REAL ESTATE SYNDICATION SOFTWARE
Simplify
portfolio
management
and build
investor trust
Trusted by 600+
customers worldwide
5 reasons why you
should use real estate
syndication software
Real estate syndication software can be a game changer for you and your business. Here are some of the reasons our customers choose to use a software.
Enhance investor relations
Agora ensures clear communications thanks to our user-friendly Investor Portal which offers instant access to documents, updates, and reports. With the added functionality of automatic ACH distributions, Agora streamlines transactions, improving overall investor satisfaction and fostering greater engagement.
Raise capital faster
Helu Capital managed a 3X equity increase while they were using Agora. This could also be you. By streamlining the fundraising process from start to finish and widening the investor pool, you have the potential to raise capital faster using Agora.
Achieve operational efficiency
By speeding up back-office tasks and simplifying reporting with Agora’s platform, you can significantly reduce operational time and costs. Metonic experienced a 70% increase in investor engagement and 10X faster back office work while using Agora.
Secure communications
Safety and security is of the utmost importance. With a real estate syndication software like Agora you can safeguard communications between GPs and investors, keeping them secure against cyber threats. You can also rest assured that the high risks associated with email communications are addressed and prevented.
Scalability
Every business is about scalability at the end of the day. Agora facilitates portfolio expansion while still maintaining high operational standards. You don’t have to worry about a decreased quality of investor relations, fundraising, reporting, and data transparency, on the contrary. With a real estate syndication software, you can
focus on growth.
Why you should choose Agora as your
real
estate syndication software
Whether you are a real estate syndicator or an investor, Agora is tailored to meet your needs. Agora's comprehensive real estate syndication platform offers a wide range of features designed to enhance your investment experience.
Intuitive Investor Portal
A modern, intuitive, and secure portal that gives your investors the transparency
they need.
Automated distributions
Save time sending out distributions with automated waterfall calculations and personalized distribution notices.
Comprehensive fundraising tools
Streamline your fundraising process throughout the investment lifecycle, from initial marketing to contribution.
Document management system
Keep your documents organized and easily accessible. Store, sort, search and deliver agreements, forms, and reports with just a few clicks.
Integrated and customizable CRM
Manage your investors effortlessly with Agora’s fully customizable CRM. Easily access all your investor data while improving communications.
Detailed investor reporting
Effortlessly generate and deliver all types of investor reports with customized templates and automated processes.
See Agora's real estate syndication software in action
How Agora’s real estate syndication software
builds stronger investor relationships
Agora’s real estate syndication platform gives you the tools to provide the best investment experience to investors.
Transparency as a core value
Give investors 24/7 access to their investment data, reports, and project updates through a secure investor portal.
Communication is key
Send timely updates, answer questions directly within the software, and gather investor feedback easily.
Save time for what matters
Spend less time on administrative tasks and more time finding deals and nurturing investor relationships.
The result
Informed investors are more likely to reinvest or recommend your projects to others. Agora’s real estate syndication software helps you build the trust and loyalty that leads to long-term success.
How to manage your real estate portfolio
smarter with Agora’s syndication software
Agora’s real estate syndication platform gives syndicators and investment managers the powerful tools they deserve.
See the big picture
Track the performance of multiple projects in one central dashboard.
Make data-driven decisions
Use built-in analytics and reports to spot trends and optimize capital raising.
Save time on financials
Automate distributions, capital calls, and tax reporting for greater accuracy and efficiency.
Stay organized and compliant
Securely store and access all project documents in one place.
The result
With Agora’s real estate syndication software, you’ll simplify operations and have more time to focus on growing your portfolio.
Real people, real results
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 moreLeading the market in customer satisfaction
See all reviews
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
What is a real estate syndication software?
Real estate syndication software streamlines pooling funds from multiple investors to manage large or complex real estate projects. It enhances investor relations, automates administrative tasks, and improves transparency and communication.
How do you choose the right real estate syndication software?
The best real estate syndication platform will provide a holistic suite of tools. Here are the essentials:
- An Investor CRM, where investor relations managers can view all investors, manage contacts, and assign tasks.
- An Investor Portal, where investors can log in, view their portfolios, and subscribe to new deals; fundraising enablement tools like data rooms and personalized subscription flows for potential investors.
- A document management center where users can upload, sort, search and send documents.
- Reporting tools to help syndicators create customized personal reports, capital calls, and distribution notices that they can send to their investors.
What are the important security features of real estate syndication software?
Dealing with sensitive information and maintaining trust with investors requires robust security protocols from your real estate syndication platform. Here’s what you should look for:
- Full compliance with the ISO/IEC 27001 and SOC 2 standards and is secured by Amazon AWS cloud technology.
- WAF Firewall and two-factor authentication for an extra layer of security.
Periodic external audits, penetration testing, and vulnerability scans to assure system integrity. - Bank-grade (256-bit AES and TLS/LLS in transit) encryption to ensure your data, documents, and communications are secure and private.
Can real estate syndication software be customized to fit different business sizes or types?
Agora supports firms of all sizes, no matter how much equity or how many investors they manage. For example, we support firms that are just starting their first fund AND we support commercial real estate firms that have been in the business for decades.
What are the benefits of using software for the syndication process?
Dealing with sensitive information and maintaining trust with investors requires robust security protocols from your real estate syndication platform. Here’s what you should look for:
- Full compliance with the ISO/IEC 27001 and SOC 2 standards and is secured by Amazon AWS cloud technology.
- WAF Firewall and two-factor authentication for an extra layer of security.
Periodic external audits, penetration testing, and vulnerability scans to assure system integrity. - Bank-grade (256-bit AES and TLS/LLS in transit) encryption to ensure your data, documents, and communications are secure and private.
How can real estate syndication software improve financial tracking and reporting?
Real estate syndication software enhances financial tracking and reporting by automating data collection and processing, reducing manual errors, and saving time. It centralizes all financial information, making it easy to access and analyze. The software also offers customizable reporting tools that generate tailored reports based on specific criteria, providing real-time insights and ensuring accurate and compliant financial reporting.
Can real estate syndication software integrate with other financial systems?
Yes, real estate syndication software can integrate with various financial systems. This includes accounting software for streamlined financial management, CRM systems for enhanced investor management, banking platforms for automated transactions, document management systems for improved handling of documents, and analytics tools for advanced data analysis.
Why does every GP need an investment management software?
Every General Partner (GP) needs investment management software to automate administrative tasks, provide real-time investment data, and ensure regulatory compliance. The software enhances communication with investors, supporting better relationships and trust. It also facilitates scalability, managing growth and larger portfolios seamlessly.
What are the costs of a real estate syndication platform?
Costs for a real estate syndication platform typically include subscription fees, which can be monthly or annual, one-time setup fees, transaction fees for specific actions, and charges for additional services like premium features and support. These costs vary based on the size of the firm, the number of investors, and the specific features required.