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Relevant EquityWorks | Software | Contract Management
Robust Contract Lifecycle Management - private equity CLM software helps fund managers streamline composing, signing, and accessing contracts across the firm and reduces the risk of errors and compliance issues.
Our Contract Management software lets you digitally sign NDAs...
tax documents like W9s...
and suitability questionnaires with just a few clicks.
Access them all through our Investor Portal’s Document and Tax Center.
From non-disclosure agreements, to suitability questionnaires, W-9s, PPMs and subscription agreements, our integrated DocuSign CLM manages contracts from origination through investment.
Onboard your DocuSign templates for NDAs, PPMs, and subscription agreements.
Invite and accredit new prospects to your community.
Present fund and direct investments, then allow investors to commit with a few clicks.
Onboard your attorney’s surveys for every investor entity type, then re-sign with every investment.
Onboard and verify the identity of your investors and ensure their documents are never out of date.
Catalog signed agreements for use across the firm.
Essential tools for every back office.
Access all legal documents.
Comply with KYC, Anti-Money Laundering (AML), and other fund regulations.
Extend contracts to prospective deals and portfolio investments.
Boost confidence by providing an immersive investor portal experience where LPs can drill down to explore investment performance and assess risk.
Present an interactive summary of fund and direct investments.
Provide a centralized repository for investment and tax documents.
Let LPs modify their investor entities, contacts, and notification preferences, including uploading their latest KYC identification documents.
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Relevant EquityWorks stands out from other platforms with a unique combination of:
Our platform utilizes cutting-edge technologies and a secure, cloud-based infrastructure that ensures quick access to your current offerings from anywhere in the world, on any computer or mobile phone.
Tells your unique story about each fund or direct investment opportunity. It provides investors with an immersive experience, allowing them to explore fund and direct investments, commit capital, track performance, and receive regular updates on their portfolio.
With decades of experience in private equity investing, our team of experts is well-equipped to provide guidance and support at every stage of the investment lifecycle.
Unlike traditional PDF-driven document repositories, our Investor Portal lets investors dive deep into their fund and direct investments, providing a better understanding of performance and helping to assess risk.
Our Fund Manager Software is built on top of modern accounting systems that provide robust reporting and analysis capabilities, ensuring that your funds are managed efficiently and effectively.
Contract management software is complicated.
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