SlideShare a Scribd company logo
1 2022 © AppFolio, Inc. Confidential
Calculating and
Paying Distributions
Product Preview
2 2022 © AppFolio, Inc. Confidential
Featuring
Juwan Kadir
Sr Solutions Engineer, Team Lead
AppFolio Investment Management
3 2022 © AppFolio, Inc. Confidential
Q&A
4 2022 © AppFolio, Inc. Confidential
Efficiently manage
relationships and
interactions with your
investors within a
robust CRM system.
Promote new offerings,
track interest of
prospective investors
and manage active
investments.
Investors have easy
24/7 access to a
dashboard
summarizing
important investment
information.
Investor Portal
Investment
Management
Relationship
Management (CRM)
5 2022 © AppFolio, Inc. Confidential
Waterfall
distributions
6 2022 © AppFolio, Inc. Confidential
Investor
Payments
Investor Payments is integrated into your Investment
Management workflows so you can easily send,
track and manage payments, giving you valuable
time back to focus on growing your business.
ᐩ Easily collect investor bank accounts
ᐩ Send ACH or Checks in 3 clicks
ᐩ Investors notified automatically
7 2022 © AppFolio, Inc. Confidential
Smarter tools for modern
investment management
ᐩ Easy to Use, learn, and train new
employees
ᐩ Impress Investors with a portal that
keeps them updated, informed, and
engaged
ᐩ Manage Fundraising. Promote new
opportunities and track interest of
prospective investors
ᐩ Evolve beyond Spreadsheets.
Organize assets in one central hub
to increase efficiency and
mitigate risk

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Calculating and Paying Distributions: How to automate your investor payments

  • 1. 1 2022 © AppFolio, Inc. Confidential Calculating and Paying Distributions Product Preview
  • 2. 2 2022 © AppFolio, Inc. Confidential Featuring Juwan Kadir Sr Solutions Engineer, Team Lead AppFolio Investment Management
  • 3. 3 2022 © AppFolio, Inc. Confidential Q&A
  • 4. 4 2022 © AppFolio, Inc. Confidential Efficiently manage relationships and interactions with your investors within a robust CRM system. Promote new offerings, track interest of prospective investors and manage active investments. Investors have easy 24/7 access to a dashboard summarizing important investment information. Investor Portal Investment Management Relationship Management (CRM)
  • 5. 5 2022 © AppFolio, Inc. Confidential Waterfall distributions
  • 6. 6 2022 © AppFolio, Inc. Confidential Investor Payments Investor Payments is integrated into your Investment Management workflows so you can easily send, track and manage payments, giving you valuable time back to focus on growing your business. ᐩ Easily collect investor bank accounts ᐩ Send ACH or Checks in 3 clicks ᐩ Investors notified automatically
  • 7. 7 2022 © AppFolio, Inc. Confidential Smarter tools for modern investment management ᐩ Easy to Use, learn, and train new employees ᐩ Impress Investors with a portal that keeps them updated, informed, and engaged ᐩ Manage Fundraising. Promote new opportunities and track interest of prospective investors ᐩ Evolve beyond Spreadsheets. Organize assets in one central hub to increase efficiency and mitigate risk