Relevant EquityWorks | Platform | Investor Portal

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.

Highlights

Streamline investor communications, enhance transparency, and provide secure access to critical performance data.

View Fact Sheet    

Investor Dashboard

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Present a summary of your fund and direct investments with rich data visualizations and tables.

Performance Reporting

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Drill down to gain valuable insight into the performance of your investments and assess risk.

LP Communications

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Deliver notifications for calls, distributions, and other important events.

Document Management

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Offer investors a centralized document repository for accessing investment and tax documents, such as quarterly reports and K-1s.

Investor Data Management

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Provide limited partners with secure access to update their investor entities, notification preferences, and KYC data.

Mobile Access

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Support users on the go with the same immersive experience on their smartphones, tablets, and web browsers.

Enhance investor trust and transparency.

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Investor Dashboard

Provide LPs a secure and immersive way to explore performance.

Immersive portal experience

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.

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Performance Reporting

Report progress on every deal. 

Let investors explore performance

Provide real-time access to investment data, so LPs can make informed decisions, understand investment trends, and identify potential risks and opportunities.

Streamline compliance.

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LP Communications

Use our Fund Accounting Software to seamlessly post branded fund notifications and correspondence to the portal.

Notifications and Investor Reporting

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.

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Document Management

A centralized Document and Tax repository enables investors to access and download important documents at any time, from anywhere.

Document and Tax Centers

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.

Improve your investors' experience and your relationship with them.

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Investor Data Management

Give LPs control over their data.

KYC software, simplified

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.

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Mobile Access

Access the portal from any device.

Investor Portal software on the go

Investors can access our responsive investor portal anytime anywhere via their browser, mobile device, or tablet.

Explore which subscription is right for your firm:

Investor Portal

Starter Funds

Tier 3

Growth

Tier 2

Enterprise

Tier 1

Fund and Direct Investments check check check
Investment Performance Drill-down check check check
Planned vs Actual Financials   check check
Advisor Support     check

Quarter-end Revaluations Tool check check check
Unrealized Value Roundup check check check
Modified Black Scholes   check check
Security Conversion Tool     check

Call and Distribution Notifications check check check
Capital Account Statements check check check
Announcements Support   check check
Quarterly Report Production     check

Centralized Repository check check check
Call and Distribution Letters, K-1s, Quarterlies check check check
Suitability Questionnaires   check check
Subscription Agreements     check

Investor Access to Modify Their Details check check check
Document Management check check check
Investor Entity Management   check check
Subscription Processing     check

Browser, Tablet, and Mobile Experiences check check check
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Enjoy a Fully-Immersive Software Experience

Offer a comprehensive and robust solution for private equity and real estate fund managers and their investors.

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Next Generation Tech Stack

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. 

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Immersive Investor Portal

Explore detailed performance and risk profiles for funds and direct investments with customizable dashboards that allow investors to track their investments in real-time.

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Satisfying User Experiences

Enjoy seamless, intuitive navigation and a variety of features tailored to the needs of investors and fund managers alike.

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Leading-Edge Accounting Systems

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.

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Compile Investor Reports

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.

Schedule a Demo