Inside Agora

How Connections Build Trust Between Managers and Allocators on Agora

Nov 6, 2022

How Connections Build Trust Between Managers and Allocators on Agora image

In the alternative investment marketplace, trust begins with access. On Agora, that access is created through a simple but important process: the connection request. Whether you’re an allocator researching new opportunities or a manager seeking to build professional visibility, connections are the foundation of meaningful engagement.

Why Connections Matter in a Marketplace

Unlike public-facing websites, Agora is built on reverse solicitation, which means allocators must request access to a fund before they can view marketing materials, documents, or updates. This ensures that both sides are engaging intentionally and in a controlled, compliant environment.

For allocators, a connection request is the first step toward evaluating whether a fund aligns with their research interests. For managers, it represents an opportunity to shape first impressions with potential partners.

The Allocator Perspective

  • Simple Access to Information: By clicking the “Connect” button on a fund profile, allocators can request permission to view a manager’s documents and news feed.

  • Streamlined Monitoring: With the “My Connections” filter in Fund Search, allocators can easily track which funds have granted access and which requests are still pending.

  • Professional Transparency: Receiving access provides a clear, structured way to review a manager’s materials in one place, ensuring the due diligence process is more organized.

The Manager Perspective

  • Every Request Is a Branding Moment: Responding promptly and professionally to connection requests helps demonstrate attentiveness and credibility.

  • First Impressions Count: Once access is granted, allocators receive an email invitation back to the fund’s profile. A well-maintained profile, with up-to-date documents and regular updates, may help allocators better understand the fund’s positioning.

  • Staying Visible: Allocators track connections over time. Managers who keep their materials current ensure that their presence on Agora reflects the most accurate view of their firm.

Key TakeawayConnect

On Agora, connections are more than clicks — they represent the start of professional dialogue between allocators and managers. By treating each request with care, both sides can use the platform to build trust, improve transparency, and create a foundation for informed engagement.

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The views expressed above are not necessarily the views of Thalēs Trading Solutions or any of its affiliates (collectively, “Thalēs”). The information presented above is only for informational and educational purposes and is not an offer to sell or the solicitation of an offer to buy any securities or other instruments. Additionally, the above information is not intended to provide, and should not be relied upon for investment, accounting, legal or tax advice. Thalēs makes no representations, express or implied, regarding the accuracy or completeness of this information, and the reader accepts all risks in relying on the above information for any purpose whatsoever.