CRE MANAGEMENT SOFTWARE

Streamline and simplify CRE investment management

Commercial real estate management software streamlines managing real estate investments with tools for investor relations, financial tracking, reporting, compliance, and document management. It helps firms manage portfolios efficiently, automate tasks, and maintain clear investor communication, supporting scalability and operational efficiency.

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Trusted by 600+
customers worldwide

What is commercial real estate management software and 5 reasons why you need it

Commercial real estate management software can be transformative for you and your business. Here are some of the reasons our customers choose to use a software:

Raise capital faster

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

Safety and security is of the utmost importance. With a  commercial real estate management software like Agora you can safeguard communications between GPs and investors, making sure everyone’s data is completely secured.

Scalability

Scalability is essential for any business. Agora’s centralized data and automated processes enable your firm to scale efficiently while maintaining high standards in investor relations, fundraising, reporting, and data transparency—letting you focus on growth.

Why you should choose Agora as your commercial real estate management software

Agora’s commercial real estate management software empowers you to manage your investments
with unparalleled efficiency for an enhanced investment management experience

Comprehensive fundraising tools
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.

Comprehensive fundraising tools
Intuitive Investor Portal
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.

Intuitive Investor Portal
Automated distribution calculations
Automated distribution calculations

Save time sending out distributions with automated waterfall calculations and personalized distribution notices and ACH payments.

Automated distribution calculations
Document management system
Document management system

Keep your documents organized and easily accessible. Store, sort, search and deliver agreements, forms, and reports with just a few clicks.

Document management system
Integrated CRM
Integrated CRM

Manage your investors effortlessly with Agora’s fully customizable CRM. Easily access all your investor data while improving communication with investors. Keep your documents organized and easily accessible. Store, sort, search and deliver agreements, forms, and reports with just a few clicks.

Integrated CRM
Detailed investor reporting
Detailed investor reporting

Effortlessly create custom, professional reports with Agora’s Report Builder, streamlining your back-office reporting processes to impress investors.

Detailed investor reporting

See Agora’s commercial real estate
management software
in action

Advantages of utilizing commercial real estate
management software

Agora’s commercial real estate management software empowers you to streamline your operations and focus on growth.

Fundraising
Simplified fundraising

Agora empowers businesses of all sizes to meet their growth targets faster with advanced fundraising tools. Engage existing and new investors, and expand your equity under management with ease.

Investor Portal
Streamlined operations

Manage every operational aspect of your active investments with ease. Oversee your entire portfolio, automate complex calculations, track transactions, and generate reports. Streamline your back-office processes into one comprehensive platform.

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Save time for growth

Spend less time on administrative tasks and more time finding deals and nurturing investor relationships, enabling your growth.

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The result

With Agora’s commercial real estate investment management software, you can streamline your workflows to achieve operational excellence, enabling you to focus on growing and scaling your business. With more time to dedicate to what truly matters, your growth targets are within reach.

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Key features to look for when choosing a
commercial real estate management software

Agora’s commercial real estate management software offers a range of features designed to optimize
your investment management workflows.

CRM
Comprehensive fundraising tools

Choose a software that provides comprehensive fundraising tools so that you can effortlessly engage existing and new investors, and expand your equity under management.

Investor Portal
Automation for efficiency

Save time and enhance accuracy with capabilities that automate processes such as financial distributions and tax reporting.

Document management
Secure document management

Ensure the software offers robust document management capabilities with strong security features to store, manage, and share essential documents easily.

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Scalable solution

Choose a software that is scalable and supports increasing investors and growing investment portfolios without sacrificing performance.

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The result

The result is a seamlessly efficient investment management experience that enhances investor relations, ensures secure document handling, and supports your commercial real estate portfolio as it expands.

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Real people, real results

Leading the market in customer satisfaction

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FAQs

Frequently
asked questions

Have more questions?
Write to us at info@agorareal.com

What is commercial real estate management software?

Commercial real estate 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 management software?

The best commercial real estate 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.

Read more about how Agora’s solutions can help here.

What are the important security features of commercial real estate management software?

Dealing with sensitive information and maintaining trust with investors requires robust security protocols from your commercial real estate 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 communications are secure and private.

Learn more about Agora’s security and privacy here.

 

Can commercial real estate 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 management software improve financial tracking and reporting?

Commercial real estate 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 management software like Agora here.

How can commercial real estate management software improve financial tracking and reporting?

Commercial real estate 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 management software like Agora here.

Can commercial real estate management software integrate with other financial systems?

Yes, commercial real estate 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 management software?

Every General Partner (GP) needs 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 management software like Agora can help you as a GP here.

What are the costs of a commercial real estate management software?

Costs for a commercial real estate 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.

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