“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."
INVESTOR RELATIONS
Simplify
investor
management
Trusted by 700+
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 OfficerInvestor 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
General Partners
Efficiently manage every aspect of your business, freeing time for growth. Reach operational excellence for the best investment management experience.
Read moreInvestor relations
Provide your investors with the complete transparency, convenience, and security needed to foster lasting partnerships. Deliver an unparalleled investing experience.
Read moreFinance teams
Seamlessly manage all financial aspects of your investments, from automated waterfall calculations to investor reporting. Save time and ensure financial integrity.
Read more
After we started using Agora, we tripled our equity growth, enabling us to manage more deals, focus on asset management, and spend less time managing investor interactions.
Taylor Bassett, COO, Founder and Owner
Read moreLeading the market in customer satisfaction
See all reviews
4.8
