What I like most about AppFolio Investment Manager is its exceptional customer support—dedicated reps who respond quickly with real solutions, making it feel like a true partner rather than just software. The intuitive investor portal stands out too, giving our investors seamless, mobile access to performance data, tax forms, and documents, which has boosted their satisfaction and loyalty. Finally, the automation for waterfalls, distributions, and reporting has slashed our manual work, letting the team focus on growth instead of grunt tasks. Overall, it's a game-changer for efficiency at a fraction of the cost of competitors. Review collected by and hosted on G2.com.

What I dislike about AppFolio Investment Manager is its limited customization options for reporting, which can feel restrictive when tailoring data for specific investor needs. The onboarding process can be clunky, with occasional delays in syncing data or setting up complex deal structures. Additionally, the platform’s pricing, while competitive, can still sting for smaller firms with tighter budgets. Some advanced features, like deeper CRM integrations, feel underdeveloped compared to the core functionality. Overall, these gaps can frustrate users looking for more flexibility or seamless scaling. Review collected by and hosted on G2.com.

I like that AppFolio Investment Manager is very easy to use. I never have problems finding anything, and the tools are very easy to use. I also find the text messaging and emailing residents features to be really useful. It's convenient having everything in one place where I can send communications to my residents. Additionally, the initial setup was super easy. Review collected by and hosted on G2.com.

Not applicable. Review collected by and hosted on G2.com.

Its user friendly, easy to navigate and good design Review collected by and hosted on G2.com.

Making some searches can be complex if you're new to the platform Review collected by and hosted on G2.com.

How it connect with Appfolio Property Manager. Review collected by and hosted on G2.com.

Everything else. It's not customizable and support is awful. The options for calculating waterfalls are very limited as well. Review collected by and hosted on G2.com.

Transparency on investment performance, returns, etc. Review collected by and hosted on G2.com.

Nothing, I'm very happy w/ Appfolio Investment Manager Review collected by and hosted on G2.com.

The search bar makes it easy to find anything -- contact, entity, investment. Clean, highly intuitive interface and overall user experience from the front or back end. Review collected by and hosted on G2.com.

Some data entries are manual; inability to input multiple currencies Review collected by and hosted on G2.com.

I appreciate many aspects of the AppFolio Investment Manager. I appreciate how each investment and its investors can be categorized and separated for emails, reporting, and communication. I like the fundraising feature that allows us to create and share an investment with others to gauge their interest. Review collected by and hosted on G2.com.

I wish there was a way to personalize an email when requesting signatures. It just sends a generic reminder and link that cannot be edited. I also wish there was a way to take an asset from the

fundraising" section with committed investors and assign signatures without all the added steps of asking for accreditation and forcing all the steps to be complete before the asset can appear in the Investment category. Because of this, we use the fundraising feature, but then I manually enter all committed investors in the "Investment" side (that I manually create for the asset) so that I can directly manage what they complete and there is not a concern if they don't get all of their forms completed immediately. . Review collected by and hosted on G2.com.

It’s very easy to use, and it helps me communicate with our investors much more easily. Review collected by and hosted on G2.com.

AppFolio could do a better job of explaining how to integrate it with other programs. The integration options aren’t as clear as they could be, and clearer guidance would make the setup process easier. Review collected by and hosted on G2.com.

AppFolio provides excellent tracking for fundraising and makes it easy to distribute investor reports. Review collected by and hosted on G2.com.

One downside is that AppFolio requires me to enter security codes too often just to access the app. Review collected by and hosted on G2.com.

AppFolio Investment Manager has streamlined our investor communications and capital tracking across multiple assets. The portal is professional and easy for investors to navigate, and it makes distributions and document sharing much more efficient. Their customer support is awesome and a huge part of why I like the product so much. Their team is knowledgeable and responsive, and new feature rollouts are typically thoughtful and relevant to our needs. Review collected by and hosted on G2.com.

We’d also like to see more customization in reporting, Alpha charts, and communication tools without requiring a workaround. That said, the team is receptive to feedback and regularly improves the platform. Review collected by and hosted on G2.com.