Investors

Investor Portal

Watch your investments grow, maintain clear communication, and organize all important documents in one place.

Investor Portal

Backed By Innovative Technology

The Investor Portal includes an easy-to-read Dashboard that contains a summary of all your investments. It's designed to keep complex investment information simple and organized.

AppFolio Investor Portal

Easy Access to Your Investment Portfolio

Our Investor Portal (powered through AppFolio) includes a comprehensive Dashboard where you can easily view your investment portfolio details, contributions and distributions, project updates upcoming investment opportunities, and more on one convenient platform.

Understand Your Investments’ Assets

Bring your investments to life with access to detailed information about your investments’ assets. Knowing asset details will help you better understand your investment and have more informed discussions with our team.

Organize Documents in One Secure Place

Paper documents lack security, can get lost, and are difficult to safely share with CPAs and other financial managers. Important investment documents are organized and stored in the Investor Portal, which is backed by state-of-the-art data security.

Real-Time Investment Performance

It’s important to be able to track the progress of your investments in real time. The Investor Portal gives 24/7 access to easy-to-understand performance metrics with both high-level data and detailed information.

AppFolio Investor Portal

Easy Access to Your Investment Portfolio

Our Investor Portal includes an easy-to-read Dashboard for a summary of all your investments. It’s designed to keep complex investment information simple and organized. 

Understand Your Investments’ Assets

Bring your investments to life with access to detailed information. Understanding asset details will give you a more tangible investment experience and will help you have more informed discussions with our team.

Organize Documents in One Secure Place

Paper documents lack security, can get lost, and are difficult to safely share with CPAs and other financial managers. Important investment documents are organized and stored in the Investor Portal, which is backed by state-of-the-art data security.

Real-Time Investment Performance

It’s important to have real-time visibility to your investments’ progress. The Investor Portal gives 24/7 access to easy-to-understand performance metrics with both high-level data and details. 

Maximize your investment.

Leverage the benefits of our Investor Portal today.

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