A beautiful, easy-to-use, and secure Investor Portal that gives your investors everything they may need.
Everything GPs and LPs
need in one Portal
Your investors can conveniently access the portal from any device at any time, view investment information, commit to offerings, download reports, send requests, and sign documents from within the portal.
All relevant investment documents and information are available to your investors, including property descriptions, valuations, investment insights, distributions, cash and equity ledgers, contracts and tax reports.
Make it easy for your investors to contact you. Investors can send requests directly from the portal, view conversation history, and get live updates on asset performance, recent reports, and distribution notices.
With two-factor authentication, ISO/IEC 27001 certification, and bank-level encryption, your investors know their financial information is secure.
The portal is your storefront. Make it your own by customizing it to speak your firm’s branding. from logos and color schemes to investment metrics, there’s nothing you can’t customize.
Garner investor interest for new offerings directly from the portal. Create public brochures and personalized subscription flows. Produce ready-to-sign agreements and forms to make the process as easy as possible for your investors.
Manage all investor relationships from within the platform. Get investor requests, assign investor-specific tasks to your team and keep track of investor activities like document views, email open, and click-through rates.
Enhance data security and privacy. Show investors only the information and documents relating to their own investments and deals.
“Agora simplified a lot of the data so that investors can better understand the numbers they’re looking at. We’re increasingly able to customize investor reports in ways that we haven’t been able to before.”
Mike SwillingManaging Partner at OpenPath Investments
Leading the market in customer satisfactionG2 is the largest and most trusted software marketplace
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.
An Investor Portal is necessary for real estate firms to foster and fortify relationships with their investors.
The Investor Portal provide investors with easy, secure access to information about their investments, including property portfolios, financial reports, and performance data.
An investor portal also allows investors to view and manage their investment accounts, make transactions, and communicate with the real estate firm. By providing investors with access to the Investor Portal, real estate firms promote investor confidence, streamline communication and data management, reduce the workload of administrative tasks, and ultimately raise capital faster and more efficiently.
Here are the key features commercial real estate firms should look for in an Investor Portal:
- User-friendly interface
- Access to investment information
- Security and privacy
To learn more read our article
As there are substantial differences between Investor Portal platforms in terms of features and overall quality, the pricing varies greatly.
The investor portal is often offered as part of investment management software, together with other tools and features.
This is also what Agora offers: the Investor Portal is included as part of Agora’s Real Estate Investment Management Platform together with CRM, Document Center, Fundraising Enablement Tools, and more, for a subscription fee starting from $599/month. Learn more about Agora’s pricing.
You can add as many investors, investments, and entities as you like, for free.