About Conserve Holdings
Conserve Holdings is a vertically integrated real estate investment company based in New Jersey. The company has owned and operated over 4000 units in the Southeast and Mid-Atlantic regions of the United States.
The challenge Conserve Holdings faced
Before Agora, Conserve’s accounting team relied on endless Excel spreadsheets to process distributions across multiple investments and investors. The manual workflow was time-consuming and error-prone, requiring double and triple-checking to catch mistakes.
This tedious process lacked a centralized system, preventing investors from easily accessing information about their distributions.
Conserve Holdings streamlines distributions with Agora’s embedded workflow
With Agora’s embedded payments capability, the operations team now processes distributions entirely within the platform. This eliminates manual spreadsheets and external payment systems.
The integrated workflow handles end-of-quarter calculations, payment execution, and investor reporting, while stakeholders gain real-time access to distribution status, payment tracking, and historical data.
This transformation freed the team from time-consuming manual work. As Annie Cobb, Director of Operations, explained:
Before Agora, it was spreadsheet after spreadsheet. The work was time-consuming, full of double checks, and errors happened. Now it’s just a seamless, instantaneous process.
Agora helps Conserve Holdings enhance investor trust
The platform gives investors real-time access and notifications for distributions through an easy-to-use portal. They can see the status and purpose of every transaction, with a tracking number and detailed information for each payment.
This transparency has strengthened investor confidence, as clients can now access all distribution information instantly in one centralized location, rather than relying on the Conserve team for updates.
David Walkin, Founding Partner, shared:
Our investors now receive clear records and notifications of distributions, with all the information right in front of them. Agora brings us trust, transparency, and efficiency.
Conserve Holdings finds a complete solution with Agora
Agora addresses every aspect of what Conserve Holdings needs to run and grow its business. The platform’s exclusive focus on commercial real estate made getting started a straightforward process.
David Walkin noted:
The implementation has been incredible. The onboarding has been incredibly easy. Working with the team, they actually understand real estate. They understand investments.
He summed it up with:
Agora brings us trust, transparency, and efficiency. Agora delivers all.
The result: Conserve Holdings transforms payment operations with Agora
Agora’s embedded payments capabilities enable Conserve Holdings to process distributions entirely within the platform, consolidating end-of-quarter workflows. By reducing time-consuming tasks, the Conserve team now has more time to focus on portfolio growth and property operations.
See how Agora helps firms enhance investor trust by automating distribution payments and providing real-time transparency.