Audience
Real estate investment managers who want a software solution to manage syndications and funds
About AppFolio Investment Management
AppFolio Investment Management is a cloud-based, all-in-one real estate investment management software solution. The on-demand, one-login platform provides flexible and powerful tools to streamline fund and syndication management. Provide investors with a self-service Investor Portal for easy 24/7 access, view at-a-glance dashboards, and access a robust CRM system to streamline fundraising processes and better communicate with investors. Created by the award-winning team behind AppFolio Property. 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 investors with real-time, 24/7 access to a summary of their investment positions, and their invested and distributed capital. Investors can visit the AppFolio Investor Portal to easily find reports, tax forms, and other shared documents and securely sign agreements.
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Fundamental Portal
Fundamental Portal is your ultimate solution for transforming the investment management experience for real estate GPs, owner/operators, fund managers, and more. Our cutting-edge platform offers a streamlined approach to capital raising, providing users with professional, secure, and simple interfaces in order to facilitate efficient investor interactions.
Fundamental Portal ensures a seamless experience for both investors and capital raisers:
🚀 Facilitates quick soft commitments
📈 Enables funds to be raised in minutes
🔄 Streamlines distribution workflows
📄 Allows real-time document sharing
But that's not all. As an add-on, Fundamental Admin complements Fundamental Portal with comprehensive back-office support. Say goodbye to administrative burdens as Fundamental Admin was created to allow fund managers to focus on capital raising and growth.
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Pricing
Starting Price:
$600 per month
Integrations
Company Information
AppFolio
United States
www.appfolioinvestmentmanagement.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Support
Phone Support
Online
AppFolio Investment Management Frequently Asked Questions
AppFolio Investment Management Product Features
Investment Management
Accounting Management
Client Management
Data Import / Export
For Investors & Traders
Fund Management
Performance Metrics
Benchmarking
Bonds / Stocks
Commodities
Compliance Reporting
For Investment Advisors
Modeling & Simulation
Payroll & Commissions
Portfolio Management
Risk Management
