had to create workarounds until newer functionality is fully built-out, but nothing has held me back from becoming fully operational in the platform. That said, we appreciate that the system is getting better-by-the-day and that we have a voice in future versions of the product.

Reasons for Choosing AppFolio Investment Management

Cost and seamless integration with our operating software

May 2019

Jeremy from Argo Property Group

Company Size: 2-10 employees

Industry: Real Estate

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2019

Greatest business enabler so far

We were using email and conference calls to communicate investment information previous to AppFolio IM. Every time we had a call or sent an email different content was shared and it was a labor intensive process that we couldn't keep up with. Even worse, our accounting team managed investor reports via Excel reports which were cumbersome, time consuming to create, had errors, and we weren't always sure which was the latest version. Using AppFolio IM we can add all investors to a prospective opportunity and launch fundraising with one distribution... and we never attach files to emails that used to get forwarded far beyond where they were intended. And our accountants save whole days worth of time. In numerical terms, we have probably 10-20x our equity raise from the time we started to just 4-6 months forward. And we were able to hire new staff to help raise capital and know they could rely on our pushing information out through the portal consistently and quickly to their new prospects. We've quickly moved past 6-figure investors and well into 7-figure investors.

Pros

Very intuitive and user friendly from an administrator's perspective to get up and running quickly and with only limited time available. Our customers report back we are a stand out among peers and everyone has commented that accessing the site and using the features was simple. The support from the AppFolio IM team is unparalleled; they adapt the program in response to feedback and are always available to help answer technical questions. You never get a "help desk" type experience!

Cons

No complaints yet. New features are added all the time which is great. We are also a user of the AppFolio Property Management site. We evaluated many options and this was the easiest and quickest way for us to launch.

September 2020

Natalie from The Ritchie Group

Company Size: 11-50 employees

Industry: Real Estate

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

Functionality

4.0

September 2020

Amazing Experience

Once we are completely on line this software will allow all our investors to be able to see what is going on with their investments and will cut back on the calls I receive.

Pros

The investment features are very important to our business and upon educating myself with the help of [SENSITIVE CONTENT HIDDEN] Team and [SENSITIVE CONTENT HIDDEN] we are working toward utilizing the software and also having all of our investors use it. An amazing software that is transitioning as needed.

Cons

The only real problem we experienced was our upload that did not work due to comas and periods in the upload. I have worked with [SENSITIVE CONTENT HIDDEN] a lot with getting this process completed. This is minimal to the need for this type of software.

October 2019

Jerry from JMG Capital Investments

Company Size: 51-200 employees

Industry: Real Estate

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

October 2019

great investor software

Pros

Appfolio being new to this field gave us leverage and flexibility as we already used their property management software. Since we started using the software in March they have made dozens of changes to add additional features and features.

Cons

Basically, nothing as we new to automating investor management

May 2020

Atticus from Montecito Venture Partners, LLC

Company Size: 51-200 employees

Industry: Real Estate

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2020

Outstanding Product

After spending an hour or so driving the features with the assistance of an AppFolio representative, it became easy to use and navigate. Whenever I have questions I receive thorough answers promptly, which is very helpful.

Pros

Easy to use, investors love it, and it is a great and efficient way to communicate with investors and distribute tax information.

Cons

It would be nice to be able to send emails from a no-reply address, but not a big deal, and Appfolio is constantly improving the features and functionality.