1. 1 2023 © AppFolio, Inc. Confidential
Level Up Your
Property +
Investment
Management
Workflows
Product Demo

2. 2 2023 © AppFolio, Inc. Confidential
Mike Sebastian
Industry Principal
AppFolio Investment Manager
Led by

3. 3 2023 © AppFolio, Inc. Confidential
Q&A

4. One
powerful
platform
Power your entire business and
provide transparency, from
properties to investors.
Save time and automate
quarterly processes.
Provide a single source of
truth for your teams.

5. 5 2023 © AppFolio, Inc. Confidential
Relationship
Management (CRM)
Efficiently manage
relationships and interactions
with your investors within a
robust CRM system.
Investor Portal
Investors have easy 24/7
access to a dashboard
summarizing important
investment information.
Investment
Management
Promote new offerings, track
interest of prospective
investors and manage active
investments.

6. 6 2023 © AppFolio, Inc. Confidential
Daniel Morgan
Principal, Marterra Properties
Customer Success Story
“Really, it's the connection
between AppFolio’s property
management software and
investment management
software that creates kind of
a magical experience.”

7. 7 2023 © AppFolio, Inc. Confidential
7
Product Preview
AppFolio
Investment
Manager

8. 8 2023 © AppFolio, Inc. Confidential
Live Q&A

9. Thank you ✌
Schedule a customized product demo.