SOFTWARE
What you’re
getting
Premium portal
Investor communication management
Advanced visibility and access settings
Custom branding
Investor Management
Email center
Dynamic lists and filters
Software integrations
Task management
Prospects pipeline management
Streamlined investment actions
Individualized subscriptions
Data rooms & brochures
Secure storage
Auto-allocation
Template generator
Bulk upload
Automatic report generator
Excel data integration
K1 distribution and auto allocation
Branding tool
Basic and advanced structures
Accounting tools
Tax withholding and adjustments
Manage payment records
Customized metrics
ACH payments
Distribute payments
directly from the platform
ACH
Simple fee structure
Automatic bank account verification
Free
Set tiered approvals
Free
Fast ACH
Simple fee structure
Automatic payment reconciliation
Free
Bank-level security protocols
Free
Additional SERVICES
Financial administration
We know your needs don’t stop with software. Our experts are here for you.
FAQ
Frequently Asked
Questions
-
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.
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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.
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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.
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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.
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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.
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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.
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How long is the subscription period?
The subscription period is one year and renews automatically.
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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]