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Relevant EquityWorks | Platform | Investor Portal
Securely communicate with investors and let them explore detailed performance data. Enhance transparency, streamline KYC compliance, and improve the overall investor reporting experience.
Deliver unprecedented LP communications and transparency.
Streamline investor communications, enhance transparency, and provide secure access to critical performance data.
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Present a summary of your fund and direct investments with rich data visualizations and tables.
Drill down to gain valuable insight into the performance of your investments and assess risk.
Deliver notifications for calls, distributions, and other important events.
Offer investors a centralized document repository for accessing investment and tax documents, such as quarterly reports and K-1s.
Provide limited partners with secure access to update their investor entities, notification preferences, and KYC data.
Support users on the go with the same immersive experience on their smartphones, tablets, and web browsers.
Provide LPs a secure and immersive way to explore performance.
Present insightful charts.
Drill down into holdings at investor entity, fund, or direct investment levels.
Understand how particular deals are performing and assess risk.
Retrieve important fund notifications, quarterly reports, K-1s, and other important documents.
Report progress on every deal.
Provide real-time access to investment data, so LPs can make informed decisions, understand investment trends, and identify potential risks and opportunities.
Use our Fund Accounting Software to seamlessly post branded fund notifications and correspondence to the portal.
Brand all documents with your firm's unique identity.
Quickly compile ILPA-formatted call and distribution notifications and capital account statements.
Generate industry-standard quarterly reports.
Easily notify investors with an email blast.
A centralized Document and Tax repository enables investors to access and download important documents at any time, from anywhere.
Ensure all parties have access to the most up-to-date documents, including subscription agreements, call and distribution letters, capital account statements, quarterly reports, financial statements, and tax documents.
Give LPs control over their data.
Provide LPs with secure access to make changes to their investor entities, contacts, notification preferences, and compliance with Know Your Customer and Anti-Money Laundering (AML) regulations.
Reduce fraud by routing edits to multiple individuals for dual custody approvals by your team.
Access the portal from any device.
Investors can access our responsive investor portal anytime anywhere via their browser, mobile device, or tablet.
Offer a comprehensive and robust solution for private equity and real estate fund managers and their investors.
Leverages the latest advancements in cloud computing and data analytics, which enable faster processing speeds, more efficient data storage and retrieval, and enhanced cybersecurity features.
Explore detailed performance and risk profiles for funds and direct investments with customizable dashboards that allow investors to track their investments in real-time.
Enjoy seamless, intuitive navigation and a variety of features tailored to the needs of investors and fund managers alike.
Make better decisions by integrating with modern general ledgers that provide accurate and up-to-date financial data for investors and fund managers. This reduces the risk of errors and helps ensure compliance with regulatory requirements.
Generate industry-standard quarterly reports and K-1s, and deliver individualized statements that reflect every aspect of investor holdings.
Let Relevant EquityWorks improve your investor reporting experience.