Without a streamlined, secure way to calculate and process payments, your business and investor relationships are at risk. In this short demo, our team of experts show how AppFolio Investment Management’s waterfall calculation and distribution features help general partners generate accurate and efficient investor payments, saving them 5 to 16+ hours per quarter. You’ll get an in-depth look at AppFolio Investment Management’s industry-leading waterfall tool and Investor Payments service, which has helped AppFolio customers of all waterfall structures streamline their distribution calculations and process payments electronically.

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

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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)

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Waterfall
distributions

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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

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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