Castle Lanterra saves tens of hours every month on investment operations

About Castle Lanterra

Founded in 2008 and headquartered in Suffern, NY, Castle Lanterra has built a reputation as a leader in real estate investments, delivering strong returns to investors and fostering thriving communities.

Castle Lanterra has expanded by setting up offices in major cities like New York, Orlando, Boston, and Denver. With about 30 skilled professionals, it specializes in multifamily and commercial real estate management.

The challenges Castle Lanterra faced

With over 300 active investors, Castle Lanterra sought a software solution to manage investor relations effectively. They tried several other investment management solutions before Agora, but found them lacking in ease of use and functionality.

As Lynn Glantz, Head of Investor Relations at Castle Lanterra, puts it:

“They weren’t very user-friendly, and there was a ton of manual work needed to upload distributions and K-1s. It just wasn’t easy to use and lacked that high-end, professional feel.”

They also felt the customer support wasn’t as personal and available as they needed it to be.

“The personal touch was missing. There wasn’t a dedicated person to quickly jump on Zoom or send video explanations when I needed help.”

Ultimately, Castle Lanterra set out to find a tech partner that would provide them with a user-friendly, intuitive investment management solution and higher-quality customer support. They found it in Agora.

Agora’s user-friendly software and automation boost Castle Lanterra’s efficiency

Agora has significantly improved Castle Lanterra’s operations. The CRM’s ease of use and intuitive design help them manage investor relations much more efficiently than before.

Additionally, by automating a lot of the manual processes, what used to take a full day of work now takes minutes.

For example, the platform’s document upload feature, particularly for K-1s, has become a crucial tool, significantly reducing the time and effort required for these tasks.

“I can simply click and upload the K-1s as a collection of documents, and just like that, each person receives the correct K-1. Then I send the email, and it’s done. It’s just super, super, easy.”

Agora’s white-glove customer support guarantees Castle Lanterra’s success

Contrary to their experience with other service providers, Castle Lanterra gets all the support they need at every step of their partnership with Agora, from onboarding onto Agora, to ongoing operations.

Lynn describes the onboarding experience:

“In terms of actual onboarding, Agora’s implementation process was a lot easier and smoother than my previous onboarding experiences.”

Castle Lanterra knows that their dedicated customer success manager is always there to support them in whatever they may need:

“Whenever I have questions, I receive clear instructions almost immediately. My customer success manager offers written explanations, video guides, or jumps on calls to help me succeed.”

The result: Castle Lanterra saved valuable time and increased operational efficiency with Agora

By switching to Agora from other solutions, Castle Lanterra dramatically improved its investment operations and saved tens of hours a month on communicating with investors.

Agora’s award-winning customer support has played a pivotal role in ensuring a swift, seamless transition onto the platform and supporting Castle Lanterra’s continuous growth.