agora

“The support didn’t stop there; a dedicated customer success manager remains at our disposal 24/7, ensuring I have the help I need to succeed.”

“We had our own onboarding specialist who made sure our data was transferred seamlessly within a week. Compared to our previous onboarding experiences, it was a breath of fresh air.”

“We saw in Agora not just a software, but a partner that understood our pain points and was ready to address them. The comprehensive features, from the advanced CRM and fundraising enablement, to tax and bookkeeping services, promised a new level of efficiency and simplicity.”

““Whenever I have questions, I receive clear instructions almost immediately. My customer success manager offers written explanations, video guides, or jumps on calls to help me succeed.””

““In terms of actual onboarding, Agora’s implementation process was a lot easier and smoother than my previous onboarding experiences.””

““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. Then I send the email, and it’s done. It’s just super, super, easy.””

““When we recapitalized one of our investments and went from a single institutional partner to having 50 or 60 individual investors, we needed a better way to organize everything in one place as opposed to dozens of files in different locations. With Agora, all investments and investors are immediately visible on the dashboard. Instead of bouncing around between files and platforms, we can log into one system and find all of the relevant information.””

““Instead of digging through spreadsheets and calculating distributions and returns for investors, we can simply input the data into the system and update it, refreshing it in real time and providing investors with better transparency.””

““The CRM feature is really helpful as we have well over 100 individual investors. Having all the information and data organized has enabled us to expand our conversations with different groups such as lenders, equity funds, capital markets, and advisors, providing a real source for different deals or capital in the future.””

““[I was looking for something] to make my life easier and more efficient as well as look more professional in the eyes of investors, capital providers, and partners…and that’s how I found Agora””

“For us, since we’re an open-end fund, the ‘Offerings’ tab is great. So if you (as an investor) want to make a new investment, you just click, and we get an email. Everything is much more efficient than it was before, which was time-consuming for us and the investors.”

“We had to do every investor statement for over 200 investors by hand, one by one, and put all the transactions in there. And you can have more errors if you do it manually. Now, we just go into the portal and send the investor statements through there. One thing that I really like, and we’re all really happy with, is when we upload the investor statements, Agora automatically matches them with the investor by name. It saves so much time. Overall, the process is more accurate, and we save 50%-60% percent of our time by using Agora.”

“Our investors are very happy with the portal. Instead of having to call us with questions, they can just jump in the portal and see all the information there.”

““From the outset, I was very impressed with the flexibility that Agora offered. If I asked for something, it was never ‘we can’t do that’. The answer was always ‘Let me see what we can do’. And for me, that’s what sold me on Agora: there was someone who would listen to our challenges and figure out how to solve them, versus “our system isn’t capable of doing that’.””

““Our structure is kind of unique. We have individual projects with individual investor groups, but we would like to move to more of a fund model, and Agora immediately solved that challenge because it had the capability of doing that right out of the gate.””

““We have around sixteen entities with all separate K-1s, and you know that’s very time-sensitive for investors. They need it right away.  So what took me previously four days now takes one hour with Agora. The K-1 document distribution to investors is fully automated and secure, saving me significant time and ensuring investors can submit their K-1s on time. It’s a win-win for everyone.””

““When investors need something, they need it right away, and that’s where the platform helps a ton for us. It takes a lot off my plate in terms of investor reporting, and giving investors access to their investments without having to contact me.””

““I never felt the customer service was adequate for my needs to navigate the system confidently, especially considering the amount of money we were spending.””

““Every project with a unique structure posed a challenge due to the system’s lack of customization options, forcing us to rely on too many workarounds. The system we had before Agora was good, but it wasn’t great. It just wasn’t flexible enough for our needs, as there was no way to build individual structures for each project.””

““it would be impossible to get to that point without Agora.””

““Clients were happy that the platform looked nice and that it’s secure; emails are notoriously unsecure.””

““I know the distribution announcements will go out accurately and more professionally looking than an email, and also importantly the notices will stay on the portal so if a person misses it or needs to go back and find it, they will be able to find it.””

““Every request we had was dealt with very quickly……in minutes it would be solved…it’s how a company deals with it that shows how good it is.””

““They (Agora) are not just service providers. They are actually walking with you, they care about your success. They care about your specific needs. It is not just about selling the product but ensuring it is a perfect fit for your needs. And if it is not, they will ensure it will be.””

“As of May 31st, using Agora we had 80% of K-1s/1099s delivered to our investors compared to 50% with our old tax preparer.”