Real estate investment dashboard
Streamline portfolio management, maximize investor conversions
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customers worldwide
5 reasons why you need a real estate investment dashboard
A real estate investment dashboard helps you track fundraising, engage investors, and measure capital activity all in one place. A complete solution enhances efficiency and keeps everything organized as your portfolio grows. Here are five ways it can benefit your firm.
Gain real-time insights
Easily access information on every aspect of investment management, from fundraising status and investor engagement to outcomes across multiple properties. Monitor investor commitments to secure capital faster and refine strategies for underperforming assets.
Enhance investor relations and transparency
Give investors on-demand access to key metrics like IRR, cash flow, and distribution updates. A centralized dashboard keeps investors updated, reduces manual processes, and strengthens transparency.
Automate financial reporting and compliance
Quickly generate distribution notices and capital account statements in real-time. Keep detailed records of all transactions and integrate with accounting software to streamline audits and tax reporting.
Optimize fundraising efforts and maximize commitments
high-value prospects. Monitor conversions, automate follow-ups, and personalize outreach to strengthen investor relationships and secure funding.
Centralize deal flow and asset tracking
Consolidate investment pipeline and asset tracking with a live dashboard that shows projects, deal statuses, and financial metrics all in one place. Monitor progress, identify bottlenecks, and analyze asset returns to make data-driven investment decisions.
Why choose Agora as your real estate investment dashboard
Agora’s comprehensive solution simplifies portfolio management and investor relations. Built for growth, the platform easily adapts to different investment strategies as firms expand.
Powerful real estate portfolio management
Agora’s dashboard provides immediate visibility into outcomes, asset status, cash flow trends, and project valuations. Customizable data snapshots give firms instant intelligence, eliminating static reports and improving decision-making.
Secure investor communication and reporting
Firms can leverage Agora’s integrated Investor Portal and CRM to communicate securely with investors. This helps protect data and automatically records interactions. Investors can easily see return metrics, distribution schedules, and investment updates, reducing the need for manual inquiries.
Automated distributions and compliance
Agora’s Waterfall Tool automates distribution calculations so that firms can give investors immediate visibility into balances and payment schedules. Built-in tax reporting and secure document management supports compliance while also reducing manual errors.
Provide accurate performance metrics
Agora’s real estate dashboard offers investors a detailed analysis of real estate operations and financial data like IRR, operating income, and equity multiples. This transparency helps build investor trust and confidence.
Seamless document management and e-signatures
Firms can leverage Agora’s Smart Questionnaire, digital subscriptions, and centralized document management to remove friction from onboarding. This makes investing simpler, faster, and more organized for both firms and investors.
Scalable and customizable for growth
Agora’s flexible investment management solution supports firms of any size. As you add investors and adapt investment strategies, property types, or fund structures, Agora provides the tools to simplify complexity and support growth.
See Agora’s real estate investment dashboard
in action
Advantages of using a real estate investment dashboard
Enhance investor communication and trust
Giving investors instant access to their investment status and financial data builds confidence and strengthens relationships.
Improve financial visibility and decision making
Seeing comprehensive metrics on projects and investment trends empowers firms to make strategic decisions.
Streamline operations and reduce manual work
Automating reporting reduces the burden on operational teams, allowing them to focus on other initiatives.
The result
Agora’s comprehensive solution helps firms gain immediate visibility into investment outcomes while also enriching the investor experience.
Key features to look for in a real estate investment dashboard
Secure investor portal
Provide investors with results data to track returns, stay updated on distributions, and make data-driven decisions about exit strategy and future investments.
Automated financing reporting
Reduce back-office operational burden with automated reporting that gives investors a comprehensive view of fund trends, capital allocations, and historical outcomes.
Cash flow and distributions management
Manage and track investor-related cash flows like capital contributions, capital calls, and waterfall distributions.
Integrations with accounting systems
Merge operational, financial, and property management data to gain a comprehensive view of cash flow, asset health, and expense tracking.
The result
Agora’s comprehensive platform gives firms a centralized view of key metrics, helping to strengthen investor relations, automate operations, and support portfolio decision-making.
Real people, real results
After we started using Agora, we tripled our equity growth, enabling us to manage more deals, focus on asset management, and spend less time managing investor interactions."
Nicole Warwood, COO, Founder and Owner
Helu Capital raises 3X more equity with Agora’s intuitive platform and personalized serviceLeading the market in customer satisfaction
See all reviews
Agora allows us to offer new investment opportunities and handle all our distributions seamlessly.
