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Getting Started
Training Series
CRM
Investments
Transactions
Offerings
Documents
Investor Portal
Exports and Deletions
Settings
Getting Started
Onboarding
How to fill the onboarding template
How to connect your company email domain
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Training Series
Adding an Investment - series
How to create and edit an new investment
How to manage an investment on the Agora system
Difference between 'commitment and investments only' subscription type
Inviting Investors to the Portal - series
How to invite the investors to the portal from A-Z
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CRM
Contacts
How to add or edit payment methods / banking information
How to deactivate / reactivate / reset an investor's portal access
How to edit an investor's information
How to check if investors have activated their account
How to turn a connection into an account
How to use the advanced search feature to filter accounts
See all 11 articles
Connections
How to check what the connections can see
How to add/create a connection using an existing account
How to create a connection
How to add a connection to an account
Email Center
Email Analytics
Email Analytics - Details
Inbound Leads
How to customize the inbound lead form
Leads
How to add leads
Lists
How to create a list of investors and the difference between dynamic / static lists
Tasks
How to create a task
Signature Request
How to create a signature request
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Investments
Assets
How to delete an asset
How to add an asset to multiple entities
How to create / attach an asset to an entity
Entities
How to add a new position
How to add an investment update
How to upload a quarterly report
How to create an update on the system
How to change the status of an investment
How to add a second commitment
See all 13 articles
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Transactions
Distributions
How to settle a payment after a distribution
How to notify the investors about a distribution
How to add a personalized distribution type
How to create a distribution - allocate pro rata
How to upload a distribution import from spreadsheet
Capital Call
How to create a capital call
Contributions
How to edit a contribution
How to add a contribution after a capital call?
Miscellaneous
How to do a transfer ownership
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Offerings
Subscription Document
Subscription Document - Episode 1
Subscription Document - Episode 2
Subscription Document - Episode 3
Offerings
Offering Overview
Offerings Episode 1: Two Types of Offerings
Offerings Episode 2: Creating an Offering - Part 1
Offerings Episode 3: Creating an Offering - Part 2
Offerings Episode 4: Activating an Offering
Offerings Episode 5: Public Portfolio Visibility
See all 8 articles
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Documents
Upload document
How to upload K-1s
Two ways to upload document(s) to an investor's account
Two ways to upload documents to an entity
How to upload a document collection
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Investor Portal
Investor Portal
Investor Portal Overview
How to let investors edit their personal information
How investor can view their investments
How investors can edit personal information
How to get ready before inviting the investors
How to get familiar with the portal overview
See all 9 articles
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Exports and Deletions
Exports
How to export a distribution
How to export your basic entities information
How to export your leads information
How to export profiles' information
How to export your CRM's information
How to export an investor's investments
See all 8 articles
Deletions
How to delete a connection or a lead
How to delete an offering
How to delete an entity and/or an asset
How to delete an account or a profile
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Settings
Settings
How to change the portal terminology from equity to debt
How to add an admin
How to edit the email notifications settings
How to connect your organization's domain
How to edit my account information
How to edit the admin information
See all 8 articles
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