Turn prospects into committed investors
Learn how to eliminate friction in the onboarding process with an intuitive, guided experience that helps investors move from interest to commitment seamlessly.
Watch the webinar recording now
What was covered
Accelerate capital raising
Close deals faster by eliminating complicated onboarding processes and bottlenecks that slow down the subscription process.
Speed up investor commitments
Leverage pre-filled data, dynamic workflows, and streamlined e-signature capabilities to make the subscription process effortless for LPs while minimizing errors and revision needs.
Simplify collaboration across stakeholders
Enable RIAs, Broker Dealers, and Family Offices to work together seamlessly with bespoke workflows designed for complex investor structures.
See the Smart Questionnaire in action
Watch a live demo and explore real-world use cases showcasing how leading firms are using Smart Questionnaire to onboard investors faster and raise capital more efficiently.
About the hosts
Julia Benichou
Product Marketing Manager at Agora
Julia is a seasoned Product Marketing Manager at Agora, bringing a wealth of experience in product onboarding and customer success. Having spent two years as an onboarding expert within the company, she developed a deep understanding of both industry challenges and client needs. Now, she leverages her expertise to lead Agora’s product marketing efforts, bridging the gap between innovation and customer success.
Miles Hector
Solutions Engineer at Agora
Miles is a Solutions Engineer at Agora, working across product, engineering, and sales to deliver innovative solutions for clients. Previously, he worked at Bank of America Merrill Lynch in asset-backed securities (ABS) and derivatives, before transitioning into real estate private equity, specializing in financing and land entitlements for urban development projects in Los Angeles and Pasadena.