Relevant EquityWorks v8
See why a more efficient
2020 starts now
Meet the new standard
for back office efficiency.
Fund Accounting Software
Investor Management Software.
Track investors, contacts, third-party representatives, and interactions.
Fund Administration Software.
Model fund entities, closings, commitments, capital accounts, and transactions.
Portfolio Management Software.
Manage every aspect of your holdings, including portfolio companies or properties, securities, revaluations and shareholder tables.
Deliver transparency
Give investors exactly what they crave: detailed notifications and
transparent quarterly reports from a secure portal.
Investor Reporting & Portal
Investor Reporting Software
Issue detailed ILPA call and distribution letters, along with industry-standard quarterly reports.
Investor Portal
Give your LPs secure, 24/7 access to fund documents from their phones, tablets or everyday browsers.
Raise more money, while
responding to more inquiries
Expand your reach and conduct more efficient fund raising campaigns.
Every year, hundreds of funds are raised with our software.
Fund Raising & Investor Relations Software
Fund Raising Software.
Move prospective investors closer to their next fund commitment.
Investor Relations Software.
Provide prompt responses to investor inquiries with our letter and report templates.
Invest, build, exit
your deals. Repeat.
Relevant customers track more than 100,000 portfolio company
and property investments from the first look through exit.
Investment & Monitoring Software
Investment Management Software.
Record due diligence and manage your pipeline of investment opportunities.
Portfolio Management Software.
Manage every aspect of your holdings from securities used to pro-rata waterfall allocations.
Monitoring Portal.
Upload financials and KPIs directly into your Relevant EquityWorks platform.