Relevant EquityWorks:
Your Complete Private Equity Software Solution

 

Meet the Relevant EquityWorks Platform

Relevant EquityWorks simplifies investment management, allowing fund managers to do more with less effort across their firm. Our platform also facilitates stronger investor relationships through improved communications and unparalleled transparency.

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Investor Portal screen shots

Investor Portal

An immersive experience that delivers the transparency your limited partners deserve.

  • Drill down by entity, fund, or direct investment like never before
  • Share fund communications and other essential documents with your investors
  • Leverage the latest cybersecurity protections

 

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Fund Account Software screen shots

Fund Accounting Software

Powerful tools to simplify fund management and drive efficiency in your back office.

  • Eliminate spreadsheets and needless reconciliation
  • Keep your private equity data organized, accessible, and transparent
  • Empower your team to handle more volume with less effort

 

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Capital Raising Portal screen shots

Capital Raising Portal

Our groundbreaking way to share new fund and direct investments, and let LPs invest.

  • Raise funds faster and easier than ever before
  • Let investors review deals, make commitments, and update KYC details
  • Streamline your subscription approval process

 

Solutions for all your private equity needs:

Strengthen investor relations 
with enhanced communications and unprecedented transparency.

The investor portal provides investors with a rich overview of their portfolio, with data visualizations, links to the latest documents, and detailed breakdowns of each investment.

Investor Portal

Enhance investor relations with unprecedented communication and transparency through our Investor Portal and reporting software.

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Performance tracking

See returns at a glance with data visualizations or drill down for more detailed investment analysis from our interactive investment dashboard.

Go beyond PDF-based approaches

Let investors immerse themselves in timely and comprehensive data about their investments, including fund performance, asset valuations, capital activity, and relevant documents.

Document management

Retrieve call and distribution letters, K-1s, quarterly reports, and more from our Document and Tax Centers.

Compress funding, administrative,
and reporting timelines.

The fund accounting software features targeted apps for your entire team’s back office, such as investor management, fund administration, and portfolio management workflows.

Fund Accounting Software

Drive efficiency through your back office with automated processes and comprehensive fund management software and accounting tools, ensuring that data is always organized, accessible, and accurate.

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Investor Management

Provide LPs with unprecedented communication and transparency throughout the investment life cycle.

Fund Administration

Eliminate spreadsheets and needless reconciliation to handle more volume with drastically less effort.

Investment and Portfolio Management

Catalog investments, monitor ongoing performance, and handle waterfall distributions and quarterly valuations.

Investor Reporting

Leverage hundreds of our standard report templates, or make your own in seconds with our reporting tools.

Modern Accounting Systems

Easily integrate with popular general ledgers such as Intuit QuickBooks, SAP Business One, and Oracle NetSuite.

LP Communications

Communicate with your limited partners by email or post updates to the Investor Portal.

Seamlessly raise more capital.

The capital raising portal presents investment opportunities with a gallery of detail-rich cards.

Capital Raising Portal

Tell your unique story about each fund or direct investment opportunity, then let investors browse deals, quickly make commitments, update their accreditations, and more.

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Fund raising done right.

Bring your deal to life with photos, narrative, financial details, and other due diligence materials. Then, quickly share it with hundreds of potential investors.

Streamline the investment process.

Investors can review deals, save them to a watchlist, and invest with only a few clicks. As subscription agreements come in, fund managers can route them to the right players for quick approvals. Raising money has never been easier!

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Which subscription is right for your firm?

Find the right level of functionality for your budget.
 

Explore Subscription Options

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Powerful Software for Private Equity Funds

Relevant EquityWorks is trusted by clients worldwide to manage over $100b in assets.

$100b+ LP Commitments Managed

+5k Fund Entities

+100k Portfolio Companies & Property Holdings

100s Of Active Users

  • Armstrong Capital Development
  • Avalon Ventures
  • BPOC – Beeken Petty Okeefe
  • Carson Private Capital
  • CORE Industrial Partners
  • Levine Leichtman
  • RMR Group
  • Solyco
  • Wellspring Capital
  • WTI

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The Relevant Difference

Relevant EquityWorks stands out from other private equity software platforms with a unique combination of:
 
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Next Generation Tech Stack

Our modern stack ensures that the platform is agile, scalable, and robust. We leverage the latest technologies and frameworks to provide a reliable and secure platform for our clients. 

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An Immersive Investor Portal

Our investor portal lets LPs drill down into numbers and gain firsthand insights into investment performance. They can filter by investment entity, fund, or direct investment—like a property or portfolio company.

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Deep Expertise

Rich knowledge across private equity, real estate, private debt, venture capital, fund administrators, and related fields, like RIA advisors. We understand fund managers' unique challenges and have designed our platform around them.

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Designed for Users

Our clients are our top priority, so we’ve designed our platform with an intuitive user interface that makes managing investments a breeze.

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Leading-Edge Accounting Systems

Our clients seamlessly share data between their general ledgers and our platform. This integration reduces manual data entry and ensures that their financial data is accurate and up-to-date.

Private Equity software is complicated.

Relevant is here to help.

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