A Plan for Every Business

Simple, transparent pricing.

Try our features and pay when you’re ready to go live.

Professional

Get a custom-tailored plan to suit your Investment Firm's needs

  • Custom pricing
  • Unlimited Users
  • Unlimited Storage
  • Unlimited Projects
 
Beginner
Professional
Core
 
Users
Unlimited
Unlimited
Storage
Unlimited
Unlimited
Projects
Limited
Unlimited
Customer Success
 
Email, in-app and on-demand support
Continuous training
Dedicated onboarding
Office hours
Success manager
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Security & Compliance
 
End-to-end data encryption
ISO 27001 Certified
Continuous penetration testing
Multi-factor authentication
Investor Portal
 
Account overview
Document sharing
Automated K-1 sharing
Multiple profiles management
Transaction descriptions
Investor requests
Activity logs
Custom portal and layout
Advanced access for 3rd parties
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Detailed performance reporting
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CRM
 
Investor management
Leads management
Interactions log
Tasks manager
Advanced queries
Customized emails
Inbound leads
Email integration
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Custom fields
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Automatic tasks & triggers
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Fundraising Automation
 
Prospect management
Online subscription process
Customizable data rooms
Full e-Signatures integration
Limited
Unlimited
Soft commitments
Investor kits
Co-sponsor management
Reporting
 
Automatic branded reports
Personalized investment summaries
Capital call and distribution notices
Fully Customized Statements Builder
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Agents, Brokers Reporting
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Investment Management
 
Basic Investments Structures
Transfers Of Ownership
Performance Metrics
Waterfall Automation
Document Management
Classes Management
Advanced Investment Structures
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Multiple Currencies
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Get started with Agora

Your investment operation, streamlined.

Request a demo of Agora today.