Case Study: Capital Fund 1 achieves repeat investors and time savings with AppFolio

Capital Fund 1 Gaining repeat investors through software

Capital Fund 1, a Scottsdale-based private money lender founded in 2009, needed a better way to manage investor communications and reduce the burden of an outdated investor module. Its previous system created confusion for investors and generated frequent support calls, making onboarding and account access cumbersome.

Using AppFolio Investment Manager, Capital Fund 1 improved the investor portal experience, streamlined statement and K-1 delivery, and automated manual back-end tasks. The result was fewer investor issues, faster onboarding, stronger client feedback, more repeat investors, and significant time savings for the team.

Capital Fund 1

Al Bazan

VP of Accounting