finance team

Automated
financial
management

Trusted by 700+
customers worldwide

Case study

“With Agora 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."

Case study

“With Agora, we no longer have to spend time on the nitty gritty parts of our tax operations – we just send them raw data and they do it all for us.”

Case study

“Agora has been extremely helpful in streamlining our whole back-end operations and centralizing the whole investor experience.”

Case study

“The dedicated support from Agora’s customer success team has been transformative for us.”

Case study

“Agora streamlined our investor onboarding, what used to take hours now takes just minutes. Investors complete entire subscription docs in 8-10 minutes."

Case study

“With Agora, I’ve cut communication efforts by 50-75%. Uploading documents, K-1s, and investment statements has never been easier”

Case study

“Agora is more than a solution; it's a partner. It solves our operational needs securely, saves us time, and is built to grow with us for the long haul."

All your financial operations,
automated

Centralize your financial management

Easily manage cap-tables, performance metrics, and investor reports. Integrate with property management and accounting for centralized, reliable data.

Automate all distributions and payments

Simplify financial operations with automated distributions and payments, including customizable waterfall structures, reducing risks of calculation errors.

Personalize your investor reporting

Leverage the custom statement builder and auto-generate investor reports, including distribution notices and NAV statements.

Promote data transparency

Provide investors with easy access to documents, reports, and communication tools through the Investor Portal, ensuring financial integrity.

Tailor to your financial structures

Enjoy support for all entity structures, including Parallel Funds, TIC Structures, and JVs for full flexibility.

Who we serve

General Partners

Efficiently manage every aspect of your business, freeing time for growth. Reach operational excellence for the best investment management experience.

Provide your investors with the complete transparency, convenience, and security needed to foster lasting partnerships. Deliver an unparalleled investing experience.

Seamlessly manage all financial aspects of your investments, from automated waterfall calculations to investor reporting. Save time and ensure financial integrity.

We needed a solution that could handle our individual projects and investor groups. Agora proved to be the perfect partner, saving us time and effort across all operations."

Nicole Warwood, CFO

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