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Categories/CRM/Agora
Agora

Agora

Founded 2019

Manage real estate investments, onboard investors, distribute tax documents, and handle fund accounting

Pricing model

Paid

You can use Agora to manage real estate investments and investor relationships in one central place. The system lets you onboard new investors with guided questionnaires, collect digital signatures on subscription documents, and provide access to a secure investor portal. You can also handle real estate accounting, prepare tax packages, and distribute K-1 forms directly to individual investors with bulk document uploads. It coordinates communication between fund sponsors and limited partners while keeping investment records, financial distributions, and property performance metrics organized.

What Agora does

Upload and assign K-1 tax forms to individual investorsCreate digital subscription questionnaires for new fund offeringsTrack investor commitments and capital call paymentsSend quarterly portfolio performance updates to partnersGenerate financial reports and distribution statementsReview completed investor accreditation documentsDigital investor portal for tracking distributions and returnsAutomated K-1 and tax document distribution to individual investorsSmart questionnaires that reduce subscription document completion timeCentralized document repository for investor reporting and fund updatesReal estate bookkeeping and tax preparation workflowsCapital raising and investor onboarding tracking

Pricing breakdown

Pricing model: Paid

PlanList price
Essential (annual billing)$749 / mo, billed annually

Frequently asked

DocuSign, QuickBooks Online, Xero, AppFolio, Yardi, MRI Software, Plaid, Custom API

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Agora, real estate investment, investor portal, capital raising, K-1 distribution, fund accounting, subscription documents, investor onboarding, syndication management, real estate tax, LP portal, investor reporting, distribution management, investment tracking, real estate bookkeeping