Investor communication management
Advanced visibility and access settings
Dynamic lists and filters
Prospects pipeline management
Streamlined investment actions
Data rooms & brochures
Automatic report generator
Excel data integration
K1 distribution and auto allocation
Basic and advanced structures
Tax withholding and adjustments
Manage payment records
We know no one enjoys filling out forms, but we do need some basic details to ensure you make the most of our conversation.
directly from the platform
Simple fee structure
Automatic bank account verification
Set tiered approvals
Simple fee structure
Automatic payment reconciliation
Bank-level security protocols
We know your needs don’t stop with software. Our experts are here for you.
Distribute funds to investors abroad
We will handle all international money transfers for you.
Pay in any currency
Agora supports payments in any currency, including live currency conversions.
Ensure regulation compliance
International payment regulations are complex and vary by country. Let us take care of that for you.
K-1 (1065 form)
Have K-1s ready on time with no hassle
Our team of CPAs will handle all your K-1 needs from start to finish, with no need for extensions.
Get serviced by a dedicated tax expert CPA. Seamlessly communicate through our tax center.
Get the best prices for K-1 in the market without settling on service, accuracy, and efficiency.
Guaranteed accuracy and quality
Expert bookkeepers will meticulously manage your financial records on the property and the investment level.
Effective communication and full availability
Send documents and contact your bookkeeper through the Tax Center, phone, email, or text.
Save more than 45% on fees
Our use of process automation enables us to offer competitive pricing compared to traditional bookkeeping services
The payment for the investment platform, including all its features, training, and support, is subscription-based, starting from $749 a month.
Additionally, you can make domestic (US) ACH payments for a small fee per transaction.
The pricing for financial administration services is separate and depends on your specific needs and requirements. You can contact us for a quick call so we can learn more about you and make you a personalized offer.
The subscription fee pricing for the investment platform is based on your firm’s Equity Under Management (EUM) and/or the number of projects. The subscription term is yearly and paid in four quarterly installments.
You can transfer your data and documents to our platform yourself. But we highly recommend you take advantage of our onboarding services for an added fee. We’ll take all your investor information, projects, and other data and ensure it’s all transferred smoothly, safely, and swiftly into the platform so you can hit the ground running.
The pricing for financial administration services depends on your specific needs and requirements. Let’s have a quick call so we can learn more about you and make you a personalized offer.
Our customers are of all types and sizes and business models. We work with different asset classes, deal-by-deal models, funds, and more. Our software supports even the most complex structures, including Co-GPs, different syndication models and advanced waterfalls.
We can tailor a custom plan that accommodates your unique needs and requirements. Let’s have a quick call so we can learn more about you and ensure you get the best possible solution.
The subscription period is one year and renews automatically.
If, for any reason, you want to cancel the subscription, just let us know at least 30 days before the end of the yearly plan. You can contact us here.