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Relevant EquityWorks | Platform | Capital Raising Portal
Simplify the entire private equity fund raising process and investor onboarding. Enhance investor relationships, reduce administrative burdens, and improve transparency and compliance.
Raise funds faster and easier than ever before.
Present compelling fund and direct investment opportunities, then let prospects explore, evaluate, and make investments.
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Tell your upcoming deal's unique story, then publish it with a click.
Extend your website with a page to showcase current investment opportunities.
Let prospects review the details of a deal, so you can have more informed conversations.
Investors can effortlessly commit, re-accredit, refresh KYC identification docs, and sign documents in a few clicks.
As applications roll in, your team can review and approve subscription agreements.
After acceptance, provide investors with an immersive investor portal experience.
Showcase your deals in the best light by creating a stunning pitch with our signature offering templates.
Pour in your content, including investment details, financial highlights, expected returns, images, the location, and upload sample investment and offering documents.
Determine how much to raise, compliance policies, and acceptable investor entity types, then upload any required documentation that needs to be signed.
Showcase deals on your website, where they can be shared with hundreds of prospective investors.
Invite members of your investor community and accredited new prospects to investigate your fund and direct investments (like properties or portfolio companies).
Elevate your investment opportunities with a clean and simple design so they always look stunning.
Have more informed conversations with prospective investors by providing strategies, financial highlights, expected returns, and investment documents.
When accredited investors are ready, they can securely commit money, update their KYC—Know Your Customer data, and sign documents in just a few clicks.
Our integrated Contract Management (CLM) software allows investors to re-accredit, use DocuSignTM to sign suitability questionnaires and tax documentation (such as W-9s and FATCA Form 8957), and upload their KYC authentication documents (like a driver's license or passport) with ease.
Let your Investor Relations team fast-track approvals and counter-signatures as prospects subscribe.
Investment submissions have all the required materials in one place, including links to signed DocuSign docs and contact details.
Our platform verifies all investor entities, tax IDs, KYC contacts, and more, to ensure accuracy.
Route applications to multiple individuals, including your outside counsel, for dual custody approvals.
Once an application is approved, investors can access our immersive Investor Portal.
Present insightful visualizations, provide quick links to recent documents, and itemize the performance of every fund and direct investment.
Allow users to drill down into holdings and explore performance data.
They can also retrieve capital call and distribution notifications, capital account statements, K-1s, and quarterly reports from our Document and Tax Center repositories.
Relevant EquityWorks stands out from other private equity software platforms with a unique combination of:
Utilizes cutting-edge technologies and a secure, cloud-based infrastructure that provides quick access to your current offerings from anywhere in the world, on any computer or mobile phone.
Tells your unique story about each fund or direct investment opportunity. Then, provide investors with an easy way to explore fund and direct investments, commit capital, track performance, and receive regular updates on their portfolio.
Leverage our Docusign CLM to e-sign suitability questionnaires, W-9s, offering documents, and subscription agreements.
Enjoy a responsive interface that adapts to different devices and screen sizes.
Reap the benefits of our decades of experience in private equity investing. Our team of experts is well-equipped to provide guidance and support at every stage of the investment lifecycle.
Tell your unique story, onboard investors, and exceed expectations with Relevant EquityWorks.