“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."
Trusted by 700+
customers worldwide
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“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.”
Kieran Browner
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."
Matt Stein
Chief Development OfficerElevate your investor experience
with Agora
Offer easy commitments and onboarding
Provide your investors with the best service from initial commitments throughout the investor onboarding process. Ensure they have a seamless and frictionless journey, from their very first interaction through becoming fully integrated and valued investors at your firm.
Increase trust with full portfolio transparency
Your investors deserve total transparency into their entire investment portfolio. With Agora, you can provide them with full visibility into their capital allocations and distributions across all investments so they have the confidence and clarity needed to build trust in your firm.
Streamline ongoing investor management
Simplify your ongoing investor management by streamlining communications including messages, investment updates, and promotions of new offerings. Seamless communications will empower you to nurture and maintain strong investor relationships.
Automate investor reporting and payments
Save time on back-office work while providing the best investor experience by automating investor reports and payments. With Agora’s automation you will not only enhance your efficiency, but also improve your professional image and highlight your commitment to excellence.
Real people, real results
With Agora's Investor Portal, I received immediate positive feedback from investors on its professional, organized, and user-friendly interface. It transformed our business, enhancing our speed, efficiency, and presentation."
Michael K. Manzo, Managing Partner and President
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4.8
What is investor experience, and why is it important?
Investor experience refers to the entire journey an investor goes through when interacting with your firm, from their initial commitment to ongoing management of their portfolio. It’s important because:
- A positive investor experience builds trust and loyalty.
- It enhances investor satisfaction and retention.
- A streamlined, transparent process can attract new investors.
By providing an exceptional investor experience, you foster long-term relationships and strengthen your firm’s reputation. Learn more about the importance of strengthening investors relations here.
How does Agora improve the overall investor experience?
Agora enhances the investor experience by streamlining every aspect of the journey. Key features include:
- Seamless onboarding and commitments to ensure smooth integration.
- Full portfolio transparency for increased investor confidence.
- Automated reporting and payments to improve efficiency and communication.
Agora’s platform empowers you to deliver an organized, professional, and investor-friendly experience from start to finish. Read how F Street accelerated investor onboarding by 10x and enhanced investor relations with Agora.
How does Agora's platform enhance trust and transparency with investors?
Agora’s platform builds trust and transparency by providing investors with:
- Real-time visibility into their entire portfolio, including capital allocations and distributions.
- Clear, easy-to-read investment reports, automatically generated and shared.
- Direct access to updates, communication, and insights into their investments.
By offering complete transparency, Agora helps strengthen relationships and fosters greater investor confidence.
How does Agora's automation improve efficiency and professional image?
Agora’s automation tools help you save time while boosting your professional image. Key benefits include:
- Automated investor reports and payments, reducing manual back-office work.
- Consistent, timely communications that showcase reliability and professionalism.
- A streamlined platform that reflects your commitment to operational excellence.
This not only enhances investor satisfaction but also positions your firm as efficient and organized. Learn more about how Lightwater Capitals improved their professional image with Agora.