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An Investor Relations CRM (Customer Relationship Management) system is a specialized platform designed to manage interactions and communications with investors. It streamlines the process of tracking investor activities, managing data, and facilitating effective communication. Here are five key benefits of using an
Investor Relations CRM.
Improve communication
Helu Capital managed a 3X equity increase while they were using Agora. This could also be you. By streamlining the fundraising process from start to finish and widening the investor pool, you have the potential to raise capital faster using Agora.
Achieve operational efficiency
By speeding up back-office tasks and simplifying reporting with Agora’s platform, you can significantly reduce operational time and costs. Metanoic experienced a 70% increase in investor engagement and 10X faster back office work while using Agora.
Enhance investor relations
Agora ensures clear transparency thanks to our user-friendly Investor Portal which offers instant access to documents, updates, and reports. With the added functionality of automatic ACH distributions, Agora streamlines transactions, improving the overall distribution process, fostering trust and satisfaction.
Secure communications
Scalability
Why you should choose Agora as your commercial real estate investment management software
Agora's commercial real estate investment management software empowers you to manage your investments with unparalleled efficiency for an enhanced investment management experience
Comprehensive fundraising tools
Streamline your entire fundraising cycle for effortless growth. From initial outreach to final investment, Agora simplifies the process, making capital raising efficient so that you can raise capital faster.
Intuitive Investor Portal
Our platform offers a modern, intuitive investor portal with unparalleled transparency. Investors can access portfolios, documents, subscribe to offerings, and view updates anytime, anywhere.
Automated distribution calculations
Save time sending out distributions with automated waterfall calculations and personalized distribution notices and ACH payments.
Document management system
Keep your documents organized and easily accessible. Store, sort, search and deliver agreements, forms, and reports with just a few clicks.
Integrated CRM
Effortlessly manage investors with Agora’s customizable CRM. Access all investor data, enhance communication, and keep documents organized. Store and deliver agreements and reports with ease.
Detailed investor reporting
Effortlessly create custom, professional reports with Agora’s Report Builder, streamlining your back-office reporting processes to impress investors.
See Agora's investor
relations CRM in action
Real people, real results
“Immediately after starting with Agora, we tripled the amount of equity we were able to attract in the next two quarters compared to the previous two. We were able to save time on investor management, do more deals and focus on managing our assets.”
Taylor Bassett,, COO, Founder and Owner
Read moreLeading the market in customer satisfaction
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Agora allows us to offer new investment opportunities and handle all our distributions seamlessly.
VP Investor Relations
What I value most about Agora's platform is its ability to seamlessly function as both a capital-raising tool and a CRM, allowing us to efficiently manage our investors.
Vice President
Agora's platform elevates our brand image among investors.
Investor Relations
4.8
What is commercial real estate investment management software?
Commercial real estate investment management software is a specialized platform designed to streamline the management of real estate investments. It enables firms to efficiently handle investor relations, financial tracking, reporting, and compliance. This software often includes features like:
- Investor CRM
- Investor Portal
- Document management
- Reporting tools
By automating administrative tasks and enhancing communication, it improves transparency, reduces manual errors, and supports the scalability of investment operations, making it essential for managing large or complex real estate projects. Read more about Agora’s solutions here.
How do you choose the right commercial real estate investment management software?
The best commercial real estate investment management software will provide a holistic suite of tools. Here are the essentials:
- An Investor CRM, where investor relations managers can view all investors, manage contacts, and assign tasks.
- An Investor Portal, where investors can log in, view their portfolios, and subscribe to new deals; fundraising enablement tools like data rooms and personalized subscription flows for potential investors.
- A document management center where users can upload, sort, search and send documents.
- Reporting tools to help firms create customized personal reports, capital calls, and distribution notices that they can send to their investors.
What are the important security features of commercial real estate investment management software?
Dealing with sensitive information and maintaining trust with investors requires robust security protocols from your commercial real estate investment management software. Here’s what you should look for:
- Full compliance with the ISO/IEC 27001 and SOC 2 standards and is secured by Amazon AWS cloud technology.
- WAF Firewall and two-factor authentication for an extra layer of security.
- Periodic external audits, penetration testing, and vulnerability scans to assure system integrity.
- Bank-grade (256-bit AES and TLS/LLS in transit) encryption to ensure your data, documents, and communictions are secure and private.
Learn more about Agora’s security and privacy here.
Can commercial real estate investment management software be customized to fit different business sizes or types?
Agora supports firms of all sizes, no matter how much equity or how many investors they manage. For example, we support firms that are just starting their first fund AND we support commercial real estate firms that have been in the business for decades.
How can commercial real estate investment management software improve financial tracking and reporting?
commercial real estate investment management software enhances financial tracking and reporting by automating data collection and processing, reducing manual errors, and saving time. It centralizes all financial information, making it easy to access and analyze. The software also offers customizable reporting tools that generate tailored reports based on specific criteria, providing real-time insights and ensuring accurate and compliant financial reporting. Learn more about how finance teams can benefit from commercial real estate investment management software like Agora here.
How can commercial real estate investment management software improve financial tracking and reporting?
Commercial real estate investment management software enhances financial tracking and reporting by automating data collection and processing, reducing manual errors, and saving time. It centralizes all financial information, making it easy to access and analyze. The software also offers customizable reporting tools that generate tailored reports based on specific criteria, providing real-time insights and ensuring accurate and compliant financial reporting. Learn more about how finance teams can benefit from commercial real estate investment management software like Agora here.
Can commercial real estate investment management software integrate with other financial systems?
Yes, commercial real estate investment management software can integrate with various financial systems. This includes accounting software for streamlined financial management, CRM systems for enhanced investor management, banking platforms for automated transactions, document management systems for improved handling of documents, and analytics tools for advanced data analysis.
Why does every GP need a commercial real estate investment management software? Every General Partner (GP) needs investment management software to automate administrative tasks, provide real-time investment data, and ensure regulatory compliance. The
Every General Partner (GP) needs investment management software to automate administrative tasks, provide real-time investment data, and ensure regulatory compliance. The software enhances communication with investors, supporting better relationships and trust. It also facilitates scalability, managing growth and larger portfolios seamlessly. Read more about how a commercial real estate investment management software like Agora can help you as a GP here.
What are the costs of a commercial real estate investment management software?
Costs for a commercial real estate investment management software typically include subscription fees, which can be monthly or annual, one-time setup fees, transaction fees for specific actions, and charges for additional services like premium features and support. These costs vary based on the size of the firm, the number of investors, and the specific features required.