Private Equity & Real Estate

Private Equity & Real Estate

Add-in Components

Complex calculations made simple.

Eliminate even more spreadsheets with add-ins that extend the capabilities of your Relevant EquityWorks software.

 

Compliance Software.

Drive transparency in fund communications while supporting accepted valuation guidelines.

Investors & Regulators

  • Get ILPA call and distribution letters
  • Trust revaluations created with accepted industry guidelines
  • Receive detailed quarterly reports that reflect your brand
Relevant EquityWorks - Compliance Software See where it fits in the
Relevant EquityWorks platform

 

 

Relevant EquityWorks - Loan Management Software

 

Loan Management Software.

Enhance returns with multi-tranche loans.

Investment Teams

  • 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

Fund Accounting Teams

  • Record transactions, payments and revaluations
  • Email debt invoices to portfolio companies and/or properties
Loan Management Software for Relevant EquityWorks See where it fits in the
Relevant EquityWorks platform

 

 

Relevant EquityWorks - Partner Attribution Software

 

Partner Attribution Software.

Generate "report cards" on value creation.

Senior Management

  • 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
Relevant EquityWorks - Partner Attribution Software See where it fits in the
Relevant EquityWorks platform

 

 

 

Waterfall Software.

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

Fund Accounting Teams

  • 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
Relevant EquityWorks - Waterfall Software See where it fits in the
Relevant EquityWorks platform

 

Ready to learn more? Let us show you how.