Onboarding, Cut in Half: AI-powered onboarding, guided by Agora experts. Explore Agora Onboard →
Agora Onboard
See your firm take shape in Agora within days.
Bring your data. We’ll take it from there.
No rigid templates. No need to rebuild your data for Agora first.
Send your existing data
Spreadsheets, PDFs, screenshots, or exports from your current platform. We’ll make it work.
We do the heavy lifting
Our AI maps your data into Agora and flags anything missing or unclear. Your dedicated specialist validates the work and keeps things moving.
Preview your data in Agora
No need to walk us through your old system. Just review your data, already in place.
Review and approve
Resolve open items in context, see what’s done, and what’s next. Move confidently toward go-live.
From onboarding to ongoing success.
Go live
Activate the admin control panel and your investor portal, and invite your investors with your brand front and center.
Keep growing
A dedicated team working tirelessly to ensure you’re set up for success with Agora as your firm continues to evolve.
Less work getting started.
More confidence along the way.
AI can promise easier onboarding. Agora already delivers it. For dozens of clients, our AI-powered process has cut median onboarding time in half, with a dedicated specialist guiding every step. Whether you're coming from another platform, spreadsheets, or multiple systems, we meet you where you are.
Your data, your way
From platform exports to spreadsheets, send us the data you already have. We handle the preparation, so you don't have to.
Cleaner data from the start
Even when data is spread across systems, we help identify and resolve gaps, duplicates, and inconsistencies.
Always know what’s next
See what's complete, what needs your input, and what's left before launch.
A closer look at Agora onboard
Real people, real results
What I value most about Agora is their exceptional team. Their customer service is outstanding, always committed to our success and going above and beyond to support us."
Matt Stein, CDO
How long does onboarding take?
Every firm is different, so onboarding timelines depend on the complexity of your data and how quickly information is provided and reviewed. Our AI-powered process has cut median onboarding time in half, and you’ll see your own data in Agora within days of sending it. Your onboarding specialist maps out the plan with you at kickoff.
What can I send you?
Whatever you already have: spreadsheets, PDFs, screenshots, or exports from your current platform. There’s no rigid template to fill in or specific format to match.
Do I need to clean up my data first?
No. Send it as it is. Our AI maps your data into Agora and flags gaps, duplicates, and anything unclear.
We run on spreadsheets. Is that a problem?
Not at all. Send your files as they are, multiple tabs and years of history included.
I'm moving from another platform. How does that work?
Our AI agent already understands exports from major platforms such as Juniper Square, AppFolio, and IMS. We’ll also provide platform-specific export instructions and a ready-to-send letter requesting your data from your current provider.
Who does the work, the AI or a person?
Both. Our AI handles the heavy data work: mapping, matching, and flagging issues. Your dedicated onboarding specialist validates the work and handles judgment calls. You always have a person to talk to.
How much work lands on my team?
Far less than with a traditional migration. We handle the data prep and bring you only what needs your input, such as missing details or open questions. You won’t need to reconstruct or explain how your previous system worked.
How do I review my data?
Directly in Agora. A clear checklist shows what’s complete, what needs your input, and what’s left. You can fill in gaps, answer open questions, and leave comments in context, with a record of approvals. Prefer spreadsheets? You can export your data for review instead.
What happens at go-live?
We launch your branded investor portal, send activation invitations to your investors, and train your team on the platform. After launch, your Customer Success Manager remains your main point of contact.
Is my data secure?
Security is built into everything we do at Agora. Learn more in our trust center.