Relevant EquityWorks | Platform | Investor Portal

Investor Portal

Enhance transparency and trust by providing an immersive investor portal experience designed specifically for private equity and real estate funds.

Users can seamlessly explore their investor dashboard, customize searches based on specific criteria, and delve into detailed risk evaluations, documents, and performance analyses, bolstering investor confidence in their relationships.

Highlights

Our investor portal platform builds trust by offering a comprehensive suite of features designed for private equity and real estate investors. The investor portal software provides immersive experiences, reliable reporting, and advanced know-your-customer (KYC) software, ensuring an efficient, transparent, and user-friendly platform for all.

 

View Fact Sheet    

Investor Dashboard

The investor portal provides investors with a rich overview of their portfolio, with data visualizations, links to the latest documents, and detailed breakdowns of each investment.

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

Performance Reporting

Each investment can be monitored further to gain insight into performance.

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

LP Communications

Efficiently deliver ILPA-compliant communication notifications, like capital call and account statements, directly to your LPs via email or post right to the Investor Portal.

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

Document Management

A centralized document repository allows investors instant access to all of their investment and tax documents, such as quarterly reports and K-1s.

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

Investor Data Management

LPs can securely update their contact information, investor entities, contacts, and KYC Compliance documents in the portal settings.

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

Mobile Access

The investor portal can be accessed through all smartphones, tablets, and web browsers.

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

Enhance investor trust and transparency.

Investors log in to the portal with Multi-Factor Authentication, keeping their investment data secure.

Investor Dashboard

Our investor dashboard presents a comprehensive summary of fund and direct investments with rich data visualizations and interactive tables. 

An immersive portal experience.

Provide insightful charts and quick links to the latest documents. Allow LPs to explore performance, drill down into specific investments, access documents, and gain a clear understanding of their portfolios.

Investors can explore their entire investment portfolio performance on a summary dashboard, and drill down into specific investments for more detailed information.

Performance Reporting

Empower investors to customize their view, allowing them to select the specific columns to better understand returns on their private equity and real estate investments.

Let investors explore performance.

With real-time access to published investment data, LPs can make informed decisions, understand trends, and identify potential risks and opportunities, enhancing their investment strategy.

Send timely and transparent LP notifications.

Our platform can manage every step of the investor reporting process, from Investor Management, Fund Raising, Fund Administration, and Monitoring, keeping LPs informed with transparent communications and timely notifications.

LP Communications

Streamline LP communications by seamlessly posting notifications and correspondence, ensuring investors are always informed about calls, distributions, and quarterly reports, thus maintaining continuous engagement and transparency.

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, and easily notify investors with an email blast.

A centralized document repository allows investors instant access to all of their investment and tax documents, such as capital account statements.

Document Management

Simplify document management with a secure centralized repository for all investment-related documents.

Document and Tax Centers.

Ensure all parties have real-time sharing and retrieval of all crucial documents such as 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.

LPs can securely update their contact information, investor entities, contacts, and KYC Compliance documents in the portal settings. Your team can review each update and approve or reject them based on your team’s existing verification processes.

Investor Data Management

Empower LPs to manage their data, from updating investor profiles to setting notification preferences and adhering to KYC and AML rules. All changes undergo a detailed verification and approval process.

Simplified KYC software.

Our simplified KYC software and dual custody approval process reduce fraud and enhance data security, giving investors peace of mind.

The investor portal can be accessed through all smartphones, tablets, and web browsers.

Mobile Access

Our investor portal is accessible on any device, providing a consistent and immersive experience across browsers, mobile devices, and tablets.

Investor Portal Mobile App

Our investor portal software ensures that investors have continuous access to their investment information, enhancing engagement and decision-making on the go.

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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The Relevant Difference

Relevant's Investor Portal stands out for its exceptional user engagement, unparalleled transparency, and efficiency. It redefines the investor dashboard experience for private equity and real estate fund managers.

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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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User Experience Design

Users enjoy a seamless and intuitive web-based experience designed with features tailored to the unique 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.

Relevant's Investor Portal stands out for its exceptional user engagement, unparalleled transparency, and immersive investor experience.

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