One solution for all your investment management needs
Empower your investors and increase transparency with a simple, friendly Investor Portal, where your investors can view investment information, commit to offerings, download reports, send requests, and sign agreements.Learn more about the Investor Portal
Stay on top of your capital relationships by streamlining investor interactions, gaining complete visibility into your data, and using smart filters to create automatic workflows.Learn more about the CRM
Use a powerful set of tools to enhance your fundraising operations. Create highly customized and personalized subscription flows, data rooms, and public brochures all while maintaining speed and agility.Learn more about fundraising tools
Deliver all the reports your investors need. Generate quarterly and distribution reports with a click. Eliminate manual work and human errors with automatic distribution and allocation. Create fully branded templates for any report and from any data source.Learn more about investor reporting
Say goodbye to inefficient manual management. Centralize everything in one secure space. Allocate documents to different investors, entities, and assets, and enable e-signing from within the portal.Learn more about document management
Save time and money by sending distribution funds to your investors straight from the platform, with ACH transfers.Learn more about ACH payments
We know your needs don’t stop with software. Our team of dedicated CPAs and financial experts is at your service for K-1 preparation, international payments, and more, at competitive rates.Learn more about financial administration
Driving forward-looking firms to reach their full potential
Taylor BassettCOO | Founder | Owner at Helu Capital
“With Agora we’ve been able to communicate more effectively with our investors”View case study
Caroline JanjicChief Operating Officer at Iridius Capital
“The Agora user interface is clearly designed with real estate investors and firms in mind”View case study
Mike SwillingManaging Partner at OpenPath Investments
“With Agora we’re increasingly able to customize investor reports in ways that we haven’t been able to before”View case study
Agora fully integrates with your favorite tools like Zapier, Salesforce, Dropbox Sign, Gmail, Google Drive and more.
Leading the market in customer satisfactionG2 is the largest and most trusted software marketplace
Let Agora safeguard your data
Our platform is held to the highest security standards to ensure your and your investors’ data is safe.
Your data is secured
Agora’s platform is ISO-compliant. The data is end-to-end encrypted in accordance with the strictest bank-level protocols.
Control your information
You can set visibility and access permissions for different investors to investments, documents, and other types of information.
Handle all communication from a secure platform. Keep sensitive data away from personal email accounts susceptible to cyber attacks and phishing attempts.