PRICING

Investor Management

Manage investor communications from one place and Search, filter, tag, and apply edits across different data sets.

Dynamic Views

Create and save personalized views of your contact data tables based on specific criteria and preferences.

Custom Fields

Configure data fields and document categories to fit your unique business needs.

Activity Tracking

Track your activity with the built-in activity feed, tasks, and notes.

Investor Emails and Templates

Streamline your communication with embedded email sending and advanced analytics.

Email Marketing and Analytics

Send fully branded marketing emails with your library of saved templates.

Full Email Integration - Outlook, Gmail, etc.

Seamlessly connect your personal mailbox directly to Agora, ensuring all email interactions are automatically recorded in the CRM.

Email Domain Integration

Connect your organization's domain to Agora to send emails directly from your company's email address.

Lead Management and Capture Forms

Capture leads effortlessly with our fully customizable lead form, accessible through a simple link.

Task Management

Efficiently manage personal productivity and team collaboration with an embedded task manager.

Documents Center

Store all your documents in one place and easily search, filter and sort through document information.

Zapier Integration

Seamlessly integrate Agora with over 5,000 applications through Zapier.

Prospect Management and Pipelines

Effectively manage and track your prospect outreach and fundraising pipeline for optimized results.

Customizable Data Rooms

Securely distribute documents and provide a digital marketing interface for your investments.

Smart Questionnaire

Create interactive questionnaires that investors can complete effortlessly, with the correct information automatically populating into subscription documents.

Dynamic Digital Subscriptions

Customize your investors' digital subscription process to deliver a sleek, modern investing experience, making subscriptions and onboarding seamless.

Embedded e-Signatures

Investors can effortlessly sign agreements online through the Investor Portal, with CRM data pre-populating documents.

Soft Commitments

Enable investors to make soft commitments to your opportunities via digital brochures and data rooms.

Waitlist Management

Automatically waitlist prospective investors and increase each offering's exclusivity.

NDA Automation

Require investors to fill out NDAs before accessing your data rooms and brochures.

Embedded Accreditations

Enable investors to easily complete their accreditation during the online subscription.

Embedded Contributions

Public Offering Catalogs and Brochures

Create public brochures for your offering's data rooms and generate shareable links to introduce new investments to existing investors and leads.

Co-Sponsors Solutions

Raise capital with co-sponsors while ensuring investor data remains secure. Co-sponsors can create branded portals and access the same top-tier features as the lead sponsor.

Multiple NDAs

Set multiple NDAs as mandatory steps before investors or potential investors can access a Data Room or any documents in the system.

Smart Questionnaire Advanced Rules

Add logical rules to your smart form and present certain questions only to applicable investors depending on certain criteria

Pre-fill Subscription Documents

Simplify the investment process for LPs by pre-populating online subscription documents.

Institutional Data Room

Promote investments with institutional-grade data rooms with advanced permissions and analytics layers.

Subscription Custom Fields

Capture data from your Smart Questoinnaire into custom fields created in your CRM, and allow LPs to reuse the entire dataset in next subscriptions.

Dynamic Investor Experience

Investors can access the information they need in a fully customizable way, with multiple grid options and advanced filters to tailor their portfolio view.

Mobile Experience

Investors can easily access their investor portal on the go directly from their mobile devices for enhanced convenience.

Investor Dashboard

Provide your investors with instant access to their entire portfolio on our modern and intuitive interface.

Investor Updates

Send live updates on project and fund performance via the portal.

Track Investor Activity

Gain valuable insights into investor activity and engagement with comprehensive usage reports.

Transactions Table

Offer investors a comprehensive transactions breakdown, providing clear visibility and exporting capabilities within every transaction type.

Detailed Investment Summaries

Provide your investors with detailed descriptions of each of their investments.

Performance Metrics

Automate investment performance calculations with embedded metrics such as IRR, Yield COC, and Equity Multiples to your investors for greater transparency.

Document Sharing

Share documents with investors through email or the portal, with customizable settings to either require portal login or allow direct email access to the documents.

Investor Requests

Enable your investors to submit requests directly from their portals.

Investor-Controlled Profiles

Investors can manage their existing investing profiles and comfortable update their details and preferences.

User Authentication and Security

Enhance portal security by allowing your investors to log in with two-factor authentication.

Multi-language and Currencies

Support investors worldwide with multi-language and multi-currency options for your portal.

Agora's Report Builder

Create fully customized, professional reports with ease using Agora's powerful report builder.

Dynamic Investor Reports

Create personalized reports with drag-and-drop dynamic fields that auto-populate investor data, company info, and investment details.

Capital Call and Distribution Notices

Auto-generate bulk, fully branded, and personalized distribution and capital call notices for your investors.

Automatic K-1 and 1099 Uploads

Automatically assign and deliver K-1s and 1099s to investors with secure, smart document distribution.

Customized Portal Dashboards

Customize your investors' portal dashboard with tailored terminology, language, and display options.

Assets Reporting

Generate insightful reports on your assets' performance.

Agora Templates Library

Access to a comprehensive library of professional pre-built report templates in Agora's template collection.

Multiple Template Variations

Create unlimited reporting templates for maximum reporting flexibility.

External Dynamic Data

Import external data into your report templates to create personalized reports for each investor.

