INVESTOR RELATIONS MANAGEMENT SOFTWARE
Strengthen investor relations and easily manage your investors
Trusted by 600+
customers worldwide
What is investor relations management software and 5 reasons you need it
An IRMS is a crucial tool for real estate businesses looking to streamline their investor communications and management processes. Here are some compelling reasons our customers rely on such software.
Streamline communication
Agora’s IRMS provides a dedicated platform for efficient communication with investors. Track all investor communications from a single platform with integrated emails, logging every interaction and meeting. Automatically generate and send distribution notices and signature requests directly to investors from the platform.
Improve capital raising efforts
Streamline your real estate fundraising process with prospect management, shared data rooms, public brochures, customized subscription flows, e-signatures, and advanced analytics. Customers have experienced a 3X increase in capital raised within the first year of using our IRMS. By optimizing the capital-raising workflow and expanding the investor base through targeted outreach, firms can raise capital faster thereby making ambitious projects feasible sooner.
Operational excellence
Leveraging IRMS leads to a marked improvement in efficiency, particularly in back-office operations and makes an Investor Relations Manager’s job easier. Save time on investor management tasks and investor reporting with auto-generated reports. Say goodbye to endless emails from investors asking for documents and reports, with an IRM each investor has easy access to all needed documents and information right on their portal!
Scalable operations
As your business grows, so does the complexity of managing a larger investor base. Agora’s IRMS is designed to scale with your company and supports an increasing number of investors without compromising on service quality. It enables businesses to maintain high standards of investor relations and operational efficiency, even as they expand their portfolio and enter new markets.
Enhance data security
In today’s digital age, securing sensitive investor information is paramount. Agora’s IRMS is equipped with advanced security features to protect against unauthorized access and cyber threats. It ensures that communication between the company and its investors remains confidential, safeguarding against data breaches and maintaining investor trust.
Why you should choose Agora as your investor relations management software
Agora's comprehensive real investor relations management software is tailored to meet the needs of your real estate firms and offers a wide range of features designed to enhance your investors' experience and streamline your investor management processes.
Comprehensive fundraising tools
Streamline your entire fundraising cycle with our advanced Fundraising Tool for effortless growth. From the initial outreach to the final investment, our platform simplifies the process, making capital raising efficient and effective so that
you can raise capital faster.
Integrated and customizable CRM
Keep track of all your investor interactions and data with our fully customizable CRM. Improve your communication strategies and build stronger relationships with your investors through personalized outreach and efficient management.
Intuitive Investor Portal
Our platform features a modern and intuitive investor portal that provides unparalleled transparency. Investors can easily access their portfolio performance, documents, subscribe to new offerings, and see the latest updates anytime, anywhere.
Automated distribution calculations
Eliminate the hassle of manual distributions. Our investor relations management software automates complex waterfall calculations and enables personalized and auto-generated distribution notices, saving you significant time and reducing errors.
Detailed investor reporting
Generate detailed and customizable investor reports with ease. Our software automates the report generation process, allowing you to provide timely, professional, and accurate updates to your investors.
Robust document management system
Organize and access your investment documents with ease. Our document management system allows you to store, categorize, and retrieve any document in just a few clicks, ensuring that you and your investors always have all the information you need.
See Agora's investor relations
management software in action
helu
After we started using Agora, we tripled our equity growth, enabling us to manage more deals, focus on asset management, and spend less time managing investor interactions."
Taylor Bassett, COO, Founder and Owner
Read moreAdvantages of utilizing investor relations
management software
Investor relations management software equips you with a suite of powerful tools aimed at elevating
the investor management experience. Here’s how it can transform your investor relations.
Complete transparency
Provide your investors with constant access to their financial data, personalized reports, and more through a secure, user-friendly portal.
Streamlined communications
Send updates efficiently, address inquiries promptly, and collect valuable feedback directly through the platform.
Simplifying fundraising
Save time while improving your investors’ experience with advanced prospect management and shared data rooms that centralize fundraising efforts.
The result
Engaged and satisfied investors. By keeping your investors well-informed and engaged, they are more likely to take part in future deals and become advocates for your company. Our IRMS is designed to nurture the trust and loyalty that are essential for sustained success and growth for your firm.
Key features to look for when choosing an investor relations management software
When it’s time to select an Investor Relations Management Software (IRMS) for your firm, focus on these key factors.
Comprehensive CRM
Choose a software that offers a robust CRM so you can keep track of all investor interactions and data while building stronger relations.
Automation for efficiency
Save time and enhance accuracy with capabilities that automate processes such as financial distributions, capital calls, and tax reporting.
Document management
Ensure the software offers robust document management capabilities with strong security features to store, manage, and share essential documents easily.
Scalable solution
Choose a software that is scalable and supports increasing investors and growing investment portfolios without sacrificing performance.
The result
By carefully selecting the right Investor Relations Management Software, you’ll enhance your ability to maintain a strong, transparent relationship with your investors, streamline your operations, and ultimately, drive the success of your firm.
Leading 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
How user-friendly is investor relations management software for non-technical staff?
Investor relations management software, like Agora’s IRMS, is designed to be intuitive and user-friendly, even for non-technical staff. With features such as customizable dashboards, easy document access, and automated communication tools, the software simplifies complex processes and minimizes the need for technical expertise.
What types of reports can be generated with investor relations management software?
Investor relations management software typically allows for the generation of various reports tailored to investor needs. These reports can include financial performance summaries, investment portfolio breakdowns, distribution statements, compliance reports, and more. The software often offers customizable report templates to meet specific requirements.
Who should consider using investor relations management software?
Any real estate firm or business that deals with investors can benefit from using investor relations management software. Whether you’re a small startup or a large corporation, managing investor relationships efficiently is crucial for success. The software helps streamline communication, improve fundraising efforts, enhance operational efficiency, and ensure data security.
Are there customization options available in investor relations management software?
Yes, investor relations management software typically offers customization options to adapt to the unique needs of each business. Users can customize investor portals, communication templates, report formats, and more to align with their branding and specific requirements. This flexibility ensures that the software can cater to the diverse needs of different firms.
How is data privacy handled in investor relations management software?
Data privacy is a top priority for investor relations management software providers like Agora. These platforms incorporate advanced encryption and security measures to protect sensitive investor information from unauthorized access and cyber threats. Additionally, the software complies with industry standards and regulations to ensure data privacy and maintain investor trust.