Investment management software: so you can focus on what matters.
AppFolio Investment Manager is a commercial real estate software that enhances your investor experiences and simplifies your investment operations.
![An animated screen shot of the AppFolio Investment Management Dashboard interface.](https://appfoliocdn.s3.amazonaws.com/im/lp/sem/img/gp-dashboard_1600x1033.gif)
![A rectangle made out of green dots.](https://www.appfolioinvestmentmanagement.com/v4/img/shared/rectangle-dots-green_612x274.png)
One more thing
To ensure you meet with the right Product Expert, please let us know more about your business.
As a real estate investment manager, how many properties do you actively own?
I am not a real estate investment manager
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The AppFolio difference
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.
World-class security
We utilize SOC 1 & 2 Type II compliant data centers to guarantee data safety. In addition, all application data is encrypted and stored in one central hub with Two-Factor Authentication.
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.
Benefits
- 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.](https://www.appfolioinvestmentmanagement.com/v4/img/desktop/product/ip-distribution-history_1251x802.png)
![AppFolio Investment Management interface windows of Prospects (31) and green bar graph, with a circle shaped photo of a woman wearing pink earrings.](https://www.appfolioinvestmentmanagement.com/v4/img/desktop/product/im-fundraise-effectively_1256x1075.png)
Investment Management
Automate your internal investment operations while adding an extra layer of accuracy and security.
Benefits
- 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.
Benefits
- 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.](https://www.appfolioinvestmentmanagement.com/v4/img/desktop/product/crm-im-dashboard_1194x949.png)
![A headshot of Steven Saperstein, Principal, Sapphire Partners.](https://www.appfolioinvestmentmanagement.com/v4/img/shared/quotes/steven-saperstein_156x156.png)
AppFolio Investment Manager 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 2023 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
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
![A multi-story glass and brick apartment building, with a rectangle background shape made out of blue dots.](https://www.appfolioinvestmentmanagement.com/v4/img/desktop/our-software/os-transparent-pricing-building_975x1252.png)
![A rectangle made out of green dots.](https://www.appfolioinvestmentmanagement.com/v4/img/shared/rectangle-dots-green_612x274.png)
See AppFolio Investment Manager in action
Your success is our passion. Whether it’s onboarding, support, or strategic advice, product experts are on call to answer your questions.