Private equity fundraising software

Private equity fundraising software provides all aspects of investment management. This includes:

• Fundraising and onboarding
• Deal management
• Investor relations
• Portfolio monitoring
• Financial operations
• Reporting

An effective platform should help your firm raise capital faster and operate more efficiently. Helu Capital increased its equity raise by 3x with Agora, allowing it to better support investors and free up time to close more deals and focus on performance.

Managing a private equity fund requires strategic oversight, strong investor relations, and efficient financial operations. The best software powers these processes with capabilities like:

• End-to-end fundraising management for faster capital raises and better investor tracking.
• A customizable investor CRM and portal to strengthen relationships and improve investor engagement.
• Financial automation to reduce manual work, minimize errors, and increase efficiency.
• Real-time reporting to enhance decision-making and boost stakeholder confidence.

For example, firms like Twinpeaks leverage Agora’s platform to reduce communication time by over 50% and enhance investor relations, allowing for more focus on growth and deal execution.

The best software platform enhances efficiency, strengthens investor relationships, and ensures compliance. Key features to look for include:

• Complete fundraising tools to support pipeline management and automate subscriptions to close projects faster.
• Investor engagement tools like a customizable CRM and portal for easy communication and transparency.
• Built-in compliance support for accreditation and other regulatory documentation.
• Automated financial operations to support waterfall calculations, distributions and reporting.
• The ability to adapt to various fund structures, asset types, and investor needs.

Look for a solution that supports your firm’s needs today while scaling for future growth. Read how Metonic Real Estate Solutions leverages Agora to increase investor engagement by 77% and reduce back-office work by 10x.

Private equity fundraising software protects investor and financial data with enterprise-grade security and compliance measures, including:

• Bank-grade encryption to safeguard investor and financial data.
• Access control capabilities to confirm that only authorized users can view sensitive information.
• Trusted security practices that meet industry standards, including SOC 1, SOC 2, and ISO/IEC 27001.
• Centralized and secure document management that protects investment-related files.

Yes, a complete private equity fundraising software solution supports firms of all sizes and needs. Look for:

• A cloud-based platform that allows easy access from anywhere and on any device.
• Workflow management tools that help your business grow, like automated distribution calculations, waterfall automation, and a report builder to save time and reduce errors.
• Investor management through central tools that can easily handle a growing investor base.
• The ability to support your fundraising strategy with capabilities to manage multiple active projects across the entire lifecycle from outreach to investment.
• A solution that adapts to all asset types and fund structures.

Agora makes it easy for firms of all sizes to manage investor relationships, whether you have a small investor base or a large, complex portfolio. For example, YDLP supports smaller investors, AVGI manages over $100 million in assets and July Residential oversees more than 12,000 residential units.

A complete solution helps firms work more efficiently by saving time, reducing errors, and improving investor relationships by:

• Managing investment operations in one place to easily track deals from sourcing to exit.
• Providing real-time data and reporting tools to monitor performance and make changes as needed.
• Optimizing onboarding, investor reporting, and engagement.
• Reducing manual operations in areas like waterfall calculations, distribution payments and tax reporting.

Less manual work means better efficiency. Using Agora, CAPX  achieved a 50% reduction in back-office tasks while enhancing investor satisfaction.

Yes, the right option easily integrates with your existing financial systems to support overall efficiency with integrations like:

• Accounting software to help automate reconciliations and simplify financial reporting.
• Data synchronization with your internal data warehouses to improve data accuracy.
• The ability to connect your co-sourcing fund administrators with the platform to simplify collaboration and reduce back-and-forth in fund operations.

With these integrations, your team can spend less time on admin tasks and more time on high-value investment strategies. Castle Lanterra saw this firsthand, using automation to reduce a full day’s work to just minutes.

Private equity software costs vary based on your company’s needs and the platform’s features. Agora’s comprehensive Investment Management Platform offers several options to meet your specific needs:

• Essential plan: Starting at $749/month, this plan includes core tools like Investor Portal, commercial real estate CRM, fundraising tools, Smart Questionnaire, and Report Builder.
• Professional plan: Building on the Essential plan, this choice adds advanced features like institutional-grade data room, enhanced reporting capabilities, and an expanded template library.
• Enterprise plan: In addition to everything in the Essential and Professional plans, this option includes custom integrations, data warehouse exports, and white-glove onboarding services.

Learn more about Agora’s scalable pricing options to find the right solution for your firm.