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 700+
customers worldwide

Case study

“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."

Lynn Glantz
Head of Investor Relations
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 Officer

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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