Trusted by 600+
customers worldwide
Discover the best investor experience
Everything your investors
need in one portal
Easy investing
Ensure a simple and frictionless investing experience with customized online subscriptions and a sleek, modern user interface. With streamlined online subscriptions, investors can effortlessly subscribe to new offerings directly through the portal, enhancing your professional image and increasing investor conversion.
Complete portfolio transparency
Empower your investors with instant access to their entire portfolio through our modern, intuitive interface, offering the transparency they deserve. Reduce unnecessary inquiries by providing detailed visibility into all their investment details and reports.
Instant access to reports and documents
Provide your investors with instant access to all investment and tax documents, such as distribution notices, K-1s, and subscription agreements. Easily send updates with new reports to ensure they are always informed.
Better communications with investors
Streamline investor communications with live updates on project and fund performance. Investors can effortlessly send requests, access information about new offerings, view recent reports, and securely receive statements and tax documents directly from the portal.
Security and privacy
Promote trust in your firm with the most professional and secure portal in the market. Your investors can rest assured knowing their financial information is secure with two-factor authentication, ISO/IEC 27001 certification, full compliance with SOC 2 standards, and bank-level encryption.
Real people, real results
With Agora's Investor Portal, I received immediate positive feedback from investors on its professional, organized, and user-friendly interface. It transformed our business, enhancing our speed, efficiency, and presentation."
Michael K. Manzo, Managing Partner and President
Read moreLeading the market in customer satisfaction
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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 real estate Investor Portal software?
A real estate investor portal is a software or online platform that allows real estate investors to manage their investments, access information about investment opportunities, and make new commitments.
Why do commercial real estate firms and GPs need Investor Portal software?
Investor Portal software is crucial for managing investor relationships and enhancing operational efficiency. Key benefits include:
- Secure access: Easy and secure access to investment details, including portfolios and performance data.
- Account management: Investors can manage accounts and make transactions directly.
- Enhanced communication: Streamlines communication with real-time updates.
- Operational efficiency: Reduces administrative workload through automation, improving transparency.
- Faster fundraising: Centralizes investor engagement, speeding up capital raising.
For more insights, read our blog on Investment Management Software and why you need it.
What features are the most important features for real estate investor portal software?
Here are the key features commercial real estate firms should look for in an Investor Portal:
- User-friendly interface
- Access to investment information
- Communication
- Customization
- Security and privacy
To learn more read our article about the most important features of an investor portal.
What are the costs of real estate Investor Portal software?
Pricing for real estate Investor Portal software varies significantly based on features and quality.
Agora’s Investor Portal is included in its Real Estate Investment Management Platform, which features CRM, Document Center, Fundraising Tools, and more, with subscription fees starting at $749/month.
Learn more about Agora’s pricing.
Is there a limit on the number of investors or investments I can manage with the Investor Portal?
Nope. You can add as many investors, investments, and entities as you like,
for free.
How can an Investor Portal improve investor engagement?
An Investor Portal can significantly enhance investor engagement by providing a seamless and interactive experience. Key benefits include:
- Real-time updates: Investors receive live updates on project and fund performance, keeping them informed and engaged.
- Easy access to data: Instant access to portfolios, reports, and investment opportunities fosters greater involvement.
- Enhanced communication: Streamlined communication channels allow investors to easily send requests and receive timely responses.
Learn more about how Agora’s Investor Portal enabled Lightwater Capital and Olive Tree Management to optimize their investor communications.
What kind of reports can investors access through the portal?
Investors can access a wide range of reports and documents through the portal, including:
- Investment reports
- Tax documents such as K-1s
- Distribution notices
- Subscription agreements
Can Agora's Investor Portal be customized to match my brand?
Of course! Agora’s Investor Portal can be fully customized to match
your brand with:
- White-labeling: Customize the portal with your company’s logo, colors, and branding.
- Tailored user interface: Adjust the layout and features to fit your specific needs.
- Personalized communication: Customize communication templates and automated messages.
How does Agora ensure the privacy and security of investor data?
Agora ensures the privacy and security of investor data through:
- Two-factor authentication
- ISO/IEC 27001 certification
- SOC 2 compliance
- Bank-level encryption
To learn more about Agora’s security and privacy features, read here.