1031 exchanges: execute seamless capital rollovers
Transferring investor capital between properties just got a whole lot easier. Agora now supports fully-automated 1031 exchanges—with no manual calculations or double entry required.
Quickly roll capital from one investment to another, apply bulk transfers by class, and maintain detailed records of every transaction. This feature is a game changer for streamlining entity liquidations and reinvestments.
Unit ownership: Set up unit-based classes with custom values (Pro)
Agora now supports unit-based share classes—like “Class A Units”—with flexible configurations. You can define decimal precision, apply fixed or NAV-linked pricing, and allow investors to transact in units instead of ownership percentages.
Agora will automatically calculate ownership, track price changes in real time, and update the cap table accordingly—no spreadsheets required.
Available for Pro users.
Emails: Send targeted CRM emails with real-time data
You can now send emails to all contacts linked to a specific investment profile—directly from the CRM. Each message can be personalized using dynamic fields that pull in real-time data like investment amounts, number of investments, and capital calls.
It’s the fastest way to send personalized, performance-based updates to your LPs and prospects—at scale.
Custom Investor Portal: Tailor your portal’s financial terminology (Pro)
Every firm speaks a little differently. Now, Pro users can tailor the labels and language on the investor portal to match internal or LP-facing conventions.
Swap out “commitment amount” for “investment amount,” or rename terms to better align with your communication style. It’s a small tweak that makes a big difference in clarity and professionalism.
Available for Pro users.
Contact imports: Upload CSV files to import contacts in bulk
No more manual entry. You can now import contacts in bulk using CSV files—making it easier than ever to upload large contact lists into Agora’s CRM.
It’s fast, accurate, and ready to support your growing network.
Email communication: Gmail and Outlook integration
Agora now integrates directly with your Gmail or Outlook mailbox. Automatically log email interactions with contacts in the CRM—without switching tabs or forwarding threads.
Customizable exclusion settings help you maintain control over what gets tracked, ensuring privacy and security for sensitive conversations.
More April improvements
Smarter unsubscribe management
Agora now automatically excludes unsubscribed CRM contacts from marketing emails, with a one-click unsubscribe link in every message to help investors manage preferences and keep you compliant.
Track investor engagement with Document Analytics
See who’s viewed or downloaded your documents to better prioritize follow-ups and understand investor intent. Document Analytics gives your team clearer insights to drive smarter outreach.
Have questions or want a walkthrough of any new features? Reach out to your CSM.
Not using Agora yet? Book a demo now.
