Before using Agora, Katz Capital struggled with disorganized and inefficient fundraising processes. It used to take hours creating and organizing physical subscription documents and manual signatures.
With fundraising for their private lending product a top priority, they needed a solution to streamline these operations. At the same time, it was important for Katz Capital to strengthen their professional image and investor management methods.
The dedicated support from Agora’s customer success team has been transformative for us. Knowing that Agora is always available to address our questions or implement new features is incredibly important to us.
Agora has greatly improved our efficiency. With its comprehensive features, investors now have effortless access to all information, streamlining our processes."
Agora’s Smart Questionnaire was a great answer to our process, which was very fragmented. Before, investors had to scroll through countless pages of documents and didn’t have a clear view of our funds.