INVESTOR ONBOARDING SOFTWARE
Simplify
fundraising with easier investor onboarding
Trusted by 600+
customers worldwide
What is investor onboarding software and 5 reasons why you should use it
Investor onboarding software supports the entire capital raising lifecycle, giving GPs the tools to achieve fundraising success. Here are five ways an end-to-end platform enhances your efforts.
Market your deals professionally
Investor onboarding software helps you present your investment offerings clearly and effectively. Companies like Twinpeaks use Agora to enhance their brand image with customizable portals, giving investors quick access to opportunity details and offering documents.
Easily track capital raising progress
Real-time dashboards give you an instant snapshot of the capital-raising process. Investor onboarding software allows you to monitor commitments, track status, and see where each investor is in the subscription workflow.
Increase investor conversions
Simplify every step of the sign-up process to increase investor conversions. Companies like Katz Capital leverage Agora’s investor onboarding software to reduce subscription document completion time from hours to minutes.
Effortlessly onboard investors
F Street expedited onboarding by 10x using Agora to simplify and guide LPs through each step of the investment workflow. User-friendly pages, pre-filled data, and personalized guidance help investors easily move from initial interest to commitment.
Improve the investing experience
Give your investors the best experience possible while minimizing the time and effort needed to evaluate and commit to your deals. With a customized portal, guided sign-up flows, and fewer manual inputs, LPs can move quickly through the process and stay engaged.
Why you should choose Agora
as your investor onboarding software
Agora’s investor onboarding software platform provides a complete set of features to help you raise capital faster and more efficiently.
Comprehensive fundraising tools
Everything you need to market your opportunities, secure investor commitments, and finalize contributions.
Streamlined digital subscriptions
Automated subscription flows to speed up the fundraising process by reducing manual tasks and simplifying investor inputs with Agora’s Smart Questionnaire.
Seamless capital contributions
Easily collect contributions from investors and track dates and ownership percentages in a single interface.
Intuitive investor portal
Agora’s modern and user-friendly portal makes it easy for investors to access their portfolio, performance, offering documents, and subscribe to new offerings.
Customized real estate CRM
Centralize all investor information within our customizable CRM. Build stronger investor relationships with personalized outreach and communication management.
Ongoing investor reporting
Create insightful and customized reports for investors. Automate report generation so you can quickly provide accurate updates to your investors.
See Agora’s investor onboarding software in action
Advantages of utilizing investor onboarding software
Investor onboarding software drives your fundraising process from start to finish. Here’s how it accelerates your capital raise
Simplify and accelerate deal closures
Enable investors to quickly explore and evaluate new opportunities with minimal effort.
Increase investor conversions
Monitor and evaluate investor status to offer timely assistance as needed.
Effortlessly onboard investors
Guide investors step-by-step through subscription agreements and capital commitments.
The result
A streamlined, user-friendly workflow for accessing deals, viewing subscription agreements, and completing documents keeps investors engaged through the entire sign up process. Agora’s investor onboarding software provides all the tools you need to build trust, loyalty, and momentum.
Key features to look for when choosing an investor onboarding software
Agora’s investor onboarding software gives you all the features you need to fast-track your capital raising process.
Tailored onboarding workflows
Agora’s software allows you to create customizable workflows that guide investors through the onboarding process step-by-step. From subscription document completion to compliance verification, automate every task, saving time and reducing errors.
User-friendly investor portal
With Agora’s modern, intuitive investor portal, LPs can effortlessly access their accounts, sign agreements, and track progress. This provides transparency and builds trust between you and your investors.
Automated document handling
Agora automates the collection, management, and processing of subscription documents and other paperwork, ensuring compliance with minimal manual intervention. Investors can complete onboarding swiftly and securely.
Compliance & security features
Agora includes built-in compliance checks to verify investor identities and ensure all onboarding meets legal and regulatory requirements. Advanced security measures, such as encryption and secure document storage, protect your investors' data.
The result
The right investor onboarding software gives you the edge to raise capital quickly and efficiently. With faster execution, you can scale your fundraising efforts, achieve your goals, and close deals in less time.
Leading the market in customer satisfaction
See all reviews
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 investor onboarding software?
Investor onboarding software speeds up capital raising by making it easy to present deals, finalize agreements, and secure investor commitments. Capabilities include:
- Investment marketing and prospect management
- Simplified subscription and capital commitments
- Real-time insights and analytics
A comprehensive platform drives efficiency and enhances the investor experience. Helu Capital raised 3x more equity with Agora through optimizing investor onboarding operations.
How do you choose the right investor onboarding software?
Look for a comprehensive platform that supports every step of the fundraising process, including:
- Customizable portal for presenting deals and integrated CRM to share with prospects
- Centralized offering documents and subscription agreements
- Tracking and monitoring capabilities to nurture investors through the process
Agora’s complete solution enables you to present offerings through secure deal rooms, communicate with potential investors, provide guided subscription agreements, and assess fundraising progress.
What are the important security features of investor onboarding software?
Look for solutions that provide security controls like:
- Data encryption to prevent data theft and verify secure storage
- User authentication and access control to block unauthorized access
- Regular backups to guarantee data recovery
- Third-party audits to confirm compliance with data security regulations
Agora’s security features include bank-grade encryption, two-factor authentication, controlled access for investors and internal teams, backups to protect data, and SOC 1 compliance.
Can investor onboarding software be customized to fit different business sizes or types?
Yes, the best investor onboarding software solutions allow GPs to tailor the sign up process to their specific needs by:
- Customizing offerings with your brand and investment specifics to establish trust and expertise
- Personalizing subscription agreements to increase investor engagement and satisfaction
- Scaling to support various financial structures and business scopes as your firm grows
Agora’s platform supports firms of all sizes, from YDPL’s $11 million in equity to Metonic’s $200 million with customizable portals, investor communications, and subscription agreements
Why does every GP need investor onboarding software?
The right investor onboarding software helps you:
- Allows you to tailor offerings, agreements, and communications to reflect your brand and meet investors’ needs
- Speeds up capital raising by simplifying processes, reducing friction, and increasing investor participation
- Increases investor engagement and satisfaction through personalized portals, subscriptions, and seamless workflows
Agora’s end-to-end platform provides customizable investor portals for presenting deals, guided investor agreements and the ability to easily monitor overall fundraising status.
What are the costs of investor onboarding software?
The cost of investor onboarding software should reflect a complete solution with all the tools GPs need to find, onboard, and support investors while driving growth. A comprehensive platform should include:
- Investor portal and CRM
- Fundraising support
- Document management
- Investor reporting
- Accounting and finance
With pricing starting at just $749/month and a dedicated support team, Agora helps you onboard, manage, and support investors at every stage of the syndication lifecycle.
How can investor onboarding software reduce the time it takes to onboard new investors?
Agora shortens the time for GPs to onboard new investors through its automated onboarding process. Key features include:
- Streamlined digital subscription documents and e-signature capabilities
- Automated workflows that guide investors through each step of the process
- Personalized investor portal for managing accounts and completing onboarding
Agora’s complete solution reduces onboarding time from weeks or months to just minutes, allowing you to close deals faster and focus on growing your business.