Add-in Components

Compliance Software.

Drive transparency in fund communications while supporting accepted valuation guidelines.

in the
Relevant EquityWorks platform

Enhance returns with multi-tranche loans.

Define the "building blocks" for each tranche (like principal, interest, PIK, etc.)
Set attributes
- Interest-only, assumed or amortized debt schedule
- Fixed, variable or floating rates
- Term, payment frequency, holidays, extensions

in the
Relevant EquityWorks platform

Generate "report cards" on value creation.

Decide how to evenhandedly distribute salary, bonus and carry dollars
Get visibility into performance by:
- Individual, job title, team or office
- Industry, sector or stage of growth
- Security type (e.g., equity vs. debt)
- Geographical (e.g., state, region, country, global area)
Get tools to fine-tune strategies

in the
Relevant EquityWorks platform

Always keep your word. Ensure each capital account receives the terms it was promised.

Support terms that aren't pro-rata:
- Side letters
- "Share classes" of investors
- Management fee waivers
- Recallable capital
- Opt-outs
Generate "Waterfall Status Reports" to understand when carried interest will become available

in the
Relevant EquityWorks platform