Investor portals & syndication
Agora
Agora is a real estate investment management platform for sponsors, GPs, and owner-operators. It brings fundraising, investor relations, back-office operations, and reporting into one system, replacing the usual mix of spreadsheets, shared drives, and email threads.
On the raise side, the platform handles deal marketing, data rooms, digital subscription documents and e-sign, investor accreditation with KYC and AML checks, and live pipeline tracking. Once money is in, it maintains live cap tables per entity, calculates waterfall distributions, runs capital calls and payments, and generates distribution notices, capital account statements, and performance reports that investors also see in their own portal.
Agora supports deal-by-deal syndications, closed-end and open-end funds, debt funds, TICs, parallel funds, and fund-of-funds, each with its own terms, ledger, and investor records. The company also sells bookkeeping and tax services delivered inside the platform by real estate CPAs and bookkeepers, covering reconciliation, financial statement review, and K-1 and return tracking.
By 2025 the company reported over 1,000 customers, more than 150,000 investors, and assets under management above $300 billion on the platform, following a $34 million Series B and expansion into Australia. Subscription pricing is quoted rather than published, so plan scope and whether accounting services are bundled need to be confirmed on a call.
Best for
Sponsors and fund managers raising from outside investors who have outgrown spreadsheet cap tables and manual distribution math, particularly those who also want bookkeeping and K-1 work handled in the same system.
What they do
- Investor portal
- Fundraising, deal marketing, and data rooms
- Digital subscription documents and e-sign
- Investor accreditation with KYC and AML checks
- Live cap table management
- Automated waterfall distribution calculations
- Capital calls, distributions, and payments
- Fund administration across multiple entity structures
- Real estate bookkeeping, tax prep, and K-1 delivery
Details
| Attribute | Value |
|---|---|
| Team size | 51-200 employees |
What stands out
- By 2025 the platform supported more than $300 billion in assets under management and over 150,000 investors across more than 1,000 customers.
- Raised a $34 million Series B and entered the Australian market during its expansion.
- Recognized in G2's 2025 Best Software Awards for Fastest Growing and Best Real Estate Software.
- Handles deal-by-deal syndications, closed-end and open-end funds, debt funds, TICs, and parallel funds in one system.
- Bookkeeping and tax work is delivered by real estate CPAs and bookkeepers working inside the platform.