INVESTOR RELATIONS

Simplify
investor
management

Provide your investors with the complete transparency, convenience, and security needed to foster lasting partnerships. Deliver an unparalleled investing experience.

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Trusted by 600+
customers worldwide

Investor management made
simple and professional

Access all investor data instantly

Easily find documents & investor information and track communications from one platform. Simplify and automate tasks for easier investor management.

Tailor your investor CRM

Customize your investor database with a powerful CRM for complete visibility into investor details, activities, and documents.

Promote transparency with the Investor Portal

Provide a fully branded, white-label portal for investors, ensuring transparency and a personalized experience.

Distribute personalized investor reports

Leverage the custom statement and auto-generate personalized investor reports, including distribution notices and NAV statements.

Simplify your fundraising process

Save time on fundraising with prospect management, public brochures, shared data rooms, and custom online subscriptions.

Who we serve

Explore how you can work smarter, not harder with Agora's tailored investment management solution.

General Partners
general partner

Efficiently manage every aspect of your business, freeing time for growth. Reach operational excellence for the best investment management experience.

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Investor relations
investor partner

Provide your investors with the complete transparency, convenience, and security needed to foster lasting partnerships. Deliver an unparalleled investing experience.

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Finance teams
financial term

Seamlessly manage all financial aspects of your investments, from automated waterfall calculations to investor reporting. Save time and ensure financial integrity.

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Leading the market in customer satisfaction

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based on 166 reviews

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