We are a smaller organization so must think hard before spending dollars on any software solution. However, with over 100 investors across a growing portfolio, we needed a better and more efficient means to organize and communicate with them all. Agora has been a great solution allowing me as asset manager to have complete control and oversight across the portfolio in a single online dashboard. Furthermore, many investors have commented how professional looking the interface is as well as the ease of use to access key information. We have been very pleased with Agora so far!

The ease of tracking contributions and distributions is of great importance for the Legacy team. The manner in which we are able to see these contributions and distributions makes it very easy to keep track of. While we are still new to the system, the ability to send capital calls and create offerings for raising money is of great use to our team. Finally the ability to keep all of our contacts in one place and easily send important emails out to key stakeholders is of great importance for our team.

Agora is proving to be very helpful in automating the mundane tasks of capital raising and reporting to existing investors