Used by clients in 23 countries to manage over $100b in assets.

Trident Fund Services
Avalon Ventures
Castle Creek Captial
Levine Leichtman
TA Associates
RHO
Relevant EquityWorks v8

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.

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Relevant EquityWorks - 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.

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Relevant EquityWorks - Investor Reporting & Investor 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.

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Relevant EquityWorks - Fund Raising & Investor Relations 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.

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The Relevant EquityWorks Platform

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.

Relevant EquityWorks - Powerful Software for Private Funds