Agora’s investment management platform: a deep dive into the Investor Portal

Agora’s investor portal is designed with the most modern and investor-friendly interface, providing investors with the ultimate investing experience. It features a customizable, fully white-label user interface, designed to elevate your professional image and showcase innovation. Here are the key features to look forward to.

The features of the Investor Portal:

Modified Date & Time : 04 Jan 2024, 11:21 am

1. Main dashboard

Our investor portal puts all of the important information in one place with an at-a-glance dashboard that shows an overview of the investor’s entire portfolio. Fully customized modules allow you to control what’s front-and-center while incomplete data is hidden automatically. You control what data you present to a specific or a group of investors, so that every type of investor sees only what’s relevant for him. 

With the “recent updates” section consolidating communications into one accessible place, you can say goodbye to disjointed announcements and information sharing. Above it, an optional banner puts the spotlight on live offerings, which is the best place for you to advertise any new opportunities. All interactions are streamlined, from checking on investments to sending out new requests. You can even give your investors editing capabilities within the portal, improving investor control.

2. Investment page

Gone are the days of hidden pages and sifting through reports to uncover information. Under the “My Investments” tab, an investor can easily access up-to-date information for all of their active projects. The card-style layout is clean and appealing with a focus on data. Bold titles and tags quickly distinguish investment types, like projects, funds, and portfolios so the investor can find what they’re looking for.

The design is focused on showcasing the data that investors care about the most. For that reason, we put you in total control when it comes to deciding how you wish for data to be displayed, and what you want to hide. Choose from a number of eye-catching visuals, including charts and graphs, to quickly communicate total contributions and distributions.

If an investor wants more information on a specific investment, they can find everything they want to know with just one click. Quickly summarize the amount they contributed, the date of their contribution, ownership percentage, and outstanding capital, among other metrics which are fully controlled and customized by you. The Recent Updates section morphs on these pages, only displaying updates relevant to the open investment.

Each investment page shows all of the related details, updates, metrics, graphs, transactions, investment related  documents, and other important documents. Large photos, a detailed description, and a pinned map location complete the layout and offer a seamless, modern visual appeal that your investors will appreciate.

3. Data rooms and subscription questionnaires

The Live Offering module on the dashboard can connect your investors to the offering data room via a “Learn More” link or lead them straight into the subscription process via an “Invest Now” button. This button can be targeted to specific investors, and you can decide if it’s a soft commitment or direct investments. The portal also features an “Offerings” tab up top where investors can view all of your offerings on one page.

Clicking on a listing takes them to the offering data room, which features crucial information about potential investments. The highly visible “Invest Now” button takes the investor to a subscription questionnaire that allows them to start a new subscription and sign all needed subscription documents. 

The self-guided subscription process begins with asking their basic details, like selecting the user profile associated with the investment, the amount they wish to invest, their payment method, and list out relevant contacts. The next three phases complete the workflow by showing them statements, summarizing their new subscription and asking them to sign documents digitally from the portal as an embedded frame, which means the investor never needs to leave the portal to sign.

4. Document center

Managing paperwork has never been easier. With our document and signature center, your investors can effortlessly access documents like K1s, subscription agreements, quarterly reports, distributions notices, and other important documents for each investment. This area is highly organized and allows investors to filter by investment and/or filter by date, profile, or other descriptors.

Two tabs separate general documents from signature documents for even greater accessibility. Plus, they don’t even have to navigate into the document center. As they browse through entities under My Investments, there’s a tab to access relevant documents for each one.

Get started

Our investor portal is designed to help you automate, interact, and improve your investor relationships, both financial and interpersonal, with ease. We’re excited to bring you this new, most advanced investor portal in the market, and we have even more important updates planned for 2024 and beyond.

The portal has full responsiveness and mobile support, which means your investors can access it from anywhere, right in the palm of their hands. We can also offer multi-currency support per various projects, with an automated currency rate sync. 

As we continue to improve our investor portal, our primary focus continues to center on your reputation and the experience of your investors. We’re not satisfied unless you are, and that’s the mindset that helps us continue to innovate and improve in everything we do.

Has this new way of investor relationships management piqued your interest?

Put our investor portal to work to build healthy financial relationships with your investors.

Contact Agora today to learn more about our investor management platform and how it can help you achieve accelerated growth.

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Author

Lior Dolinski

Lior Dolinski is Agora’s Co-Founder and Chief Product Officer, leading all product efforts within Agora. Lior formerly led product & research teams within “8200”, one of the foremost cyber intelligence institutions globally, and holds extensive experience in product leadership and computer science.

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