Powerful Software for Private Funds

Your Data: Organized. Accessible. Transparent.

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We have solutions, because we understand your business.

Select the challenges you are facing and we’ll show you how Relevant EquityWorks addresses them.


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... who work for these types of private funds:

Relevant EquityWorks - Meet the new standard for back office efficiency!

Meet the new standard for back office efficiency!

Give your team the tools they need to handle much more volume, without all the needless reconciliation.

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.

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Relevant EquityWorks - Investor Reporting & Investor Portal

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.

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Relevant EquityWorks - Fund Raising & Investor Relations Software

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.

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The Relevant EquityWorks Platform

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.

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Need some proof?

Download some PDFs of our work, or watch a video.


Powerful Software for Private Funds.

Overview of our Relevant EquityWorks platform.



Deliver Transparency.

See examples of what Relevant EquityWorks can do!



Catch the Deliver Transparency webinar.

See how transparency has come to mean powerful, yet stylish letters, reports and investor portals.


Upcoming Event

PwC Cooley Private Equity CFO Conference

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