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INVESTOR RELATIONS
Answer investors on the spot
Trusted by 1400+
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 OfficerInvestor relations built on one record
See one investor's full position at once
Open a single investor in Agora and read what they hold across every fund alongside what they have been paid. The answer is on screen before the call ends.
Log every conversation on the investor record
Send an email or log a call and Agora attaches it to that investor's record, so the promise you made last quarter is still visible this quarter. Whoever handles the relationship next reads the same history you do.
Find the document while you are still talking
Agora files each subscription agreement and K-1 on the same record as the investor who signed or received it. You resend the right one yourself rather than routing the request to accounting.
THE ANSWER
The real estate investor relations solution
Agora replaces the shared inbox and the contact spreadsheet with one record per investor.
Segment your investors
Tag investors by fund or commitment size and send updates to the right group.
- Investor tags and segments
- Holdings across every fund and deal
- Updates sent to any segment
- Custom fields for investor details
Share one view across teams
IR and fund administration read the same investor history, so coverage never depends on one inbox.
- Report opens tracked per investor
- Full communication history per investor
- Role-based permissions on records
- Shared visibility across your team
Let investors self-serve
Investors pull statements and tax forms from the portal, so fewer requests reach your team.
- Signed agreements and K-1s on file
- One-click resend of any statement
- Self-serve document access in the portal
- A full audit trail of what was sent
HOW IT WORKS
How Agora organizes investor relations
From the first import to the answered request, every investor sits on one record.
Import your investors
Agora builds one record for each investor you already have.
Connect the holdings
Each record shows what that investor owns across every fund.
Segment and update
Tag investors and send updates to each group from their records.
Hand off coverage
Anyone on the team picks up a relationship with the full history in view.
BUILT FOR REAL ESTATE
Who uses investor relations software
Investor relations touches every role that speaks to capital. Agora gives each of them the same record and the same answer.
- FUND MANAGERS
- IR PROFESSIONALS
- CFOs & COOs
Speaking to LPs with the numbers ready
- Open any LP record instantly
- See holdings across all your funds
- Read the full relationship history
- Reply with figures, not estimates
FUND MANAGERS
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 more
What is investor relations in real estate investing?
Investor relations is how a firm keeps its investors informed and served. With Agora it:
- Holds one record per investor across every fund
- Logs every call and email against that record
- Serves documents through a branded investor portal
- Sends statements and notices with investor reporting
Read Agora’s guide to investor relations best practices for real estate firms.
How does Agora improve your investor relations work?
Agora takes the lookup work out of every investor conversation by:
- Opening one record that holds their full position
- Attaching signed agreements and K-1s to the investor file
- Tracking every call and email in the investor CRM
- Answering the request without asking a colleague first
See how leading firms structure their cadence in Agora’s investor communication guide.
What types of investor requests can Agora handle?
Agora covers the requests an investor relations team fields every week, including:
- Balance and position questions across every fund they hold
- Copies of signed subscription agreements and side letters
- Annual K-1s and other tax documents
- Distribution notices and payment timing questions
- Capital call amounts and due dates per investor
Each answer comes from the same investor record your whole team works from.
How does Agora give your team investor visibility?
Agora shows your whole team the same investor picture by:
- Keeping the communication history on the record, not in an inbox
- Showing which investors opened each report you sent
- Tagging investors by fund or by commitment size
- Sharing one view across IR and fund administration
Anyone covering the relationship next week reads exactly the same history you would.
How can Agora reduce your investor response time?
Agora removes the internal back and forth that delays almost every investor answer by:
- Putting holdings and conversation history on one investor record
- Letting investors pull their own statements straight from the portal
- Resending any document yourself instead of routing the request to accounting
- Cutting the wait between an investor question and the reply they get