“With AppFolio, it's been much easier to keep investors happy”

Tony Bettis 
President & CEO, All Pro Capital

Partnering with AppFolio for a better investor experience

Tony Bettis is a man who gets things done. After growing from 30 investors to over 450 within seven years, Tony saw that he needed an Investment Management solution that could keep up with his company's exponential growth. However, he didn't expect to find a solution that would help his company expand and improve the investor experience simultaneously.



The All Pro Capital team early adopted into an Investment Management system they hoped would empower their growth. But over time, Tony discovered that the system they initially chose wasn't the right option to support the company's evolving needs. The longer Tony's team used their initial system, the less support they received, leaving the team in a lurch. 



All Pro Capital's consistent investment success meant they were paying investors quarterly on all tasks. Tony needed a solution that had an easy-to-use waterfall feature to ensure that investors receive the right amount of earnings on time.



Here's what Tony shared about his experience using AppFolio Investment Manager.

How has AppFolio Investment Manager strengthened your investor relationships?

With AppFolio, it's been much easier to keep investors happy.



With our previous system, investors didn't have clear insight into the investment information they needed. They often had to call in to ask for their balances or K-1s, meaning we needed staff available to answer calls and provide support.



But now, investors can find all the information they need in the Document Center within the AppFolio Investment Manager Investor Portal. When investors use the intuitive dashboard, accessing important investment information is much more convenient for them. In fact, many of our clients have mentioned that we should be touting that capability as evidence of how we put customers first.

How has AppFolio Investment Manager empowered your team to scale?

Shifting from our previous vendor to AppFolio has made a night and day difference for both our investors and our staff. As we built out our operations with AppFolio, the team's response and personalized service were amazing compared to our previous provider. Keeping our investors happy takes way less staff than it did before.



A powerful waterfall system was our most critical need when we started working with AppFolio. Even though our previous vendor had a waterfall system to calculate and distribute funds for investors, we were never able to get that system to work well for our needs. Every project is different, and paying investors quarterly based on our metrics and hurdles was a monumental task.



AppFolio Investment Manager does those calculations automatically, so we aren't spending time and energy every quarter trying to determine what we owe our investors. Plus, the personalized investor dashboards empower our investors to get the information they need without regular phone calls to our office. That means even though we're supporting more investors and projects than ever, we can effectively scale without hiring more staff members.

What AppFolio Investment Manager feature made the biggest impact on your business?

Alongside the waterfall system, one of our biggest upgrades for our team is the presentation of our management dashboard, which shows data on all of our investments and investors.



With our previous vendor, we had to sort and filter the data ourselves to find the information we needed. The dashboard wasn't presented in a way that was easy to understand and accessible. AppFolio's responsive and intuitive dashboard gives our team a clear visualization of the data we needed at a moment's notice.

What would you tell someone who is considering partnering with AppFolio?

AppFolio has been a huge blessing for us in scaling our company. AppFolio Investment Manager has become an integral part of our everyday interaction with our clients.



One thing that sets All Pro Capital apart is our commitment to a great customer experience. With AppFolio Investment Manager, we're able to provide a better investor experience with less staff, allowing us to grow even faster.