Real estate private equity investments dropped 41.18% in 2023, and experts believe this trend will continue in the near future. In such a competitive environment, GPs must seize every opportunity to differentiate themselves and attract limited investment dollars.
Agora helps you raise capital faster with capabilities like marketing public brochures, prospect management, digital subscription flows, and e-signatures. Now, you can shorten the last step in getting an investor onboarded with our integrated Smart Questionnaire. This industry-first tool can help you raise capital more quickly and efficiently.
Common delays in the subscription process
Subscription agreements aren’t always the easiest documents to read. Investors can get lost in the legal terms and may not always know how to actually complete the form. What should be the last step in the fundraising process can sometimes be the longest.
GPs may spend hours following up with investors and guiding them through the process. The harder it is for an investor to complete these agreements, the longer it takes for them to sign. In some cases, they may even give up completely and move on to other investments.
Agora’s Smart Questionnaire solves these challenges with several capabilities to make the entire signature process easier and more efficient for LPs.
Replace intimidating paperwork with guided steps
Subscription documents usually have complex wording and several fields, which can be overwhelming for busy investors and take weeks to complete. They might struggle to know which fields are relevant or if their information is accurate.
GPs can make this process easier by making legal agreements into simple, interactive documents so an LP can quickly see what’s required. Instead of filling out entire forms, they get personalized guidance on only the fields that matter, making it faster and easier to complete and submit their paperwork.
Make signing effortless for investors
If onboarding takes too much time or effort, it can frustrate investors and lower conversions. The Smart Questionnaire solves this by pre-filling investor data, so the LP just needs to sign. This means larger groups like family offices and wealth managers can pre-complete documents on behalf of their clients.
With fewer fields to manually fill out, investors can focus on reviewing and signing, which speeds up the process.
Get signature-ready agreements without the back-and-forth
When investors complete the interactive questionnaire, their answers automatically fill the subscription agreement, which creates ready-to-sign documents. This guided method eliminates confusion about what information is needed and where it should go. It reduces delays and back-and-forth, which creates a better experience and keeps investors engaged.
Give investors the freedom to sign at their convenience
Sometimes, investors can’t get to their laptops when time-sensitive paperwork needs signing. Give them the flexibility to sign agreements from their phones or tablets, whether they’re traveling or just away from their desks. Our mobile-friendly questionnaire makes it easier and faster for investors to complete these agreements from anywhere and increases conversions.
Support collaboration for faster results
Fundraising often involves multiple people who need to review and sign agreements. Family offices, LPs, GPs, and institutional investors may need to collaborate and approve. Today, documents pass through each person one at a time, and no one can start their review until the person before them finishes. A process that should take days can drag into weeks.
The Smart Questionnaire solves this challenge by allowing multiple users to complete their sections at the same time, speeding up signatures.
Save time with instant error corrections
Mistakes are common with long and complex forms. Fixing an error in a subscription document usually means starting over, which causes frustration and delays. The Smart Questionnaire allows LPs to quickly correct individual fields without redoing the entire document. Investors can also save their progress and return later.
This flexibility makes it easier to complete the agreement accurately and quickly.
The future of fundraising is here
At Agora, we know that simplifying the investor experience increases conversions and accelerates fundraising. The Smart Questionnaire streamlines subscription document management, helping investors move quickly and enabling GPs to close deals faster.
Using this integrated capability to improve yet one more area of the investor experience can help GPs drive real results. If you’re ready to take your capital-raising workflow to the next level, Agora’s Smart Questionnaire is the solution you’ve been waiting for.
