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Generate and deliver
produce quarterly, annual, and periodical reports, distribution notices, investor statements, and more. Import CSV files and define recipient lists for faster delivery.
Eliminate human errors and save time. Upload a CSV file, and Agora will automatically match and send Schedule K-1s to investors.
Create polished templates and reports aligned with your own brand. Fully customize and personalize everything to accommodate your investors’ needs.
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How does Agora help investor reporting?
With Agora, you can generate and send reports and statements to your LPs automatically. You can either create the report from within the platform or upload it and send it to all your LPs with just a click. Your LPs will get the report straight to their Investor Portal.
Can Agora generate distribution reports?
Yes. You can either upload a spreadsheet or input your Lps’ respective pro-rata share directly into the platform. Agora will automatically generate a PDF notice for each LP and send it to them.
Can Agora generate capital calls?
Yes. You can either upload a spreadsheet or input your Lps’ respective pro-rata share directly into the platform. Agora will automatically generate a capital call in PDF format for each LP and send it to them.
Can Agora automatically assign and send Scheudle K-1s to my LPs?
Yes. All you need to do is upload the K-1s in bulk to the software. Agora will automatically identify the K-1 by file title, allocate it to each investor and send it to them.
Can Agora generate personalized investor statements?
Yes. You can create a template of the investor statement and upload a spreadsheet onto the template. Agora will generate personalized statements for each investor, with their own respective information.