Manually managing accounting transactions, reporting, fundraising, billing, and property data can be a time-consuming and challenging task for your team. Enable your team to accomplish more with a single source of truth that streamlines your investment and property management workflows. When you combine AppFolio Investment Manager and AppFolio Property Manager to power your business, you can automate your quarterly processes, access full transparency from properties to investors, and provide a single source of truth for your teams.

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.

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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.”

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7
Product Preview
AppFolio
Investment
Manager

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

9. Thank you ✌
Schedule a customized product demo.