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FUNDRAISING PIPELINE
Track prospects across the funnel
Trusted by 900+
customers worldwide
Case study
“With Agora I can simply click and upload the K-1s as a collection of documents, and just like that, each person receives the correct K-1."
Lynn Glantz
Head of Investor Relations
Case study
“With Agora, we no longer have to spend time on the nitty gritty parts of our tax operations – we just send them raw data and they do it all for us.”
Rebecca Park
Associate Director of Financial Operations
Case study
“Agora has been extremely helpful in streamlining our whole back-end operations and centralizing the whole investor experience.”
Chelsea Deluca
Chief Operating Office
Case study
“The dedicated support from Agora’s customer success team has been transformative for us.”
Mike Doney
Operating Officer
Case study
“Agora streamlined our investor onboarding, what used to take hours now takes just minutes. Investors complete entire subscription docs in 8-10 minutes."
Matt Stein
Chief Development Officer
Case study
“With Agora, I’ve cut communication efforts by 50-75%. Uploading documents, K-1s, and investment statements has never been easier”
Ryan Clintworth
Principal
Case study
“Agora is more than a solution; it's a partner. It solves our operational needs securely, saves us time, and is built to grow with us for the long haul."
Nicole Warwood
Chief Financial OfficerFrom first contact to fully funded
Track your prospects and leads in one place
Replace manual spreadsheet trackers with a smarter fundraising pipeline. Track prospect interactions, soft commitments, subscriptions, and funding in one place.
Build a pipeline that mirrors how you raise capital
Create custom stages that reflect your fundraising process - from first outreach to funded capital. Prospects move through the pipeline as conversations and commitments progress.
Automatically track investor progress
Prospect stages update based on real investor actions, from setting an amount, to signing documents, or funding capital. Your pipeline stays accurate without manual spreadsheet updates.
Take action directly from the pipeline
Send follow-ups, grant data room access, or invite prospects to subscribe without switching tools. Manage outreach and move investors forward from one place.
AI-powered insights
Get AI-powered insights that highlight what needs attention and where to focus next.
Real people, real results
“With Agora, our scalability has
skyrocketed. Our investor pool has
increased by 100% and we went from
50 to over 100 investors.”
Sagi Kadosh, COO
Read more
What is a real estate fundraising pipeline and why is it important?
A fundraising pipeline helps capital markets and investor relations teams track investor conversations, commitments, and capital during a raise. Instead of relying on spreadsheets, a pipeline provides a structured system to monitor investor progress and manage follow-ups.
Key benefits include:
- Clear visibility into investor conversations and commitments
- Organized tracking of fundraising stages
- Better prioritization of investor outreach
This helps teams stay organized and maintain momentum throughout the fundraising process.
How does Agora’s fundraising pipeline differ from spreadsheets or generic CRMs?
Traditional tools like Excel or generic CRMs require manual updates and are disconnected from the actual investment process.
Agora’s fundraising pipeline connects directly to investor records and subscription workflows.
Key differences include:
- Automatic updates based on real investor actions
- Direct connection to investor CRM profiles
- Visibility into subscription progress and funded capital
This creates a single source of truth for both fundraising activity and investor data.
How do customizable pipeline stages support capital raising workflows?
Every firm manages fundraising differently. Custom pipeline stages allow teams to reflect their own capital raising process.
Common stages may include:
- Initial outreach or introduction
- Follow-up conversations
- Soft commitments
- Subscription documents sent
- Capital funded
This flexibility ensures the pipeline mirrors real investor progress instead of forcing teams into rigid sales workflows.
How does a fundraising pipeline help teams prioritize investor outreach?
Fundraising pipelines give teams visibility into investor engagement and progress throughout the raise.
Teams can quickly identify:
- Investors who need follow-ups
- Prospects close to committing
- Pending subscriptions
This makes it easier to prioritize outreach and keep fundraising momentum high.
How does replacing Excel with a fundraising pipeline improve efficiency?
Managing fundraising in spreadsheets requires constant manual updates and often results in fragmented data.
Agora replaces this process with a centralized system connected to investor workflows.
Benefits include:
- Less manual data entry
- Clear visibility into investor progress
- Quicker follow-ups and outreach
- Improved tracking of investor commitments and funded capital
This allows teams to spend less time maintaining spreadsheets and more time raising capital.