Our Software Trial Program

We've designed a trial program that takes the risk out of picking new software.

Learn how you can see your data on the Relevant EquityWorks platform, then use it for 2-4 weeks.

  • Sign NDA
  • Post your data to a secure web folder
  • Onboard your data
  • Use our software for 2-4 weeks with:
    • Training
    • User Guide
    • Full access to our Help Desks
  • Like most firms, you may need to:
    • Improve the formatting of your call and distribution letter templates, capital account statements, and quarterly reports
    • Seamlessly distribute correspondence to our Investor Portal
    • Model securities, valuations and fund waterfall
    • Deploy our Monitoring Portal to let portfolio companies and properties upload their financials
  • By the end of your 2-4 week trial, you will have a first-hand understanding of the efficiencies our software can bring to your firm
  • If you like, we can provide you with a proposal, complete with an Implementation Plan, itemized costs, and a timeline of deliverables

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