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SOFTWARE

What you’re
getting

Investor portal
Premium portal
Seamless interface. Investors can access securely from any device, view reports and all investment-related data.
Investor communication management
Investors can access emails, send out requests, share files and sign legal documents from within the platform.
Advanced visibility and access settings
Set separate visibility and access options for each investor, entity and stakeholders.
Custom branding
Fully customize the portal to match your brand's look and feel.
CRM
Investor Management
Manage all investor information, communications and data from one platform.
Email center
Connect your personal Gmail/Outlook account to send emails directly from the platform. Get insights like open rate, click rate, and reply rate, with advanced email analytics.
Dynamic lists and filters
Create automatically updated dynamic investor lists based on different criteria, with smart search and filters.
Software integrations
Connect Agora to Zapier, Salesforce, Dropbox sign, Gmail, Google drive and more.
Task management
Collaborate with your team on tasks, define automatic task creations triggers and reminders to always keep track of what is next
Fundraising enablement
Prospects pipeline management
Manage your entire prospect pipeline from lead to final closing.
Streamlined investment actions
Collect soft/hard commitments, send signature and document requests, and countersign subscription agreements in bulk.
Individualized subscriptions
Create individualized online subscription flows for investors based on their class, entity, investment amount, and type of deal/fund.
Data rooms & brochures
Create customizable, personalised, fully branded data rooms, public brochures and marketing materials for your offerings.
Document management
Secure storage
Store all data and documents in one secured location. Agora is ISO 27001 certified, and employs end-to-end encryption. Create permission levels to control data access.
Auto-allocation
Auto-allocate documents and reports by investor, entity, position, Asset, investment or fund.
Template generator
Create templates for all document types like KYC, AML, property information, and legal contracts, with automated branding, layout and e-sign boxes from within the platform.
Bulk upload
Upload document collections in bulk and organize them with a click to save time.
Investor reporting
Automatic report generator
generate transaction notices and distribution, quarterly and yearly reports automatically.
Excel data integration
upload data sheets and extract any data and report you need into customizable templates.
K1 distribution and auto allocation
Upload, automatically allocate and send K1s to investors and entities in bulk.
Branding tool
Ensure your reports speak your firm's branding. Add logos, color schemes and font designs.
Accounting and finance
Basic and advanced structures
create and manage all investment and ownership structures, from basic (SPVs, Feeders, JVs) to advanced (multi-tiered, classes).
Accounting tools
Manage investor transfers and automatically calculate accounting metrics, unit values and quantities for positions.
Tax withholding and adjustments
Record tax withholding and adjustments for distributions.
Manage payment records
Record and export transactions. Easily create NACHA files for distributions.
Customized metrics
Calculate and display a wide range of performance metrics to get insights and inform investors.

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ACH payments

Distribute payments
directly from the platform

Learn more about ACH paymentsLearn more about ACH payments
Additional SERVICES

Financial administration

We know your needs don’t stop with software. Our experts are here for you.

International
payments

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.

Tax operations
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.
Dedicated CPA
Get serviced by a dedicated tax expert CPA. Seamlessly communicate through our tax center.
Reduce costs
Get the best prices for K-1 in the market without settling on service, accuracy, and efficiency.

Bookkeeping
services

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

Learn more about our
financial administration pricing

Talk to an expert

Talk to an expert

We know no one enjoys filling out forms, but we do need some basic details to ensure we make the most of our conversation.

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FAQ

Frequently Asked
Questions

Couldn’t find what you were looking for? write to us at [email protected]
  • How does the pricing for the investment platform and services work?

    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.

  • How much will I pay for the investment management software?

    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.

  • What if I need help with onboarding and document migration?

    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.

  • How much will I pay for financial administration services?

    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.

  • Is Agora suitable for my firm's business?

    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.

  • Can I get a custom plan for my business?

    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.

  • How long is the subscription period?

    The subscription period is one year and renews automatically.

  • What's the cancellation policy?

    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.

Did we leave anything out?

If you still have any unanswered questions, write to us at [email protected]

Talk to an expert

We know no one enjoys filling out forms, but we do need some basic details to ensure we make the most of our conversation.

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