Investor Management.

Track investors, contacts and third party representatives.

• Record incoming fund commitments
• Share confidential documents on our secure Investor Portal
• Respond to inquiries post closing

Investment Management.

Record due diligence and manage your pipeline of investment opportunities.

• Onboard deals with ease
• Manage your pipeline of active opportunities
• Access data on the run with Relevant Mobile

Investor Reporting.

Deliver the transparency your investors crave with branded:

• ILPA call and distribution letters
• Capital account statements
• Industry-standard quarterly reports

Email correspondence or post it directly to your Investor Portal.

Fund Raising & Investor Relations.

Track investors, their commitments and interest in upcoming funds.

• Reach out to hundreds of prospective LPs
  • Manage dozens of conversations on our Fund Raising Scoreboard
  • Share confidential documents on our secure Investor/LP Portal
• Access data on the run with Relevant Mobile
• Handle inquiries post closing

Fund Administration.

Handle more volume with much less effort!

• Model fund entities, closings and commitments
  • Configure capital accounts and transactions
• Email call and distribution letters and quarterly reports, or post them to the Investor/LP Portal
• Leverage wizards for such activities as closings, mail merge, revaluations and transfers of interest.

Investor Portal.

Give your LPs access to documents from their phones, tablets or everyday browsers.

• Offer secure 24 x 7 access to fund information, all branded with your firm's unique identity
• Post capital calls, distributions, quarterly reports and tax documents (like K-1s)

Monitoring Portal.

Upload financials and KPIs directly into your Relevant EquityWorks platform.

• Issue accounts and passwords to your portfolio companies and/or properties
• Generate investment profile reports with the latest numbers
• Monitor progress in your dashboard

Portfolio Management.

Manage every aspect of your holdings.

• Record every portfolio company or property investment
  • Securities, revaluations, shareholder tables
• Calculate pro-rata waterfall allocations
  • For special terms, pick-up the Waterfall Obligations add-in
• Generate more than 30 reports that roll-up the portfolio

Relevant Mobile.

Access Relevant EquityWorks data from anywhere, on practically anything: everyday phones, tablets and browsers.

• Look up companies, contacts, past interactions
• Manage your pipeline of opportunities
• Dictate meeting notes

CRM/Contact Management.

Replace your cumbersome Contact Management system with one that's been designed just for Private Equity professionals.

• Track companies, contacts and events like meetings, emails and calls.

• Create mailing lists and send email blasts for every occasion (like announcements, newsletters, holiday greetings)
• Integrate with Microsoft Outlook
  • Emails, contacts, reminders and tasks

Accounting System Interface.

Share data with commercial-grade general ledgers.

• Push transaction allocations (like contributions, management fees, and distributions) to journal entries in the GL
• Pull ending balances from the GL for accounts (like expenses) that naturally live there
• Generate reports with the fund's financial statements