Case Study: Box Equities Improves Investor Relations with Agora Real Estate

Modernizing Box's Investor Management System With Full-cycle Capacity Tailored for the Real Estate Business

Box Equities, a New York-based real estate investment firm, needed to replace a fragmented mix of tools like Excel, Outlook, and OneDrive that made investor management slow, manual, and prone to error. As the company closed more deals and added investors, it wanted a more comprehensive investor management platform with a professional, centralized portal. Agora Real Estate provided the investor management software Box was looking for.

With Agora Real Estate’s customizable platform, Box Equities automated sensitive investor workflows such as fundraising data rooms, reports, investor distributions, and Schedule K1 creation. The result was major time and cost savings: tasks that once took four to five hours were completed in about two minutes, helping Box reduce staffing needs, improve investor communications, and scale more efficiently while delivering a branded, institutional investor experience.

Box Equities

Mac Dabah

Managing Director and Co-Founder