This document discusses investment management software solutions. It notes that tracking investors, paperwork, and funds can be challenging without software. The software provides features like CRM to manage investor relationships, investment management to promote offerings and track interest, and an investor portal for 24/7 access to account information. It includes testimonials about how the software streamlines processes, improves communication and organization, and gives investors confidence. The conclusion emphasizes that the software makes fundraising, reporting, and managing investors easier through centralization and automation.

1. 1 © AppFolio, Inc. Confidential 2019
Smarter Tools for
Modern Investment
Management
with Michael Sebastian

2. Submit your
Questions
Type questions and
comments in the
questions pane

3. Michael Sebastian
Industry Principal
Today’s Speaker

4. It’s important to look
professional to investors.
Investors want easy
access to their investment
information 24/7.
Tracking investors’ interest, paperwork
and funds is like “herding cats”.
Without software it’s hard
to manage investors.
A Purpose Built Solution
K-1s are challenging to distribute
securely. Investors often “lose them”
and need a previous K-1.
Preparing and distributing quarterly
reports can be time consuming.
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5. 5 © AppFolio, Inc. Confidential 2019
Investment Management Today

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Investor Expectations are Changing

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Family Office Trends
Source: https://www.perenews.com/family-offices-increase-allocation-to-real-estate-over-all-others-ubs/

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Increased Retail Investing
Source: 2019 NAREIM-FPL Associates Global Management Survey
How do you access retail capital?
External/
Third-party distribution
platform (20%)
Parent company
sales force (13%)
In-house real estate
capital raising team
(20%)
How important will retail capital be to
your business over the next three years?
Very
important
(38%)
Not important at
all (12%)
Somewhat
important (50%)

9. 9 © AppFolio, Inc. Confidential 2019
Poll
Where is your
investment
capital from?
○ High Net Worth Individuals
○ Institutional Investors
○ Friends and Family
○ Retail Investors

10. Relationship
Management (CRM)
Efficiently manage
relationships and interactions
with your investors within a
robust CRM system.
Investment
Management
Promote new offerings, track
interest of prospective
investors and manage active
investments.
Investor Portal
Investors have easy 24/7
access to a dashboard
summarizing important
investment information.
10 © AppFolio, Inc. Confidential 2019

11. ᐩ Investment Manager Dashboard
ᐩ Investor Database
ᐩ Fundraising History
ᐩ Communication Tools
Investor Relationship
Management (CRM)

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Investment Management Insights
INVESTOR RELATIONSHIP MANAGEMENT (CRM)
“We needed investment
management software that
manages communications so
nothing falls through the cracks.
The benefits are communication,
professionalism, organization,
transparency, and simplicity.
Our investors love it.”
STEVEN RICE
Owner & Managing Partner
Venture Real Estate Co

13. Efficiently manage a large set of current and potential investors
Gain insights into your investors’ investment history
Track all investor information in one secure place
Have a holistic view of your business
Investor Relationship Management (CRM)
Efficiently manage relationships and interactions with your investors within a robust CRM system.
13 © AppFolio, Inc. Confidential 2019

14. ᐩ Fundraising Tracking and Document
Signing
ᐩ Statements and Reporting
ᐩ Waterfall Distributions
ᐩ Document and K-1’s Sharing
ᐩ Investment Performance
Investment
Management

15. "It streamlines the
fundraising process
and helps us raise
more capital from each
individual investor. It
helps us communicate
clearly and consistently
and ultimately gives
our investors greater
confidence in our
business so they are
confident investing
even more with us."
Investment Management Insights
INVESTMENT MANAGEMENT
15 © AppFolio, Inc. Confidential 2019

16. Streamline fundraising and capital calls
Efficiently distribute K-1’s and documents
Make waterfall distributions simple and fast
Increase efficiencies and mitigate risks by reducing spreadsheets and double-entries
Investment Management
Promote new offerings, track interest of prospective investors and manage active investments.
16 © AppFolio, Inc. Confidential 2019

17. ᐩ Dashboard of investments, capital invested,
property info
ᐩ View reports, investment documents, and K-1s
ᐩ View historical distributions and investment
performance
ᐩ Ability to view contact information
ᐩ Investors can log in directly from your website
Investor Portal

18. “Unlike our competitors, we
can take out an iPad at an
investor meeting and pull up
all the information we need
in one central location. They
may have to print heaps and
heaps of paper to provide a
simple explanation. For us,
all the information is at our
fingertips.”
OLIVER CAMERON-HAYES
COO & Co-Founder, Calidus
Investor Dashboard
INVESTOR PORTAL
18 © AppFolio, Inc. Confidential 2019

19. Provide a professional experience to investors
Easily communicate with investors
Give investors on-demand access to all their investment
information
Guarantee security of important documents
Investor Portal
Investors have easy 24/7 access to a dashboard summarizing important investment information.
19 © AppFolio, Inc. Confidential 2019

20. ᐩ Manage Investors
ᐩ Automate complex distributions and APM accounting
ᐩ Push report packets to an Investor Portal
ᐩ Quick K-1 distribution
ᐩ Everything in one familiar place
AppFolio Property Manager
A Seamless Solution

21. 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

22. Want to
Learn More?