Case Study: PrideCo Capital Management saves time and delivers a professional investor experience with AppFolio

PrideCo Capital Management Saving time while providing a professional investor experience

PrideCo Capital Management, a multi-family office founded in 2005, struggled with a cumbersome, time-consuming approval and investor-update process as it expanded into lending and real estate funds. Before using AppFolio Investment Manager, preparing and sharing account information for investors could take an entire day, and the firm wanted a more professional, secure experience for its investors.

AppFolio implemented Investment Manager and the Investor Portal to streamline workflows, centralize reporting, and give investors secure self-service access to their information. The results were significant: account-sharing tasks dropped from about a full day to around 2 minutes, communication became simpler and more secure, and investors responded positively—within about a month of implementation, some reached out with additional capital to invest.

PrideCo Capital Management

Brandon Small