List of AppFolio Investment Management Customers
AppFolio
70 Castilian Drive,
Santa Barbara, 93117, CA,
United States
Santa Barbara, 93117, CA,
United States
1 805-364-6093
Professional Services
1702
$951M
Since 2010, our global team of researchers has been studying AppFolio Investment Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased AppFolio Investment Management for Real Estate Investment from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using AppFolio Investment Management for Real Estate Investment include: Anthos Properties, a United States based Construction and Real Estate organisation with 60 employees and revenues of $6.0 million, Calidus Management LLC, a United States based Construction and Real Estate organisation with 20 employees and revenues of $5.0 million, Ridgeline Capital Partners, a United States based Construction and Real Estate organisation with 20 employees and revenues of $5.0 million, Argo Property Group, a United States based Construction and Real Estate organisation with 10 employees and revenues of $1.0 million, Leebco, Inc, a United States based Construction and Real Estate organisation with 5 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using AppFolio Investment Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the ERP Services and Operations software purchases.
The AppFolio Investment Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of ERP Services and Operations software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Anthos Properties | Construction and Real Estate | 60 | $6M | United States | AppFolio | AppFolio Investment Management | Real Estate Investment | 2018 | n/a |
In 2018, Anthos Properties implemented AppFolio Investment Management for Real Estate Investment Management. The company used AppFolio Investment Management to collect rent and to track resident payments and resident information, centralizing rent roll data and tenant records within the application.
The deployment leveraged the cloud based AppFolio platform to deliver resident management and rent collection capabilities, applying standard Real Estate Investment Management workflows such as payment posting, unit level account tracking, and lease record consolidation. Operational coverage spanned property operations, leasing, and accounting functions, with governance focused on centralized tenant records, standardized payment posting procedures, and consistent resident information management.
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Argo Property Group | Construction and Real Estate | 10 | $1M | United States | AppFolio | AppFolio Investment Management | Real Estate Investment | 2016 | n/a |
In 2016 Argo Property Group implemented AppFolio Investment Management as its Real Estate Investment Management solution to move investor communications and document distribution onto a purpose-built platform. Prior to this implementation the company sent equity documents and managed all investor communication through email, creating frequent cases of lost documents and repeated resends, and a manual K1 distribution process that lacked a single source of truth for profitability and distributions.
The deployment focused on the AppFolio Investment Management online investor portal and document distribution capabilities, configured to deliver investor statements, equity documents, and tax documents such as K1s through a portal-first workflow. Configuration emphasized portal access to distributions, capital contributions, and profitability reporting, consolidating investor-facing content into AppFolio Investment Management and reducing reliance on ad hoc email attachments.
Operational coverage centered on investor relations and finance functions, with external investors provisioned to access documents and receive regular updates through the portal. The implementation centralized communications and reporting within the Real Estate Investment Management application, creating a single repository for investor inquiries and portfolio visibility while aligning internal workflows around portal-driven notifications and document management.
Governance and process changes included formalizing a single source for investor documents and instituting portal-based distribution of K1s and periodic updates, which removed previous manual handoffs. The firm reports a night and day difference after adopting AppFolio Investment Management, investors now access their documents and receive regular updates, and stakeholders describe the investor experience as significantly improved with clearer visibility into portfolio holdings and distributions.
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Calidus Management LLC | Construction and Real Estate | 20 | $5M | United States | AppFolio | AppFolio Investment Management | Real Estate Investment | 2016 | n/a |
In 2016, Calidus Management LLC implemented AppFolio Investment Management to centralize investor access and reporting as part of its Real Estate Investment Management activities. The small United States based construction and real estate firm with 20 employees configured the application to provide a single point of truth for investor-facing information and account-level visibility.
The deployment focused on investor portals and investor reporting capabilities within AppFolio Investment Management, configured to present individual investment positions, performance summaries, and related documents so investors could find the information they need without intermediary requests. Configuration emphasized clear account views and portal navigation to accommodate users with varying levels of technical comfort.
