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Trusted by 600+
customers worldwide
Fundraising and onboarding
made real easy
Market your deals professionally
Empower your fundraising efforts with the essential tools to engage potential investors. Design eye-catching brochures and data rooms featuring your latest opportunities, and market them professionally to investors using our customized real estate CRM. Boost investor engagement with high-impact marketing materials.
Easily track capital raising progress
Efficiently manage every aspect of your capital raising process, from engaging investors to tracking their interest. Leverage advanced analytics to gain a comprehensive overview of your fundraising progress. Achieve your goals faster by implementing data-driven strategies that engage investors at the ideal time.
Increase investor conversions
Reach your fundraising goals faster and maximize investor conversions by delivering a seamless, user-friendly online investing experience. Our streamlined subscription process features a sleek, modern interface, ensuring investors can easily access and engage with your offerings through their Investor Portal while enhancing your professional image.
Simplify and accelerate deal closures
Provide your investors with a seamless online experience that brings every aspect of deal closure into one efficient, streamlined process. From digital subscriptions and signatures to capital contributions, everything they need is conveniently within one platform.
Effortlessly onboard investors
Ensure a smooth onboarding process by automatically welcoming new investors, as soon as they complete the necessary paperwork, with their customized Investor Portal. This not only enhances their investing experience, but it also fosters trust with your investors from the beginning.
THE ANSWER
The fundraising and investor onboarding solution
Agora replaces paper subscription packets and manual compliance checks with one flow that carries an investor from commitment to funding.
Configure each offering
Set the questionnaire and required documents for each offering, then reuse the template on the next raise.
- Subscription templates per fund
- Smart questionnaires with pre-filled data
- Family office and advisor subscriptions
- Commitments recorded against the deal
Track every subscription
See which step each investor reached and reopen an abandoned subscription in one click.
- Subscription status per investor
- Flags on investors who stopped mid-form
- Review and approval queues for your team
- Evidence stored on each investor record
Fund and activate
Investors fund by ACH or wire against their signed commitment, and each close updates the cap table.
- ACH and wire capital contributions
- Funding status tracked per investor
- Portal accounts opened automatically
- Cap table updated at each close
HOW IT WORKS
How Agora connects fundraising and investor onboarding
Four steps your team runs for every raise.
Build the template
Set the subscription questionnaire and documents once per fund.
Invite investors
Send prospects a branded deal page with the subscription built in.
Approve from one queue
Review cleared checks and countersign without leaving Agora.
Close and update
Funded commitments post to the cap table at each close.
Real people, real results
Agora has helped us the most with investor onboarding. What used to take hours now just takes minutes. Our investors can fill out an entire subscription document in just 8 to 10 minutes.
Matt Stein, CDO
Read more
How can Agora's platform help me raise capital more efficiently?
Agora’s platform streamlines the capital-raising process by providing tools to professionally market deals, track investor engagement, and automate key steps. Key benefits include:
- Customizable CRM for creating and sharing high-impact marketing materials.
- Real-time analytics to track capital raising progress and investor interest.
- A user-friendly online subscription process that enhances investor experience and boosts conversions.
By simplifying fundraising, Agora helps you reach your capital-raising goals faster. See how Agora helped Helu Capital raise 3x the equity.
What features make Agora's investor onboarding process seamless?
Agora’s investor onboarding process is designed to provide a smooth, frictionless experience for both investors and fund managers. Features include:
- Automated onboarding workflows that guide investors through paperwork and compliance checks.
- A customized Investor Portal where investors can easily access their documents and complete onboarding.
- Digital signatures and online subscription documents for faster processing.
These features ensure investors are onboarded quickly, improving their experience and building trust from the start. Read how you can accelerate onboarding with Agora.
Does Agora's platform support tracking investor interest during fundraising?
Yes, Agora’s platform includes advanced tools to help you efficiently track investor interest throughout your fundraising process. Key features include:
- Real-time analytics to monitor investor engagement with your marketing materials.
- Tools to track interactions, commitments, and capital contributions.
- Data-driven insights to help you adjust your strategy and improve conversions.
With these tools, you can stay on top of your capital-raising progress and engage investors at the right time. Learn more about Agora’s prospect management solutions here.
Can Agora customize fundraising solutions for different types of real estate investments?
Absolutely! Agora’s platform is flexible and customizable to meet the specific needs of different types of real estate investments. Whether you’re raising capital for residential, commercial, or mixed-use projects, Agora offers:
- Tailored CRM features to fit your fundraising goals.
- Customizable marketing materials and data rooms.
- Flexible onboarding and reporting tools for different investor types.
How can Agora's platform reduce the time it takes to onboard new investors?
Agora significantly reduces the time it takes to onboard new investors through its automated onboarding process. Key features include:
- Streamlined digital subscription documents and e-signature capabilities.
- Automated workflows that guide investors through each step of the process.
- A personalized Investor Portal where investors can manage their accounts and complete onboarding.
These features cut down onboarding time from hours to just minutes, enabling faster deal closures. Read how F Street accelerated investor onboarding by 10x and enhanced investor relations with Agora.