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ease
features
design
support

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Description

AppFolio Investment Management offers a comprehensive cloud-based software solution designed specifically for real estate investment management. This versatile platform, accessible through a single login, equips users with powerful tools to enhance the efficiency of fund and syndication management. Investors can utilize an intuitive self-service Investor Portal, which allows for convenient 24/7 access, interactive dashboards, and a robust CRM that facilitates effective communication and fundraising efforts. Developed by the acclaimed team responsible for AppFolio Property, this portal grants investors continuous access to a personalized dashboard that outlines their investment status and asset details, including both invested and distributed capital. Investors benefit from real-time insights into their financial positions as well as the ability to easily locate important reports, tax documents, and other shared files, with the added security of electronically signing agreements. Through its user-friendly interface, the AppFolio Investor Portal not only simplifies investment management but also strengthens the connection between investors and their investment managers.

Description

Discover Investment Properties in Your Area. Privy offers unparalleled data to help you uncover real investment opportunities nearby! We highlight where thriving real estate investment (REI) initiatives are taking place, guiding you to similar properties available for purchase right now. Accelerate your REI achievements by following in the footsteps of the most accomplished investors. We prioritize our collaborations, working closely with title companies, real estate educators, hard money lenders, and various other partners to foster success for all involved. Reach out to us today for additional insights! If you're just starting your investment journey, don’t worry. Privy equips you with the knowledge to identify which investment types fit you and your local market much quicker than seasoned professionals did in the past. By leveraging “MLS Data Education” derived from active market conditions, investor behaviors, and effective strategies, Privy is the only real estate investment software that simplifies finding the most promising areas to invest based on diverse investor needs and strategies. Join the community of informed investors and take the first step towards your financial future!

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Ecwid
PATLive
RemoteLock
Vyzer
Zapier

Integrations

Ecwid
PATLive
RemoteLock
Vyzer
Zapier

Pricing Details

$600 per month
Free Trial
Free Version

Pricing Details

$97 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AppFolio

Country

United States

Website

www.appfolioinvestmentmanagement.com

Vendor Details

Company Name

Privy

Founded

2012

Country

United States

Website

www.privy.pro/

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

Real Estate CMA

Contact Management
Lead Capture
Market Charts
Presentation Tools
Price Forecasting
Proposal Generation
Templates

Alternatives

Alternatives

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Cash Flow Analyzer

Real Estate Analysis Software