Case Study: Calidus Management streamlines investor operations and scales faster with AppFolio

Calidus Management, LLC Streamlining business operations to scale faster

Calidus Management, LLC, an investment and management platform focused on student housing, multifamily, and commercial properties, needed a simpler way to manage investor communications, accounting workflows, and reporting as it scaled its business. Its older software was difficult to navigate, and the team wanted a more professional investor experience with easier access to returns, statements, and portfolio information.

AppFolio implemented AppFolio Investment Manager to centralize investor data, improve document sharing, and streamline monthly distributions and reporting. The results included highly positive investor adoption of the portal, faster access to key information for the back office, more organized K-1 and statement वितरण workflows, and reduced end-of-quarter workload as Calidus moves more statements online. AppFolio also helped Calidus present a more professional image at investor meetings and gave the team quicker, clearer visibility into investor activity and returns.

Calidus Management

Oliver Cameron-Hayes

President and Co-Founder