VP Investor Relations
What I value most about Agora's platform is its ability to seamlessly function as both a capital-raising tool and a CRM, allowing us to efficiently manage our investors.
Vice President
Agora's platform elevates our brand image among investors.
Investor Relations
4.8
What is a real estate investment dashboard?
A real estate dashboard for investment firms centralizes all investment lifecycle metrics like:
- Fundraising and onboarding
- Deal management
- Investor relations
- Portfolio monitoring
- Financial operations
- Reporting
The right software gives your firm’s real estate professionals the tools they need to raise capital faster and operate more efficiently. Twin Peaks reduced communication efforts by 50-70% using Agora’s complete platform to reduce manual processes.
How does a real estate investment dashboard improve investor relations?
Giving investors instant access to valuable insights about their investment results increases trust and confidence. A dashboard can provide current information like:
- Integrated performance data like rental income and net revenue in one place.
- Investment return status and distribution updates.
- K-1s and tax reporting information.
Look for capability to give investors a single, accessible source for performance updates and financial documents, enabling transparency and self-service. Metonic saw a 70% increase in investor engagement after adopting Agora’s centralized portal for investment reporting.
Can a real estate investment dashboard track cash flow and distributions?
Yes, the best software choice provides centralized reporting for managing and tracking investor cash flows, including:
- Investor commitment funding status.
- Asset effectiveness and investment metrics like IRR and cash-on-cash returns.
- Automated waterfall distribution calculations and payout status.
An effective platform should help your firm streamline back-office processes, reduce manual reporting, and free up resources to focus on strategic priorities. CAPX saw a 50% drop in operational workload by automating investor statements and reports with Agora.
How can a real estate investment dashboard improve portfolio performance?
A dashboard helps improve portfolio performance with a centralized view of critical metrics and provides firms with actionable insights like:
- Comparative analysis of asset strength across the portfolio.
- Portfolio-level metrics such as total IRR and equity multiples.
- Historical trends for forecasting and strategic planning.
Choose software that allows you to customize your dashboard to track the KPIs that matter most to your business. Agora works with firms like Box Equities to simplify operations and access relevant financial metrics in a single location.
What security measures ensure investor data protection?
A real estate dashboard should protect sensitive data with built-in security features like:
- Two-factor authentication for account access.
- Bank-level encryption of investor’s data.
- Security certifications, including ISO/IEC 27001 and SOC 1 compliance.
- Automatic backups to support data availability and recovery.
Security shouldn’t be an afterthought. Choosing a solution for its operational benefits matters, but it must also keep investor data safe and access secure. YDLP gained efficiencies while also enhancing data security with Agora, reducing the risk of unauthorized access so sensitive investor information stays protected.
Can a real estate investment dashboard integrate with accounting software?
Yes, the right real estate dashboard integrates with accounting software to enhance overall financial processes and investor reporting. Capabilities should include:
- Out-of-the-box integration with accounting tools like QuickBooks and Sage.
- API offerings to support customized solutions.
- Support to pull in property management software data.
To achieve the benefits of centralized data, look for dashboards that integrate with your existing technology. Incorporating data from third-party systems increases efficiency for accounting staff and property managers.
Is Agora’s dashboard suitable for both individual investors and large firms?
Agora’s flexible platform supports firms of all sizes, fund types, and asset classes, including:
- Open-end funds
- Closed-end funds
- Syndications
- Debt funds
- Private equity funds
- All asset classes
- Development projects
Firms of all types, from Providence Development to crowdfunding firms like Equity Multiple, rely on Agora to simplify operations and enhance investor relations.
What are the costs of using a real estate investment dashboard?
The costs of a dashboard to support your investor and real estate operations vary depending on your specific needs. Agora’s Investment Management Platform includes several flexible options to support firms of all sizes. Plans include:
- Essential: This plan starts at $749/month and includes core tools like Investor Portal, commercial real estate CRM, fundraising tools, Smart Questionnaire, and Report Builder.
- Professional: In addition to all the capabilities of the Essential plan, this choice adds advanced features like data rooms, enhanced reporting capabilities, and an expanded template library.
- Enterprise: This plan includes everything in Essential and Professional, along with custom integrations, data warehouse exports, and white-glove onboarding services.
Learn more about Agora’s flexible pricing plans to find the right solution for your firm.