Private Equity Software

Scale with confidence.
Compress funding, administrative, and reporting timelines.
Enhance investor relationships with unprecedented communication and transparency.

Take Self-Guided Video Tours


Investor Portal & Fund Raising Software screen shots

Fund Raising Portal

Tell your unique story about each fund or direct investment opportunity with our Offering Templates, then provide investors with an easy way to review deals, make commitments, and update their accreditations.

Create Current Offerings

  • Curate what's special about each deal, including descriptions, photos, and due diligence documents.

Make Investment Data Easily Accessible

  • Let investors review offerings, maintain a watchlist, and sign documents.

Streamline Your Subscription Approval Process

  • Fast-track “dual custody” approvals to the right players, including your outside counsel.

Learn More

Fund Accounting Software screen shots

Fund Accounting Software

Drive efficiency through your back office with automated processes and data that is always organized, accessible, and transparent. 

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 much less effort.

Portfolio Management

  • Catalog investments, revalue quarterly, and monitor ongoing performance.

Investor Reporting

  • Leverage hundreds of Report Templates or make your own in seconds.

GL Integration

  • Keep your general ledger or replace it with something new.

Learn More

Investor Reporting Portal

Investor Reporting Portal

Enhance investor relationships with unprecedented communication and transparency.

Provide Immersive Experiences

  • Let investors see returns at a glance or drill down for more detail.

Access Document and Tax Centers

  • Retrieve call and distribution letters, K-1s, and quarterly reports.

Invite Investor Participation

  • Allow LPs to update their entities, contacts, notification preferences, and KYC data.

Learn More

Responsive Web Apps screen shots

Specialized Experiences

Access the platform anytime, anywhere.

Relevant Mobile CRM

  • Let your team access the platform from mobile phones, tablets, and popular browsers.

Relevant Advisor

  • Invite consultants to review their client accounts.

Relevant Internal Administrator

  • Oversee every aspect of the platform including offerings, approvals for subscriptions and investor edits, and more.

Learn More

Our Data Model

Relevant EquityWorks drives speed and efficiency throughout your firm, while keeping your data organized, accessible, and transparent.

One Book of Record

  • Seamlessly manage all investor, fund, portfolio company or property, and performance data.

The Platform of Choice for High Volume Shops

  • After 9 major upgrades, we’ve delivered over 375 implementations to clients in 16 countries.

Learn More