Your investors trust you with their capital because they believe in your vision and ability to deliver returns. Yet when it comes time to distribute those returns, many firms find themselves bogged down in manual processes instead of focusing on what matters.

Wrestling with spreadsheets. Manually entering data across multiple systems. Triple-checking everything to avoid costly mistakes. These administrative tasks shouldn’t consume so much of your valuable time.

Agora’s complete investment management solution transforms this entire process. Our integrated platform automates payment capabilities, eliminating manual work and reducing errors. As a result, you’ll have more time to focus on serving your investors and growing your business.

Challenges with manual payment processing

If you’re manually setting up ACH and wire transfers or sending paper checks, the challenges with these approaches include:

  • Potential for errors: Manual data entry across different systems, such as spreadsheets, investor portals, and back office bookkeeping, can increase the potential for errors in distributions and reporting.  
  • Time-consuming: Generating electronic payment files for each real estate entity is time-consuming. Additionally, a single error in the file can cause the entire batch of payments to fail.
  • Inefficient: Juggling between different platforms like accounting software and banking portals is operationally inefficient. 
  • Scalability issues: As your business grows, it becomes more difficult to manage manual processes across more investors and projects. 
  • Compliance difficulties: Keeping detailed records for audits and compliance becomes a large undertaking with manual processes. 

Benefits of automating payments

Automating investor distribution payments helps you to:

  • Consolidate operations: Simplify management of all payment-related operations from one unified platform. 
  • Built-in calculations: Automation calculates waterfall models without manual intervention, which reduces the need for data entry and the potential for errors. 
  • Flexibility: Automation helps you scale as you add more investors and projects.
  • Seamless compliance: Automated tools handle records and audits, making compliance easier.
  • Error control: Systems can automatically spot and remediate errors at an individual client level, giving you focused control if issues occur.

Features of Agora’s automated distribution process

GPs can benefit from Agora’s payment automation key features:

  • Faster transfers: Send international payments straight to investors’ bank accounts with Agora Payments and easily receive cross-border transfers from investors via their personal portal.
  • Payment manager: Calculate, execute, and track distributions across multiple entities from a centralized dashboard. 
  • End-to-end process: Leverage the platform to manage the entire process, from calculating distributions to sending payments and distribution notices.
  • Advanced security: Ensure safety and security with Agora’s banking partner’s strict bank-level protocols, with FIDC insurance.  
  • Seamless connection: Easily connect your preferred bank account for distributions. 
  • Bank account verification: Agora’s Plaid integration enables investors to securely connect and verify their banking information. 

Agora’s comprehensive solution for investor distributions

Automating payments is just one part of Agora’s complete investor management platform. Our complete solution handles the entire distribution lifecycle, including:

Waterfall calculations

GPs can automatically calculate investor distributions with Agora’s waterfall automation tool. This tool provides a full overview of details like capital inflows and outflows, cash flow summaries, tier balances, and returns account information. 

Auto-generated distribution notices

Agora’s Report Builder makes it easy to send personalized investor notices instantly. Dynamic fields enable you to effortlessly create and deliver custom notices with detailed breakdowns directly to each investor’s portal.

Sending payments

With one simple click, GPs can send payments directly from Agora’s payment platform. This helps eliminate errors and helps investors receive their distributions faster. Our easy-to-use dashboard allows you to assign payment authorization for controlled access and enhanced security. 

Transform your operations with Agora

Automating payments is one of many operational features of Agora’s award-winning investor management platform. Our complete solution helps you raise capital faster, enhance investor relations, and streamline operations so you can unlock new opportunities for growth. 

To learn more about our automated payment capabilities, connect with our experts today.