NAV Statement

Generate and distribute Net Asset Value statements.

Capital Account Statements

Generate periodic capital account statements for your investors.

Net Income Notices

Generate and deliver net income passthroughs to investors.

ILPA Notices

Issue standardized ILPA Notices.

Customized Portal Terminology

Customize the investor portal with your tailored terminology suited to equity or debt attributes.

Basic Investment Structures

Manage common investment structures such as SPVs, Joint Ventures, Funds and more.

Advanced Investment Structures

Manage advanced investment structures such as parallel funds, master feeder funds , TIC Structures and more.

Loan / Debt Management

Manage debt Fund and promissory notes.

Visual Org Charts

Easily visualize your investment complex org structure right on our platform.

Cap Table Management

Manage investor positions, calculate ownership and track your full cap table status.

Investor Transfers

Monitor all investor ownership transfers on ledgers and track related transactions directly within the cap table.

Waterfall Automation

Simplify your distribution process with our user-friendly Waterfall Builder for automated, accurate and transperant calculations.

Configurable Transaction Types

Customize transaction labels in the system to align with your firm's specific terminology.

Configurable Performance Metrics

Customize performance metrics by setting as-of dates, calculating IRR and equity multiples, configuring position values, and adjusting yield parameters for tailored reporting.

Multi-Currencies Supports

Manage any type of currency in our platform to match your local investment strategy.

Contribution Manager

Streamline capital call contributions collection from a single intuitive dashboard, tracking paid and unpaid investor contributions.

Payments Manager

Simplify fund distribution and manage all payments through the payment manager, clearly tracking settled and unsettled distributions.

NACHA Files

Create NACHA files directly from the platform that can be sent or uploaded to your financial institution to execute a mass payment batch.

Embedded ACH Electronic Payments

Execute all distributions straight to your investors' bank accounts with integrated ACH payments.

Yardi Exports and Imports

Ensure consistency and a seamless workflow by importing and exporting Yardi transactions.

NAV

Calculate and report NAV to your investors.

Net Income

Provide investors with estimated current position values through capital accounts by recording net income transactions.

Waterfall Side Letters

Create side letters for your investors with specific investment terms.

Custom Waterfall Balances

Create advanced waterfall rules and balances to support your most complex LPA structures.

Net Income Accounting

Track profitability by recording your fund's income and expenses over a specific period.

NAV Accounting

Allocate and report Net Asset Value for the fund and each investor's position.

Open-end funds

Streamline open-ended fund management with precise cash flow tracking, cap table adjustments, investor redemptions, and accurate unit pricing.

SOC1, SOC2 & ISO27001 Certifications

Agora is certified with SOC 1, SOC 2, and ISO 27001, ensuring top-tier security and compliance for your data.

End to end data encryption

Agora ensures end-to-end data encryption by securing sensitive information during storage, transmission, and access.

Cloud Backups

Agora automatically performs cloud backups, securely storing your data to ensure protection against data loss.

Multi-factor Authentication

Enhance security with multi-factor authentication (MFA) requiring users to verify their identity with a one-time code.

Accounting Data Import

Easily import accounting data from various systems directly into Agora for seamless integration.

Data Exports

Export any dataset you need from the platform with ease.

User Permissions

Define each user's permissions to grant specific access to certain features while restricting access to others.

Audit Logs

Track and monitor user actions in Agora and the investor portal, ensuring accurate data auditing.

Advanced User Permissions

Advanced user roles to partition staff access to Contacts, Accounts, and Entities.

Data Sharing Controls

Control investor access to specific data fields.

Single Sign On

Securely access Agora using the same credentials you use for other applications and websites, streamlining your login process with just one set of credentials.

OTP Login

Secure authenticate users when they log in by entering a one-time password sent to their device.

Document Watermarking

Secure your documents by adding customizable watermarks, helping prevent unauthorized distribution.

Document Encryption

Prevent unauthorized access to documents, ensuring only authorized users can view or modify them.

Data Warehouse Exports

Create tailored exports for your data warehouse.

API Access

Utilize Agora's robust APIs for smooth data synchronization.

Accounting Systems Integration

Integrate with a wide range of accounting systems, allowing for smooth financial management and reporting.

Education Resources

Gain unlimited access to the Agora Help Center, filled with articles that explain and guide you through the software.

Dedicated Onboarding Team

Receive personalized support from a dedicated onboarding specialist to guide you through the entire onboarding process.

Customer Support

Enjoy continuous access to Agora's support team for prompt assistance with any questions or issues.

Dedicated Success Manager

Get matched with a dedicated customer success manager, an expert in our software and the real estate industry, offering tailored guidance and platform support.

Advanced Training Sessions

Get comprehensive training sessions on advanced features.

Product Experts Sessions

Get personalized training sessions on specific platform features led by our product experts.

Early Access

Access to beta programs, feedback sessions and influence on roadmap.

Enhanced SLA

Benefit from an enhanced Service Level Agreement (SLA) for superior support and response times.

White Glove Onboarding

Get a dedicated onboarding specialist dedicated to your onboarding to the platform, making sure the data integration is smooth and perfect.

Tailor Made Solutions

Receive tailor-made integrations and solutions.

Strategic Roadmap Input

Gain concrete influence over our product roadmap planning.