Effortlessly generate and deliver all types of investor reports with customized templates and and automated process.
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Investor reporting,
Simplified
Generate and deliver
reports
Produce quarterly, annual, and periodical reports, distribution notices, investor statements, and more. Import CSV files and define recipient lists for faster delivery.
Automate K-1
distribution
Eliminate human errors and save time. Upload a CSV file, and Agora will automatically match and send Schedule K-1s to investors.
Customize and
personalize
Create polished templates and reports aligned with your own brand. Fully customize and personalize everything to accommodate your investors’ needs.
“My favorite feature by far is the investor reporting aspect of the software because it streamlines my reporting tasks, saving me hours and hours on reporting. The feature is constantly improving and innovating, which is always exciting to see new ways that I can provide my investors top-notch service.”
Chris Wraback
Director of Investments at AVGILeading the market in customer satisfaction
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“Our investors want info, and they want it fast. Agora has been a game-changer because it slashes my reporting tasks and lets investors access their details anytime, no call or email required. It’s like a breath of fresh air, making life easier and everyone happier!”
Nicole Warwood
CFO at Providence DevelopmentFAQ
Frequently Asked
Questions
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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.
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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.
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Can Agora generate automated 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.
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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.
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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.
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What is investor reporting software?
Investor reporting software is a a software solution used by real estate investment firms to effectively produce and send all types and investor reports to their LPs.
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