About Arcana Capital
Arcana Capital is a boutique commercial property fund that assists wholesale investors and trustees in building high-yielding commercial property portfolios through direct ownership of assets. With a focus on transparency and compliance, Arcana Capital provides the structure and opportunities for positive, long-term investment in Australian commercial real estate.
The challenge Arcana Capital faced
Before implementing Agora, Arcana’s investor communication and application processes relied heavily on manual steps. Investors would email questions, request documents, and wait for responses.
This manual process slowed decision-making and created an administrative burden. Application forms for new opportunities took investors up to 30 minutes to complete, and required that staff send documents individually and guide investors through the process.
For a boutique firm aiming to expand without substantially increasing staff, these inefficiencies posed a problem. Arcana needed a scalable, technology-driven solution that could streamline operations while maintaining the high level of service their investors expected.
Agora’s solution: streamlined access and automation
Arcana Capital integrated Agora’s investment management platform to unify investor data, streamline processes, and offer a polished, self-service investor experience. As a result, investors no longer require passwords or third-party access to view their information. Instead, each investor receives a unique login to access Agora’s Investor Portal.
Investors can log in to the Investor Portal anytime to view all details related to their portfolio without needing to contact the Arcana team directly. Application processes are also digitised, reducing what used to take half an hour to just 5–10 minutes.
Colby Phillis, Investor Relations Manager, has noticed an immediate improvement in how they handle this data:
Since using Agora, we’ve gone from digging through spreadsheets to having everything in one place.
The platform’s scalability allowed Arcana to shift staff time from administrative tasks to more valuable activities like sourcing deals and building relationships. This enables the business to grow beyond just managing investor relations. With Agora, Arcana has the time and space to focus on providing exceptional service. As Peter Eccleston, Director Investor Relations, shares:
We can grow our business without significant further investment in admin staff. These tasks are all automated.
Centralized workflows improve transparency and efficiency
Before Agora, Arcana’s investor data and documents were stored across multiple spreadsheets, which made it easy to overlook information or work with outdated files. Finding the most recent version of a file involved searching through email threads or shared folders, which delayed responses and increased the chance of mistakes.
Moving from scattered spreadsheets to a single, organised platform has made document distribution simple: investors are notified when new statements or reports are available, and they can retrieve them instantly.
According to Peter Eccleston, Arcana has received excellent feedback from investors, who appreciate having full visibility into their holdings and performance without relying on email or manual updates.
We’ve had nothing but positive feedback from our investors when they’ve used the platform.
The results: faster processes, happier investors
Agora’s centralized, automated platform has allowed Arcana Capital to scale efficiently, improve investor transparency, and save significant time for both staff and investors.
Since adopting Agora, Arcana Capital has reduced investor application form completion time by up to 66% and eliminated the need for manual document distribution and spreadsheet management. The transparent, self-service portal has increased investor satisfaction while freeing up internal resources so that the Arcana team can focus more on growth and less on administration.
Colby Phillis adds:
Agora’s scalable solutions have empowered us, taken the focus off administrative tasks, and allowed us to divert our attention and resources into the things that actually grow the business.
By reducing administrative burdens and enhancing the investor experience, Arcana is poised for sustainable growth. With more time, better tools, and satisfied investors, the team is ready to pursue new opportunities and build on their success.
Request an Agora demo to see how our investment management solution simplifies your operations and helps grow your business.