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
