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Better investor management

Agora’s CRM allowed Secured Debt Investments’ team to reach out to more investors in a more timely and efficient manner.

Smoother operations

Agora’s platform centralized all data and documents, meaning Secured Debt Investments could stay organized and maximize efficiency.

Total transparency

Agora’s Investor Portal made it easier for investors to find key documents and data relating to their investments.

About Secured Debt Investments

Established in 2009, Secured Debt Investments is a boutique private equity firm based in Miami, focused on distressed commercial real estate debt and distressed or deep value commercial real estate. Since its inception, SDI has acquired and actively managed over 80 assets across 22 states and multiple property types.

The problems Secured Debt Investments faced

Before using Agora, SDI were using multiple technological solutions to manage their investor communications. The lack of a centralized, transparent platform to communicate with their investors created operational inefficiencies, with the team having to dedicate too much time on tedious, manual tasks.

Secured Debt Investments improves data organization and transparency with investors using Agora’s comprehensive platform

After getting started with Agora, SDI noticed a clear improvement to their overall efficiency and the experience for their investors.

With all their documents and investor data in one place, the team no longer needed to sift through email threads, find files dispersed throughout their computers, or answer unnecessary inquiries from their investors.
Everything important was readily available in one intuitive platform, so both their team and their investors could save time and easily access all the information they needed.

Erick Hernandez, Managing Director at SDI, said:

“Agora has allowed us to go from different technological solutions to having one centralized point of contact with our investors. That creates a more efficient use of time and resources.”

Orlando Garcia, CEO of Secured Debt Investments added:

“Agora’s platform has helped us to improve overall efficiency. Thanks to its comprehensive features, our investors now have effortless access to all types of information… streamlining our processes effectively.”

Agora’s sophisticated CRM enables faster and more professional communication with investors

Agora’s powerful CRM enabled the team to log, track and classify all investor communications, schedule follow up calls, and send documents, emails, and notifications with one click.
Erick Hernandez continued:

“Agora’s embedded CRM feature has allowed my team and me to reach out to more investors in a more timely and efficient manner. We’re also able to follow up more effectively compared to other solutions available in the market”.

Agora’s automated features minimize the risk of human error and save time

Managing numerous projects and investors put a strain on SDI’s team in the past, leading to occasional human errors—from missed emails and misplaced files to untimely communication with investors.

Agora’s tech-driven solution all but eliminated the chances of this, with automated document assignment, personalized and auto-generated investor reporting, and easy access to all documents so they can send files immediately and in bulk to investors.

Orlando Garcia continued:

“Agora empowered us to adopt a more fintech-driven approach to investment management. With automated features, we’ve reduced the potential for human errors significantly”.

The result: Secured Debt Investments boosts efficiency and strengthens investor relations with Agora’s comprehensive investment management platform

Agora has enabled SDI to strengthen their overall efficiency and organization, fueling their growth. With Agora’s robust CRM and automated features, their team has managed to elevate their professional image and strengthen investor relationships.

In addition to technology, Agora’s dedicated customer service provided the invaluable human touch to ensure SDI maximized the potential of the platform and reached their goals.

Contact the Agora team to learn more about our investment management solution and how it can help your real estate investment firm reach new heights.

“Agora’s embedded CRM feature has allowed my team and me to reach out to more investors in a more timely and efficient manner. We’re also able to follow up more effectively compared to other solutions available in the market”.

Erick Hernandez

Managing Director at Secured Debt Investments
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