Part of a GP’s role is to make things easy for LPs. The last thing you want is for any step of their investment experience to be complex or difficult. Agora’s Smart Questionnaire tool gives you one more way to simplify your LP’s investing experience. This industry-leading capability makes it easier for investors to complete subscription agreements, which also means GPs can raise capital faster.
How Agora’s Smart Questionnaire improves the subscription process
Our Smart Questionnaire reduces the complexity of the subscription process and accelerates capital raising. It does this by converting complex signature documents into interactive questionnaires that are personalized and simple for investors to complete.
You can leverage the Smart Questionnaire for any type of document, including:
Signature documents
Operating agreements
Subscription documents
Limited partnership agreements
Here’s how this feature can benefit your firm:
1. Enhance your investor’s experience with personalized workflows
The Smart Questionnaire minimizes investors’ effort by showing only the fields they need to complete and removing irrelevant questions from the workflow. This personalized approach reduces confusion, enables LPs to quickly navigate the document, and speeds up completion.
2. Speed up investor commitments with just a signature
As the LP completes the questionnaire, the tool automatically adds their responses to the original subscription document, verifying that all inputs are legally binding. You can also save investors time by pre-filling the questionnaire with their data. This enables the LP to quickly and easily sign without having to fill out the entire document.
3. Simplify onboarding for increased conversions
The tool’s step-by-step guidance makes onboarding easier and improves the overall user experience. Additionally, the mobile-friendly interface makes signing convenient and accessible from any device. This optimized process and accessibility reduce complexity for investors and increase signature completion rates.
4. Easily collaborate for faster signature completion
The Smart Questionnaire allows for multi-user input to support multiple stakeholders. This means that LPs, GPs, Family Offices, and others can collaboratively complete different sections of the questionnaire. LPs can delegate document completion to wealth managers, or family offices can pre-fill subscription documents and send them to multiple signers.
5. Enable LPs to quickly correct mistakes and make edits
It’s common for investors to make mistakes with subscription documents, which usually means they have to start over. With our Smart Questionnaire tool, LPs can easily go back and edit specific fields in the questionnaire without having to redo the entire form. LPs can also stop and save their progress in the questionnaire and resume work later, which gives them flexibility and convenience.
Learn how to simplify investor digital subscriptions with Agora’s Smart Questionnaire
Taking the friction out of the investor experience gives GPs a competitive advantage. Our Smart Questionnaire provides a way to reduce the complexity around signature documents and enhance the LP experience. If you’d like to learn more about how Agora can help you raise capital faster, connect with our experts today.
