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FUNDRAISING AND INVESTOR ONBOARDING
Sign investors the same day
Trusted by 1400+
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."
Lynn Glantz
Head of Investor Relations
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.”
Rebecca Park
Associate Director of Financial Operations
Case study
“Agora has been extremely helpful in streamlining our whole back-end operations and centralizing the whole investor experience.”
Chelsea Deluca
Chief Operating Office
Case study
“The dedicated support from Agora’s customer success team has been transformative for us.”
Mike Doney
Operating Officer
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."
Matt Stein
Chief Development Officer
Case study
“With Agora, I’ve cut communication efforts by 50-75%. Uploading documents, K-1s, and investment statements has never been easier”
Ryan Clintworth
Principal
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."
Nicole Warwood
Chief Financial OfficerFaster fundraising and investor onboarding
Turn interest into a signed subscription
With Agora's digital subscription flow, investors open the documents from the same offering page they were reading and e-sign without downloading anything. The decision to invest and the executed agreement land in one visit.
Clear accreditation without chasing a single document
Agora runs accreditation status and KYC/AML screening on each investor as they subscribe and file every result on their record. Your team stops requesting accountant letters and account statements one email at a time.
Hand every funded investor a live account
The moment capital lands against a signed commitment, Agora opens that investor's portal account and posts their position inside it. Nobody on your team assembles a welcome packet or creates a login by hand.
THE ANSWER
The fundraising and investor onboarding solution
Agora replaces paper subscription packets and manual compliance checks with one flow that carries an investor from commitment to funding.
Configure each offering
Set the questionnaire and required documents for each offering, then reuse the template on the next raise.
- Subscription templates per fund
- Smart questionnaires with pre-filled data
- Family office and advisor subscriptions
- Commitments recorded against the deal
Track every subscription
See which step each investor reached and reopen an abandoned subscription in one click.
- Subscription status per investor
- Flags on investors who stopped mid-form
- Review and approval queues for your team
- Evidence stored on each investor record
Fund and activate
Investors fund by ACH or wire against their signed commitment, and each close updates the cap table.
- ACH and wire capital contributions
- Funding status tracked per investor
- Portal accounts opened automatically
- Cap table updated at each close
HOW IT WORKS
How Agora connects fundraising and investor onboarding
Four steps your team runs for every raise.
Build the template
Set the subscription questionnaire and documents once per fund.
Invite investors
Send prospects a branded deal page with the subscription built in.
Approve from one queue
Review cleared checks and countersign without leaving Agora.
Close and update
Funded commitments post to the cap table at each close.
BUILT FOR REAL ESTATE
Who uses fundraising and investor onboarding software
Raising capital and onboarding the investors behind it touch several desks. Each one needs its own view of the same pipeline.
- FUND MANAGERS
- IR PROFESSIONALS
- CFOs & COOs
Scaling one onboarding standard across funds
- Build subscription templates per fund
- Apply the same checks everywhere
- Watch every raise from one screen
- Compare onboarding speed across funds
FUND MANAGERS
Real people, real results
Agora has helped us the most with investor onboarding. What used to take hours now just takes minutes. Our investors can fill out an entire subscription document in just 8 to 10 minutes.
Matt Stein, CDO
Read more
What is fundraising and investor onboarding in real estate?
Fundraising and investor onboarding is how a sponsor turns interest into funded capital. With Agora it:
- Opens each offering in a branded data room for review
- Collects commitments through online digital subscriptions and e-signature
- Clears accreditation and KYC/AML before your team countersigns
- Opens a portal account once the investor funds
Read how PPR cut investor onboarding from days to fifteen minutes with Agora.
How does Agora improve the investor onboarding process?
Agora removes the manual handoffs that stretch onboarding across days by:
- Turning subscription packets into guided online questionnaires
- Running accreditation and KYC/AML inside the same flow
- Pre-filling known details so investors retype nothing
- Letting family offices subscribe on behalf of their clients
Firms using this flow report subscription documents finishing in eight to ten minutes per investor.
What types of raises can Agora onboard investors into?
Agora handles onboarding for every structure a real estate sponsor raises into, including:
- Parallel funds and TIC structures with separate investor groups
- Closed-end funds with staged capital calls
- Open-ended funds taking repeat subscriptions from existing investors
- Debt funds with rolling investor commitments
- Private equity vehicles raised across institutions and family offices
The same subscription flow serves a first raise and a fund with hundreds of LPs.
How does Agora give visibility into every subscription?
Agora shows exactly where each investor stands in the onboarding flow by:
- Listing every prospect and their subscription status together
- Flagging investors who opened a form and stopped
- Showing which checks cleared on each investor record
- Tracking funded capital against the target in your pipeline
You see which investors need a nudge without asking your team for a status update.
How can Agora reduce the time to onboard investors?
Agora cuts the days investors normally spend on paperwork before their capital lands by:
- Replacing emailed subscription packets with one guided investor onboarding flow
- Auto-generating signature fields on every subscription document your investors sign
- Verifying each investor during the subscription rather than after it closes
- Accepting capital by ACH or wire in the same sitting