Calidus added an easy to find access tab on its public website that directs investors into their secure portals, and all investors logged in to the new investor portals, including older clients who initially felt intimidated by new technology. Operational coverage centered on investor relations and finance workflows, with the portal serving external investors across the firms client base in the United States.
Rollout included direct communications to investors and staged portal access, and the initial response from investors was extremely positive, with feedback that the portal allows them to see returns and individual investment details easily and comprehensively. The implementation reduced reliance on ad hoc investor inquiries by shifting information delivery to self-service investor portals and reshaped regular investor reporting workflows for Calidus Management LLC.
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Leebco, Inc | Construction and Real Estate | 5 | $1M | United States | AppFolio | AppFolio Investment Management | Real Estate Investment | 2017 | n/a |
In 2017 Leebco, Inc implemented AppFolio Investment Management as a Real Estate Investment solution to automate investor distributions. The small United States based construction and real estate firm configured the AppFolio Investment Management cloud application to centralize distribution calculations and payment orchestration for its investment portfolios.
AppFolio Investment Management automatically calculates distributions and enables ACH disbursements to investors with a few clicks, functionality Leebco uses to accelerate investor payouts. Operational coverage centers on accounting, investor relations, and back office distribution processing, where the application automated manual calculation and payment steps and introduced approval workflows for distributions. As a result, investors are receiving payments faster and Leebco reports reduced time spent processing distributions.
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Ridgeline Capital Partners | Construction and Real Estate | 20 | $5M | United States | AppFolio | AppFolio Investment Management | Real Estate Investment | 2019 | n/a |
In 2019 Ridgeline Capital Partners implemented AppFolio Investment Management to support its Real Estate Investment operations and investor access through the firm website. The deployment uses AppFolio Investment Management as a cloud delivered application, with the vendor hosted investor login surface reachable from Ridgeline Capital Partners website and the AppFolio sign in endpoint.
Configuration centered on core portfolio accounting and investor reporting capabilities within AppFolio Investment Management, with standard functional modules deployed for investor portal access, consolidated financial reporting, document repository and distribution and capital call workflows. The implementation emphasizes web based investor access and automated report distribution consistent with Real Estate Investment operational needs.
Operational coverage is focused on the firm level, spanning investment operations and investor relations for this United States based firm with approximately 20 employees. The AppFolio Investment Management instance is provisioned for internal staff and external investor logins, embedding the investor portal on Ridgeline Capital Partners website for direct client access.
Governance was structured around centralized administrative controls inside AppFolio Investment Management, with role based access for internal users and segregated investor permissions. Rollout and day to day operations are oriented to small firm scale, concentrating on cataloging portfolio documents, producing investor statements, and maintaining secure web access rather than multi region or enterprise scale orchestration.
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Buyer Intent: Companies Evaluating AppFolio Investment Management
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating AppFolio Investment Management. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating AppFolio Investment Management for Real Estate Investment include:
- Remedy Pharmaceuticals, a United States based Life Sciences organization with 10 Employees
- Es Digital Israel, a Israel based Manufacturing company with 30 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
|---|---|---|---|---|---|---|
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Remedy Pharmaceuticals | Life Sciences | 10 | $1M | United States | 2026-01-29 |
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Es Digital Israel | Manufacturing | 30 | $5M | Israel | 2025-11-16 |
FAQ - APPS RUN THE WORLD AppFolio Investment Management Coverage
AppFolio Investment Management is a Real Estate Investment solution from AppFolio.
Companies worldwide use AppFolio Investment Management, from small firms to large enterprises across 21+ industries.
Organizations such as Anthos Properties, Calidus Management LLC, Ridgeline Capital Partners, Argo Property Group and Leebco, Inc are recorded users of
AppFolio Investment Management for Real Estate Investment.
Companies using AppFolio Investment Management are most concentrated in Construction and Real Estate, with adoption spanning over 21 industries.
Companies using AppFolio Investment Management are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of AppFolio Investment Management across Americas, EMEA, and APAC.
Companies using AppFolio Investment Management range from small businesses with 0-100 employees - 100%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.
Customers of AppFolio Investment Management include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified AppFolio Investment Management customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Real Estate Investment.