Investor onboarding: Save completed subscription fields directly to the CRM

You can now save everything from your investors’ subscription questionnaires into the CRM—including checkboxes, default Agora fields, and custom fields.

New responses are automatically stored and matched to the correct investor profile, so you can reuse them in future documents. That means less manual work, smoother onboarding, and a faster experience for both you and your investors.

CRM: Send personalized emails with real-time investment data

We’ve made it easier than ever to communicate with your investors.

You can now send data-driven, personalized emails directly to any contact, profile, or position in your CRM. Dynamic fields let you auto-fill real-time investment info—like distribution amounts, entity names, or equity balances—and attach documents like quarterly reports or notices in just a few clicks.

There’s no need to enter data manually or switch between tools; just timely, professional emails that feel personal and get the right message to the right people, whether it’s a distribution update or a quarterly statement.

More June improvements

Publish transactions permissions

You can now restrict or grant publishing access for distributions to specific team members. This gives your team greater control and helps ensure only the right people are managing sensitive workflows.

New Calculation Hub UI

We’ve updated the interface of the Calculation Hub to give you clearer visibility into formulas and logic, so it’s easier to understand how your waterfall results are calculated.

Explore more from our recent release:

1031 exchanges: execute seamless capital rollovers 

Transferring investor capital between properties just got a whole lot easier. Agora now supports fully-automated 1031 exchanges, with no manual calculations or double entry required.

Quickly roll capital from one investment to another, apply bulk transfers by class, and maintain detailed records of every transaction. This feature is a game changer for streamlining entity liquidations and reinvestments.

Custom Investor Portal: Tailor your portal’s financial terminology (Pro)

Every firm speaks a little differently. Now, Pro users can tailor the labels and language on the investor portal to match internal or LP-facing conventions.

Swap out “commitment amount” for “investment amount,” or rename terms to better align with your communication style. It’s a small tweak that makes a big difference in clarity and professionalism.

Available for Pro users.

Have questions or want a walkthrough of any new features? Reach out to your CSM. 

Not using Agora yet? Book a demo now.