Relevant EquityWorks | Platform | Capital Raising Portal

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.

Highlights

Present compelling fund and direct investment opportunities, then let prospects explore, evaluate, and make investments.

View Fact Sheet    

Offering Builder

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Tell your upcoming deal's unique story, then publish it with a click.

Offering Gallery

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Extend your website with a page to showcase current investment opportunities.

Deal Presentation

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Let prospects review the details of a deal, so you can have more informed conversations.

Investor Onboarding

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Investors can effortlessly commit, re-accredit, refresh KYC identification docs, and sign documents in a few clicks.

Subscription Processing

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As applications roll in, your team can review and approve subscription agreements.

Performance Reporting

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After acceptance, provide investors with an immersive investor portal experience.

Improve investor relations right from the start.

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Offering Builder

Showcase your deals in the best light by creating a stunning pitch with our signature offering templates.

Build better fund raising campaigns

Pour in your content, including investment details, financial highlights, expected returns, images, the location, and upload sample investment and offering documents.

Set parameters

Determine how much to raise, compliance policies, and acceptable investor entity types, then upload any required documentation that needs to be signed.

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Offering Gallery

Showcase deals on your website, where they can be shared with hundreds of prospective investors.

Preview your deals

Invite members of your investor community and accredited new prospects to investigate your fund and direct investments (like properties or portfolio companies).

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Deal Presentation

Elevate your investment opportunities with a clean and simple design so they always look stunning.

Compress funding timelines

Have more informed conversations with prospective investors by providing strategies, financial highlights, expected returns, and investment documents.

Simplify the entire contract lifecycle management process.

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Investor Onboarding

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.

Compliance made easy

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.

Reduce administrative burdens.

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Subscription Processing

Let your Investor Relations team fast-track approvals and counter-signatures as prospects subscribe.

One investment application

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.

Reduce fraud

Route applications to multiple individuals, including your outside counsel, for dual custody approvals.

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Performance Reporting

Once an application is approved, investors can access our immersive Investor Portal.

Investments dashboard

Present insightful visualizations, provide quick links to recent documents, and itemize the performance of every fund and direct investment.

Investment monitoring

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.

Explore which subscription is right for your firm:

Capital Raising Portal

Starter Funds

Tier 3

Growth

Tier 2

Enterprise

Tier 1

Current Fund and Direct Investment Offerings check check check
Email Blast Invitations check check check
Investor Entity Management   check check
Subscription Processing     check

Integrated Docusign CLM check check check
NDA, W9, and FATCA Forms check check check
Suitability Questionnaires   check check
Subscription Agreements     check

Accreditation Management check check check
US Driver's Licenses and Passports check check check
Expiration Tracking   check check
Identity Verifications     check

Create a Profile check check check
Make an Investment check check check
Process Subscriptions   check check
Advisor Support     check

Query Processing check check check
Call and Distribution Notifications check check check
Capital Account Statements   check check
Quarterly Report Production     check

Browser, Tablet, and Mobile Experiences check check check
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The Relevant Difference

Relevant EquityWorks stands out from other private equity software platforms with a unique combination of:

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Next Generation Tech Stack

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. 

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Groundbreaking Capital Raising Portal

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.

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Leading-Edge Contract Management Software

Leverage our Docusign CLM to e-sign suitability questionnaires, W-9s, offering documents, and subscription agreements.

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Satisfying User Experiences

Enjoy a responsive interface that adapts to different devices and screen sizes.

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Expert Guidance

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.

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