Keeping track of mountains of information is critical to your business, and in order to be successful, you must keep this information highly organized in a streamlined system that sets your back-office up for success. But more often than not, important information and data is spread across multiple locations such as spreadsheets, CRM’s, homegrown systems, word doc reports, and more. Storing information across different systems puts important and highly sensitive data at risk; it may be riddled with unknown errors, be difficult to quickly reference in emergencies, and leaves your business open to a security breach. We may assume our processes are risk-proof, until it’s too late. How secure is your business, and is it at risk right now? Listen to a panel of experts from the AppFolio Investment Management team discuss: - How to ensure data integrity - Avoiding the “Million Dollar Oops” - Answering investor requests without causing an internal fire drill - The new standard for information organization

1. Information Classification: General
Can you trust your data?

2. Information Classification: General
Can you spot the
“Million Dollar Oops”?

3. Information Classification: General
Does an investor request
set off an internal fire drill?

4. Information Classification: General
Would your business
survive if your
computer died today?

5. Information Classification: General
Do you know how
secure your cloud is?

6. Information Classification: General
Smarter Tools for Modern
Investment Management
• Easy to Use, learn, and train new employees
• Impress Investors with a portal that keeps
them updated, informed, and engaged
• Manage Fundraising. Promote new
opportunities and track interest of
prospective investors
• Ditch the Spreadsheets. Organize assets
in one central hub to increase efficiency
and mitigate risk