AppFolio | Investor Day Presentation Deck | 85 slides

AppFolio · 2022-10
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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5
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Slide inventory

85
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Setup
02
front_matter
Open slide detailBeat · Setup
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other
Open slide detailBeat · Setup
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front_matter
Open slide detailBeat · Setup
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establish_context
Open slide detailBeat · WhyLoop · Golden Circle
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analyze_data
Open slide detailBeat · WhyLoop · Golden Circle
07
The slide uses a simple list format to define the company's growth strategy.present_framework
Open slide detailBeat · WhyLoop · Golden Circle
08
Uses a paddle motif at the start and end of the timeline.summarize
Open slide detailBeat · WhyLoop · Golden Circle
09
The slide uses a clear visual hierarchy to distinguish between core TAM (large boxes) and adjacent markets (smaller boxes).size_opportunity
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analyze_data
11
introduce_nominees
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summarize
13
The slide uses a horizontal timeline/process flow to illustrate four key strategic pillars.plan_implementation
14
front_matter
15
The slide uses a custom layout to represent market segments, with an adjacent market callout.size_opportunity
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This is a classic 'Land and Expand' style growth strategy framework.present_framework
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establish_context
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present_framework
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The slide depicts a flywheel-like process architecture.present_framework
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diagnose_problem
Open slide detailBeat · ProblemLoop · Cost Of Inaction
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The slide uses a circular flow diagram to connect five key strategic pillars.present_framework
Open slide detailBeat · ProblemLoop · Cost Of Inaction
22
The slide uses a hub-and-spoke visual layout to connect a central theme to three specific strategic initiatives.summarize
Open slide detailBeat · ProblemLoop · Cost Of Inaction
23
present_framework
Open slide detailBeat · ProblemLoop · Cost Of Inaction
24
The slide uses a visual connection between the text list and the 'Product Innovation' circle, which then points to UI screenshots of the AppFolio platform.present_solution
Open slide detailBeat · ProblemLoop · Cost Of Inaction
25
The slide uses a visual metaphor of a chat interface to demonstrate AI-driven communication.present_solution
Open slide detailBeat · ProblemLoop · Cost Of Inaction
26
The visual uses a hub-and-spoke diagram to represent the centralized platform concept.present_solution
27
The slide uses a simple grid layout to present strategic pillars.present_solution
28
Includes visual representations of a mobile payment interface and renters insurance purchase flow.present_solution
29
The slide uses a testimonial to validate the value proposition, paired with a simple vertical stack diagram representing ARPU growth.illustrate_case
30
The chart uses a line graph to demonstrate brand momentum, with AppFolio's line highlighted in black and projected forward.summarize
31
present_solution
32
The slide serves as a section divider or cover for a specific presentation segment.front_matter
33
diagnose_problem
34
establish_context
35
The graphic is an abstract representation of a network or system, likely representing the interconnected nature of property management operations.frame_problem
36
Uses a gear icon to visually represent the 'turning the crank' metaphor.diagnose_problem
37
The slide uses a hub-and-spoke visual metaphor to connect the brand to diverse user experiences.present_framework
38
The slide uses a layered architecture diagram to illustrate the platform's scope and integration.present_framework
39
The slide uses a visual curve to suggest growth over time, with checkmark-bulleted lists for each year.present_solution
40
summarize
41
transition
42
The slide uses a 'In Development' tag to signal a future product launch.present_solution
Open slide detailBeat · Solution
43
The slide uses a hub-and-spoke diagram to illustrate platform integration.present_solution
Open slide detailBeat · Solution
44
The slide highlights the partner ecosystem integration within the AppFolio platform.present_solution
Open slide detailBeat · Solution
45
The slide uses a logo-grid layout to showcase third-party integrations.other
Open slide detailBeat · Solution
46
The slide uses screenshots of the software interface to demonstrate functionality.present_solution
Open slide detailBeat · Solution
47
The slide shows a UI mockup of the 'Report Library' screen with a 'Report Builder' button.present_solution
Open slide detailBeat · Solution
48
transition
Open slide detailBeat · Solution
49
The slide uses screenshots of mobile app interfaces to illustrate AI capabilities in property management workflows.present_solution
Open slide detailBeat · Solution
50
The slide features a screenshot of the AppFolio software interface.present_solution
Open slide detailBeat · Solution
51
The slide uses a visual metaphor of a home environment to contextualize the insurance requirement.present_solution
Open slide detailBeat · Solution
52
transition
Open slide detailBeat · Solution
53
The slide features a screenshot of a software interface showing charges, credits, and a confirmation modal for the FolioGuard Security Deposit Alternative.present_solution
Open slide detailBeat · Solution
54
The slide features a screenshot of the software interface showing a summary of move-out charges and credits, and an eCheck payment to a tenant.present_solution
Open slide detailBeat · Solution
55
The slide uses a visual connection between the AppFolio mobile interface and the Apple Pay logo to signify integration.present_solution
Open slide detailBeat · Solution
56
The slide uses a clock icon to visually reinforce the 'time saved' metric.summarize
Open slide detailBeat · Solution
57
summarize
Open slide detailBeat · Solution
59
front_matter
60
The slide features a headshot, company details, and a list of 8 specific service modules used by the customer.introduce_nominees
61
The slide lists 8 specific product modules used by the customer.illustrate_case
62
The slide features a headshot, company details, and a list of services used by the customer.illustrate_case
63
Includes headshot, company details, and a list of services used.illustrate_case
64
Includes a headshot and a list of services used by the customer.introduce_nominees
65
The slide uses a visual connection (dotted lines) to map specific customers to their product usage.introduce_nominees
66
summarize
67
Includes a headshot of Fay Sien Goon, CFO of AppFolio.transition
68
summarize
69
The growth strategy uses a 'Land, Expand, Grow, Retain, Scale' framework.analyze_data
Open slide detailBeat · Results
70
The slide uses a simple additive/multiplicative logic to explain revenue growth drivers.analyze_data
Open slide detailBeat · Results
71
The chart shows 9 time periods. Each bar is segmented into 4 categories.analyze_data
Open slide detailBeat · Results
72
The slide uses a horizontal bar/timeline metaphor to illustrate the gap between current low-tier ARPU and high-tier ARPU.quantify_opportunity
Open slide detailBeat · Results
73
The slide uses a visual comparison of two stacked bars to illustrate the revenue uplift from APM Plus.quantify_opportunity
Open slide detailBeat · Results
74
summarize
Open slide detailBeat · Results
75
The slide uses a circular flow diagram to connect stakeholders (Investors/Owners, Property Managers, Vendors, Residents) to core business functions.present_framework
Open slide detailBeat · Results
76
The chart illustrates a gradual shift in revenue composition over time.analyze_data
Open slide detailBeat · Results
77
analyze_data
Open slide detailBeat · Results
78
transition
79
The slide uses a structured list format to map functional areas to specific strategic initiatives and examples.present_solution
80
The slide uses a horizontal timeline-style layout to present four strategic pillars.plan_implementation
81
The slide features a photo of a residential building ('300 lime') on the left and the text 'Q&A' on the right.summarize
82
summarize
84
Includes a disclaimer regarding non-GAAP financial measures at the bottom.summarize
85
The slide includes a footnote regarding the divestiture of the MyCase solution.analyze_data