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INVESTOR REPORTING
Keep every investor informed
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 reporting made easy
Build branded reports in minutes
Agora's Report Builder pulls investor data into drag-and-drop templates built on formats leading firms already use. What used to take days of spreadsheet work now finishes in a few clicks, fully branded to your firm.
Auto-generate and deliver every report
Distribution notices, capital call notices, NAV statements, capital account statements, and K-1s generate automatically, each customized per investor. Drag and drop K-1s in bulk and Agora matches every return to the right investor.
Keep investors current on performance
Investors see live updates on project and fund performance, with metrics like IRR, cash-on-cash return, and equity multiple. Quarterly reports post straight to the portal, so investors always know where their money stands.
THE ANSWER
The real estate investor reporting solution
Agora replaces spreadsheets, PDF editors, and manual emails with one platform for building, sending, and tracking every investor report.
Build and brand
Create any report from drag-and-drop templates, then tailor the layout, data, and branding. Agora auto-populates each one with investor-specific figures.
- A drag-and-drop report builder
- Expert templates from leading firms
- Full white-label report branding
- Auto-populated investor-specific data
Generate and send
Distribution notices, capital calls, NAV statements, and K-1s generate automatically for every investor. Agora delivers each to the portal with a notification.
- Auto-generated distribution and capital call notices
- NAV and capital account statements
- Bulk K-1 matching and delivery
- One-click sending to every portal
Inform and update
Investors track live project and fund performance, with return metrics updated in real time. Fewer status questions reach your team.
- Live project and fund performance
- Real-time IRR and equity multiple
- Quarterly reports posted to portals
- Fewer repetitive investor status questions
HOW IT WORKS
How Agora automates investor reporting
From template to delivered statement, Agora runs your whole reporting cycle.
Pick a template
Start from an expert template or build your own layout.
Pull in data
Agora auto-populates each report with investor-specific figures from your portfolio.
Generate per investor
The platform creates a personalized report for every investor automatically.
Deliver to portals
Each report posts to the investor's portal with an instant notification.
BUILT FOR REAL ESTATE
Who uses investment management software
Investment management is not one person's job. Agora gives every stakeholder the visibility and tools their role demands across the firm.
- FUND MANAGERS
- IR Professionals
- CFOS & COOS
Reporting across every fund and LP
You run multiple funds, each with different LPs and terms. Rebuilding the same statements by hand for every investor does not scale.
- Standardize reports across every fund
- Auto-generate statements for all LPs
- Track performance in one dashboard
- Deliver updates to every investor
FUND MANAGERS
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
Read moreWhat is investor reporting in real estate investing?
Investor reporting keeps LPs updated on the performance and status of their investments. With Agora it:
- Generates branded reports and statements from expert templates
- Delivers distribution notices, NAV statements, and K-1s to each portal
- Shows live performance and return metrics to every investor
- Stores every report in one secure document center
Read our full guide to investor reporting challenges and best practices for real estate firms.
How does Agora improve the investor reporting process?
Agora removes the manual steps that stretch reporting into days by:
- Building reports from drag-and-drop templates instead of spreadsheets
- Auto-populating each report with investor-specific data
- Sending every statement to the investor portal automatically
- Matching and assigning K-1s in bulk each tax season
That turns a multi-day quarterly task into a job that takes just minutes.
What types of investor reports can Agora automate?
Agora automates the full range of reports real estate firms send investors, including:
- Distribution notices for every investor payout
- Capital call notices with pro-rata amounts
- NAV statements and capital account statements
- Annual K-1 tax documents matched per investor
- Quarterly performance reports with return metrics
Each report generates for every investor and posts straight to their portal automatically.
How does Agora keep investors informed in real time?
Agora gives investors real-time visibility into their investments and reports by:
- Posting every report to the investor portal instantly
- Updating IRR, cash-on-cash, and equity multiple in real time
- Sending live project and fund performance updates
- Notifying investors the moment a new document posts
Investors check their own data anytime, so fewer status questions reach your team.
How can Agora reduce errors in investor reporting?
Agora removes the manual, spreadsheet-based work where most reporting errors creep in by: