Box Equities
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Iridius Capital
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PPR Management

All your documents, always
and immediately within reach

Convenience, control,
and visibility

Access all documents related to an investor, investment, or asset directly from their respective profile. Control what documents are visible to each investor with a simple toggle.

Smart bulk

Upload document collections and let Agora automatically identify, sort, and assign documents by investor name, document type, or entity.

Advanced search
and filtering

Find any document or group of documents within seconds. Filter by document type, investor profile, entity, or date.


Send and receive documents from within the platform’s secure infrastructure. Eliminate the risks involved with sending sensitive information through personal email accounts.

Leading the market in customer satisfaction

G2 is the largest and most trusted software marketplace

“Uploading K-1s in Agora is the biggest time saver during tax season. The system automatically assigns the right K-1 to each investor without me having to do any manual work.”

Chris Wraback

Director of Investments at AVGI


Frequently Asked

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  • What is commercial real estate document management software?

    Commercial real estate document management software is a solution to streamline the organization, storage, and management of documents and information related to commercial real estate operations. Specifically for investment-related document management, it provides a digital platform to efficiently handle various documents, such as investment documents, contracts, investor statements, K-1s, and more.

  • What are the benefits of document management software in commercial real estate investment management?

    Document management software provides multiple benefits for commercial real estate investment management. Some of the key benefits include:

    • Better organization: The software provides centralized and structured storage for all investment-related documents, making it easy to organize, categorize and locate them. 
    • Improved efficiency: With automated workflows and robust search capabilities, document management software significantly reduces the time spent on manual tasks such as searching for documents, uploading, and sending them to investors. 
    • Secure data management: Document management software employs robust security measures and adheres to strict security standards like ISO/IEC 2700  to safeguard confidential data from unauthorized access or breaches.
    • Seamless collaboration: The software facilitates smooth collaboration among various stakeholders involved in commercial real estate investment management and makes it easier for different team members to send documents to investors. 

    Overall, document management software optimizes the entire lifecycle of commercial real estate investment management, from fundraising to investor relations and reporting. It empowers investment managers to focus more on strategic decision-making and less on administrative tasks, ultimately improving the overall efficiency and profitability of their investment ventures.

  • How can you evaluate real estate document management software?

    Here are some key factors to consider when evaluating real estate document management software for your investment operations:

    • Functionality: Assess the software’s features and capabilities, such as document storage, organization, search and retrieval, version control, workflow automation, collaboration tools, and integration options. 
    • User interface and ease of use: Test the platform’s ease of use to see if it’s intuitive enough and requires minimal training.
    • Security: Given the sensitive nature of real estate documents, security is paramount. Evaluate the software’s security measures, such as data encryption, access controls, user authentication, and compliance with industry standards.
    • Integration Capabilities: Check if the software integrates seamlessly with other tools your real estate business uses, such as CRM, Investor Portal, reporting, and fundraising tools. 
    • Customer support and training: Evaluate the level of customer support provided by the software vendor. Consider the availability of training resources and customer service channels.
    • Automation: Automation saves time and is one of the most important benefits of document management software. Test the automation features to see how you can save time by automating manual actions like uploading document collections and sending documents with one click to a large number of investors. 

    By carefully evaluating these factors, you can make an informed decision and choose a real estate document management software that best suits your needs, improves efficiency, and enhances your overall document management process.

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