Real Estate Investor Management
Simplify your investor interactions and keep them engaged
HOW WE HELP YOU!
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.
Enjoy exclusive bundled pricing on STRATAFOLIO and QuickBooks Online, and receive a perpetual discount on your QuickBooks subscription. Visit our pricing page for more information.
Only Need QuickBooks?
Select your country for a QuickBooks Online subscription at a discounted rate.
Investor Login
You choose who will have the investor login option, so they can see only the investments they made in your organization.
- Know your own or your investors' metrics in real time
- Build confidence with your investors and lenders
- Provide more transparency to your investors
Get more information on effective investor relationship management in our blog article.
Global View
Access your global metrics from anywhere, at any time for all your investors or for yourself.
- Track total ownership value of all investments made
- Dynamic filtering to see performance over any time
- Quickly understand your investment distribution
Learn more about the STRATAFOLIO Investor Dashboard in our helpful Knowledge Base article.
Complicated Investments?
Have confusing investments where one legal entity will invest in another legal entity? No problem.
- Exportable table to help explain ownership structures
- Clearly show the ownership path of the investment
- Track all your investment types
Track Guarantors
When applying for a loan, lenders require you to provide a list of guarantor investors among other details. We can help!
- See how much loan responsibility each investor has
- Track which investors are listed as guarantors
- Streamline your loan process
And More...!
Schedule A 1:1 Demo Today!
HEAR IT FROM OUR CUSTOMERS
When looking for a platform that can handle asset management, property management, and tenant management - there was really only one option. There are a lot of platforms that can do one of these three things - but STRATAFOLIO is built to manage them all. Their Onboarding Team made the transition incredibly smooth. They handled everything for us so that we could focus on utilizing the tool. This software has helped our organization stay on top of rent increases, expired leases, etc - saving us a tremendous amount of time and money. From the Owner's Dashboard with high level overviews all the way down to the work orders and insurance tracking; I HIGHLY recommend STRATAFOLIO for anyone in the real estate industry.
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.
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.
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.
Can't believe I waited this long to migrate to STRATAFOLIO. STRATAFOLIO provides us the necessary insight into our business that we were missing. We now are aware of the upcoming lease escalations and have valuable insight into the value of our assets.
