Depth in. Scale out.
Asset-Level Reporting is the seventh launch in our Season of Innovation. Track each asset’s financials next to the investment it belongs to, then build one report template and generate a branded report for every asset in a single run.
Earlier launches this season made Agora smarter. This one goes deeper into the data underneath, which is where quarterly reporting starts. A GP with 30 properties can end up rebuilding the same investor update 30 times a quarter, and the job grows with every acquisition. Now the setup happens once, and each quarter you refresh the numbers and run it again.
Every asset’s numbers, in one place
The rebuilt Assets module gives each asset a home for its details, updates, documents and financials, linked to the investments and entities it sits under. One entity can hold several assets, and one asset can sit across several entities.
The Financial tab is where the depth lives. Define your metrics once and they apply across your whole portfolio. Agora includes standard metrics like NOI, occupancy, IRR and LTV, and you can add custom metrics that match how your firm measures performance. Enter monthly actuals and budget, and Agora rolls them up into quarterly and yearly views.
If the data already lives in another system, import it. Repeat imports recognize your metrics and months, so each quarter’s update is quicker than the last.
A firm that invests deal by deal gets the same tracking and reporting as a firm with fifty assets.
One template, a report for every property
When the quarter closes, the numbers are already where the report needs them. In Agora’s Report Builder, start from the new Asset Report template and add dynamic fields, text, images and widgets. The Metrics Graph charts one or two metrics against budget and prior year, with an optional year-to-date view, and the Metrics Table lays out every metric side by side. Your team’s latest update flows in as the narrative, so investors get the story behind the figures.
Once the template looks right, choose the assets and the reporting period. Agora generates a separate branded report for each one in a single run, and you can preview every report before it goes out. Next quarter, refresh the data and run the same template for the new period. The same data can also feed your Position Reports.
“In the AI-era, everyone wants smarter reporting, and smart starts with the data. When asset financials sit next to the investment they belong to, you stop rebuilding the same report every quarter and generate one for every asset in a single run,” said Lior Dolinski, CPO of Agora.
Investor visibility, on your terms
The same data is coming to the investor portal next. Investors will see how the assets behind their investments are performing, right where they already look, and your team decides what appears, down to each metric, document, update and approved year.
This release is the start of a larger investment in asset data at Agora, and there is more to come. Set up once, report every asset. See how Asset-Level Reporting handles your next quarter-end.
