Relevant EquityWorks | Platform | Subscription Options

Relevant has a subscription that is right for you.

Browse some of our features below to better understand how Relevant's three signature platform products can help solve your private equity needs. 

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

Fund Accounting

Starter Funds

Tier 3

Growth

Tier 2

Enterprise

Tier 1

Contacts and Commitments check check check
Document Management check check check
Investor Entity Management   check check
Subscription Processing     check

Fund Entities and Transactions check check check
Capital Accounts check check check
Share Classes   check check
Waterfall Calculations     check

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

Deal Due Diligence and Investments check check check
Security and Transaction Management check check check
Conversion and Revaluation Tools   check check
Financials Monitoring Portal     check

Record Fund and Portfolio Cashflows check check check
Intuit QuickBooks Support check check check
Microsoft Dynamics Support   check check
Oracle NetSuite Support     check

Browser, Tablet, and Mobile Experiences check check check

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

Private Equity software is complicated.

Relevant is here to help.

Schedule a Demo