INVESTOR REPORTING
Investor reporting, simplified
Trusted by 700+
customers worldwide
Streamline investor reporting
effortlessly
Custom, personalized, and professional reports
Effortlessly create tailored, personalized, and branded reports with our customizable and user-friendly Report Builder. Efficiently utilize existing or external data to provide routine investment updates and keep investors well-informed on all aspects of their investment portfolio.
Auto-generated reports and delivery
Save time with auto-generated distribution notices, capital call notices, NAV statements, and capital account statements. Every report customized for each investor, providing full breakdowns and delivering them directly to their portal with notifications, eliminating the need for manual creation and sending.
Automatic K-1 allocation during tax season
Ensure timely reporting by simply dragging and dropping your investors' K-1s. Agora will automatically identify, match, and assign each tax return to the correct investor. Each investor will then be notified of their K-1s on their portal, ensuring timely reporting.
Effortless project and fund performance updates
Enhance communication and keep investors informed in real time about their investments' performance and key metrics like IRR, COC, and equity multiples. Provide live updates on project and fund performance, and securely send quarterly reports through the Investor Portal.
Real people, real results
Agora is a game-changer, reducing my reporting tasks and giving investors instant access to their details—no calls or emails needed. It’s made life easier for everyone."
Nicole Warwood, CFO
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Agora allows us to offer new investment opportunities and handle all our distributions seamlessly.
VP Investor Relations
What I value most about Agora's platform is its ability to seamlessly function as both a capital-raising tool and a CRM, allowing us to efficiently manage our investors.
Vice President
Agora's platform elevates our brand image among investors.
Investor Relations
4.8
How does Agora help investor reporting?
Agora helps with investor reporting by:
- Enabling you to generate and send reports and statements to your LPs automatically
- Providing flexibility by allowing you to either create the report from within the platform or upload it and send it to all your LPs with just a click
- LPs receive the report straight to their Investor Portal.
Read more about how Agora’s Report Builder can help you.
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 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.
Can Agora automatically assign and send Schedule 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.
What is investor reporting software?
Investor reporting software is a solution used by real estate investment firms to produce and send various types of reports to their limited partners (LPs). It enhances communication, transparency, and efficiency by automating report generation and distribution.
How can investor reporting software help in managing communications and feedback from real estate investors?
Investor reporting software streamlines communication by:
- Providing real-time updates: Keeps investors informed about the performance and status of their investments.
- Centralized communication: Consolidates all communication in one platform, allowing for efficient feedback and query management.
- Automated notifications: Sends automatic updates and reports, reducing the need for manual follow-ups.
Read more about how Agora’s Report Builder can help you.
What types of reports can be automated with real estate investor reporting software?
Real estate investor reporting software can automate various reports, including:
- Distribution Notices
- Capital Call Notices
- NAV Statements
- K-1 Tax Documents
- Quarterly Performance Reports
How can investor reporting software improve transparency?
Investor reporting software improves transparency by:
- Providing investors with instant access to data: Investors can access their portfolio details and reports anytime.
- Detailed reporting: Offers comprehensive and clear reports on investment performance.
- Real-time updates: Ensures investors are always informed about the latest developments.
Read more about how Agora’s reporting software helped Castle Lanterra save tens of work hours during tax season and quarterly distributions.