Creating investor reports shouldn’t require juggling spreadsheets, PDF editors, and manual processes every quarter. Agora’s Report Builder is the first tool built specifically for real estate investment firms, letting you create professional, branded reports in minutes instead of days.

Designed to make reporting easier and faster, it combines investor-specific data, drag and drop customization, and a library of best-practice templates used by leading firms. IR teams save hours while delivering professional reports that strengthen credibility with investors.

The complexity of investor reporting

The challenge many firms have with investor reporting is that they’re using spreadsheets, Word/PDF editing tools, and manual emails. It takes days every quarter, can have accidental errors, and doesn’t scale as you add new investors. Additionally, the types of reports and communication needs vary:

  • Investment updates
  • Investor reports
  • Capital account statements (also known as PCAP)
  • Monthly / Quarterly / Annual reports
  • NAV statements
  • Distribution notices
  • Ad-hoc or one-off investor communications

If reports aren’t clear, professional, and tailored to each investor, they can feel generic and lack transparency into the portfolio.

How Agora’s Report Builder simplifies and revolutionizes investor reporting

Agora’s Report Builder streamlines the entire reporting process by solving the core challenges that slow down IR teams. Here’s how it transforms each step of your workflow:

1. Save hours with effortless report creation

Our Report Builder turns a time-consuming quarterly task into a quick process. Create professional, investor-ready reports in minutes by pulling data from Agora or external sources and using drag-and-drop customization or best-practice templates.

2. Ready-to-use templates built by industry experts

Create reports faster than ever with Agora’s expert-designed templates, ready to customize in minutes. Our templates leverage real-world best practices used by leading investment firms. Skip the guesswork and start with proven formats that deliver professional results every time.

3. Professional, branded reports made easy

Agora makes it easy to create stunning, professional investor reports that reflect your firm’s brand and image. Choose from our best-practice templates or elevate your firm’s existing reports, then deliver professional results that go beyond investor expectations.

4. Designed around LP priorities

Provide your investors with timely, detailed updates that enhance transparency and build lasting trust. With our data-driven tools and proven templates, you deliver consistent, reliable reporting that strengthens your firm’s credibility and increases investor confidence.

5. Automated accuracy with every report

Eliminate manual calculations and countless spreadsheets. With automated data integration and dynamic fields, Agora reduces human error and delivers accurate, efficient reports that easily scale with your investor base.

6. Scalable reporting that grows with you

Scale your reporting as effortlessly as you grow your business. As your investor base and portfolio expand, Agora’s automated workflow handles personalized, professional report creation and delivery without requiring additional time or staff.

Build any report, tailored to your needs

Agora goes beyond basic statements and gives you full control to build reports that scale, impress investors, and save valuable time. Key features include:

  • Drag-and-drop: Easy-to-use report builder experience that enables IR teams to create any type of report and control its appearance and content with ease.
  • Auto-populated investor reports: Automatically pull in investor details, company info, and investment data with dynamic fields to personalize reports instantly.
  • Agora’s Template Library: Get started quickly with pre-built report templates you can easily tailor to create investor-ready reports in minutes.
  • Branded reports: Conveniently tailor your reports with your brand’s logo, fonts, and colors
  • Unlimited report templates: Create unlimited templates to streamline ongoing reporting needs.
  • Pre-built charts and tables: Showcase investment performance, capital calls, distributions, and more with ready-made visuals to enhance communication and build investor trust. No design skills required.
  • External data integration: Easily import external data into your report templates to create personalized reports for each investor based on additional data sources

Industry-proven templates for immediate results

Create polished investor reports in minutes with Agora’s template library. We’ve captured best practices from leading real estate firms so you can communicate with the same confidence and professionalism as established industry leaders, without starting from scratch. Templates are already built and automatically populate investor data, so you can deliver institutional-grade communications that build investor trust and elevate your firm’s reputation.

Templates include everything from investment updates and capital account statements to NAV statements, distribution notices, and ad-hoc communications.

Learn how to keep your investors happy and save time with Agora’s Report Builder

Keeping investors updated is a critical part of a real estate firm’s work. Our Report Builder saves time and helps support a positive relationship with your investors. Reach out today to learn how to get started.