Use Document Sharing to Build Trust on Agora

In the alternative investment marketplace, document sharing is central to building transparency and trust between managers and allocators. On Agora, the Documents tab is more than just a file repository — it’s a way to present your story, showcase professionalism, and control how information is accessed.

Why Document Sharing Matters

Allocators rely on documents like fact sheets, pitch books, DDQs, and research notes to evaluate a fund. For managers, making these materials available on Agora helps ensure that when an allocator requests a connection, they see an accurate and well-organized representation of the fund.

Uploading and Organizing Your Documents

From the Documents tab, managers can:

• Upload files directly, rename them, and assign categories (e.g., pitch book, fact sheet, DDQ).

• Assign dates to ensure materials are clearly time-stamped.

• Select privilege levels to control which allocators can access which documents.

By organizing materials with privilege tiers — for example, Low Privilege for introductory presentations and fact sheets, and Medium Privilege for DDQs and risk reports — managers can align access with the stage of allocator engagement.

The Allocator Perspective

• Transparency: Allocators value being able to review materials in one place, rather than requesting them ad hoc.

• Efficiency: Having documents ready and structured by privilege level makes the due diligence process faster and more streamlined.

The Manager Perspective

• Professionalism: Updated and well-categorized documents send a signal of organization and attentiveness.

• Control: Privilege settings let managers manage who sees what, balancing transparency with discretion.

• Engagement: Approving a connection request not only grants access to documents but also provides managers with allocator contact details, enabling follow-up in the normal course of introductions.

Key Takeaway

On Agora, documents are more than files — they’re an extension of your brand. Allocators view them as critical inputs to due diligence, while managers can use them to present a clear, professional, and well-controlled narrative. By keeping documents current and thoughtfully organized, both sides benefit from a smoother, more transparent exchange of information.

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