Real Estate Investor Management

Simplify your Investor Interaction and Keep Them Engaged


Tracking investors across all your companies can be a confusing and time-consuming process.

STRATAFOLIO’s investor management feature provides your organization with a complete view of all your investor activities. Immediately, know which investors invested in which legal entities, for how much, when, their Cash-on-Cash Return, and much more. 

Check out some of the features that will automate and simplify your investor management. 

Investor Login

You choose who will have the investor login option, so they can see only the investments they made in your organization.

Global View

Access your global metrics from anywhere, at any time for all your investors or for yourself. 

Complicated Investments?

Have confusing investments where one legal entity will invest in another legal entity? No problem.

Track Guarantors

When applying for a loan, lenders require you to provide a list of guarantor investors among other details. We can help!

And More...!

Schedule A 1:1 Demo Today! 

Let us show you how STRATAFOLIO will improve your Investor Management, save you time, money, and improve your bottom line. 


STRATAFOLIO has been a true partner working with both me and our team. They have implemented features that save hundreds of hours of work and as a result, makes my team here much more efficient. Having the ability to have one clear picture of all my real estate holdings, financial insights, investor relations, and real-time data in one spot, is invaluable.

Brent Dahlstrom

Brent Dahlstrom

Real Estate Developer and Owner

The best part of using STRATAFOLIO is that all the information I could need is easily accessible in a super user friendly way. As an accountant, I use STRATAFOLIO to monitor various entity loan ratios and cash flow. The platform takes data and puts them into a pretty little picture so I can easily explain the information to the CEO, investment partners, and third party stakeholders.


Cat Potter

Assistant Controller

I love QuickBooks but it doesn't help me with managing my leases or managing my loans, or even with putting my global together for lenders. STRATAFOLIO does all of that for me! I have already spotted a number of issues that were costing me money - like a lease bump I missed. My lenders love it too because I can send them information in just seconds! It is a must-have for RE owners.



Managing Partner

Stratafolio is a game changer!

While Quickbooks is an amazing product, it doesn't address the nuanced financial reporting needs of Real Estate Investors. Enter Stratafolio! Their intuitive reporting and amazing user interface connect all the you live, real-time financials for your entire rental portfolio. Investors are so good at analyzing a property before they buy...but tracking the actuals has always been an issue. Not anymore! I'm so happy to have Stratafolio in my arsenal and to be able to recommend it to my clients and students!

I don't have any complaints about the software.


Nick Baldo

STRATAFOLIO is easy to use and navigate plus it is a central location for all of our real estate holdings. We can get an up to date account of all our properties or break out and analyze one individually.
So far we like everything about the product. The cost is on the higher end but now that we're using STRATAFOLIO its worth the extra cost compared to the other options available.
We could not find another company that does what STRATAFOLIO is doing.
Our experience was great. They were very patient during the onboarding process. During this process, we were able to get better organized.

Kerri Zaferatos


Perfect place to bring all of the financial info in one place for multiple entities.  The STRATAFOLIO team is working with you to make sure you have the data to help your operations and decision making.




I will tell you, that the software is already working.  I received a notice today of two leases expiring, that if you had asked me, I would have said they had several years left.


Jake C.


Everyone seems excited so far and I think it’ll make life a lot easier! As I mentioned, just getting simple NOIs before was a huge hassle. Thank you again for all the help!


Michelle G

I really love QuickBooks Online and was starting to look for a property management software because I really needed the property management functionality. I kept hearing how hard the accounting was in those systems. Then I saw STRATAFOLIO on some blog. With STRATAFOLIO, I really get the best of both worlds! Good accounting and good asset and property management. I could not be happier! And the team was so friendly during the on-boarding. They were patient and answered every question.




Great Management Tool: The absolute best software for viewing the business as a whole. It brings all of our QuickBooks files together and does all the tedious work to make workflow more efficient. NNN invoicing and work orders to keep track of how much we are spending on each tenant.


Jaclyn J.


A Great Solution for Real Estate: As an outsourced accounting group that works heavily in real estate, we were needing a solution to get clients using QBO the info and functionality so unique to the industry. We implemented Stratafolio for one of our clients have been happy to add it to our preferred tech stack. Jeri and her team are great to work with and make the onboarding process very easy. Stratafolio fills all the holes of QBO when it comes to real estate from tenant management to billing to CAMs to overall asset and cash flow management. A great product for an underserved industry in QBO.



Great management tool: STRATAFOLIO is great at giving you a way to view all of your real estate holdings in a clear overview with the added capabilities of drilling-down into individual aspects of each property. Stratafolio gives a lot of clarity to your entire RE portfolio.