Private Equity
Investor Management Software

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Relevant EquityWorks 
Investor Management Software

Relevant EquityWorks is investor management software that lets your Fund Accounting team handle all investor information in a single place. (And as you thought, it overlaps with our Fund Raising and Investor Relations software, so you don't need both applications).

With Relevant EquityWorks you get:

  • Investor Management

    • Track investors, contacts and fund commitments
    • Record and secure banking details
    • Comply with Know Your Customer (KYC), FATCA, and other regulations with our Compliance add-in
  • Investor Inquiries

    • Handle investor inquiries with dozens of letter templates and over 150 reports
    • Record emailed responses with the click of a button with our Microsoft Outlook integration
  • Investor Reporting

    • Issue transparent ILPA call and distribution letters with our Compliance add-in
    • Generate custom quarterly report packages that reflect your firm's brand
      • Cover pages, highlights, investment profiles
      • Dozens of letter templates and 150+ reports
  • Investor Portal

    • Deliver 24/7 access to critical documents with our Investor Portal
      • Call and distribution letters
      • K-1s and other tax documents
      • Quarterly reports

Investor Management Software by Client Focus

Private Equity

Private Equity organizations typically have...

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Venture Capital

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Real Estate

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Private Debt

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Others

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View samples of our screens and reports.

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