“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."
INVESTMENT MANAGEMENT
Run your funds with confidence
Trusted by 1400+
customers worldwide
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 OfficerInvestment management made easy
Raise capital without the manual work
Market deals, onboard investors, and collect commitments through one fundraising flow built for real estate. Your raise moves forward without the email back and forth that used to stall every close.
Manage every active investment in one place
Track your whole portfolio, automate waterfall calculations, run capital calls, and record every transaction from one system. The back-office math that used to eat hours now runs on its own.
Keep investors informed with one click
Generate distribution notices, capital account statements, and performance reports, then send them to every investor at once. Investors see their numbers in real time, so status questions stop filling your inbox.
THE ANSWER
The real estate investment management solution
Agora replaces the spreadsheets, storage drives, and email chains with one platform for fundraising, operations, and reporting.
Raise and track capital
Market deals and collect commitments through fundraising tools built for real estate. Agora tracks every dollar as your raise progresses.
- Deal marketing and data rooms
- Digital subscriptions and e-sign
- Investor accreditation and KYC/AML
- Live fundraising pipeline tracking
Run active investments
Automate the complex math behind every fund and record each transaction in one place. Agora keeps your portfolio operations accurate and current.
- Automated waterfall distribution calculations
- Capital calls and notices
- Real-time cap table management
- Complete transaction and ledger tracking
Report and update
Build investor reports and statements, then deliver them to the portal in a click. Agora gives every investor real-time visibility into performance.
- Customizable investor report templates
- Distribution notices and statements
- Real-time investor performance dashboards
- One-click delivery to the portal
HOW IT WORKS
How Agora runs investment management
One platform takes you from your first raise to investor payouts.
Raise your capital
Market deals and collect investor commitments through one fundraising flow.
Onboard your investors
Investors subscribe, verify, and fund through a guided digital flow.
Manage active investments
Track the portfolio, automate waterfalls, and run capital calls.
Report and pay
Send reports, post statements, and pay investors from one place.
BUILT FOR REAL ESTATE
Who uses investment management software
Investment management is not one person's job. Agora gives every stakeholder the visibility and tools their role demands across the firm.
- FUND MANAGERS
- IR Professionals
- CFOS & COOS
Running many funds without the chaos
You oversee multiple funds and dozens of LPs, each on different terms. Fundraising, operations, and reporting sit in tools that never connect.
- Run every fund from one platform
- Standardize operations across all funds
- rack the whole portfolio in dashboards
- Manage every investor in one CRM
FUND MANAGERS
Real people, real results
Having a one-stop shop with Agora to manage data, send out distributions, and raise capital is a game-changer! It saves us heaps of time and boosts our accuracy."
Nicole Warwood, CFO
Read more
What is investment management software in real estate?
Investment management software is the system a firm uses to run fundraising, operations, and reporting. With Agora it:
- Raises capital through built-in fundraising tools
- Automates waterfall calculations, capital calls, and distributions
- Tracks every transaction and the full cap table
- Delivers investor reports and statements to the portal
Learn how the right platform changes day to day operations in Agora’s investment management guide.
How does Agora improve your investment management process?
Agora replaces the disconnected tools your team works in today by:
- Bringing fundraising, operations, and reporting into one platform
- Automating the distribution and capital call math
- Giving investors real-time access through the investor portal
- Cutting the manual back-office work that slows your team
Read why real estate firms rely on dedicated investment management software to operate at scale.
What types of funds and deals can Agora support?
Agora supports the full range of real estate investment structures, including:
- Syndications with deal-by-deal investor onboarding and tracking
- Open-ended funds with ongoing subscriptions and redemptions
- Closed-end funds with fixed terms and capital calls
- Debt funds with interest and principal tracking
- Multi-tier waterfalls with custom distribution splits
Each structure runs with its own terms, cap table, and reporting inside one platform.
How does Agora give investors visibility into their investments?
Agora gives every investor a real-time view of their portfolio by:
- Posting performance, balances, and distributions to the portal
- Publishing reports and statements the moment they are ready
- Showing live metrics on a single dashboard
- Keeping every document in one searchable place
That transparency builds investor trust and cuts the status questions that reach your team daily.
How can Agora reduce errors in investment management?
Agora removes the manual steps where costly back-office errors creep in by:
- Automating waterfall distribution math instead of building fragile spreadsheets by hand
- Generating capital calls, notices, and statements from one shared record
- Pulling investor reports from live portfolio data instead of manual entry
- Keeping every transaction in one audit-ready ledger your team can trust