Relevant EquityWorks | Software | Contract Management

Streamline investor onboarding.
Save time and resources with our contract management software.

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.

Capital Raising Portal for Contract Management:

Streamline investor onboarding with our integrated DocuSign CLM. Manage contracts from origination through investment, including NDAs, suitability questionnaires, W-9s, PPMs and subscription agreements.


Template Repository

Onboard your DocuSign templates for NDAs, PPMs, and subscription agreements.

Onboarding Workflow

Invite and accredit new prospects to your community.

Make an Investment Workflow

Present fund and direct investments, then allow investors to commit with a few clicks.

Suitability Questionnaires

Onboard your attorney’s surveys for every investor entity type, then re-sign with every investment.

Know Your Customer (KYC)

Onboard and verify the identity of your investors and ensure their documents are never out of date.

PPMS and Subscription Agreements

Catalog signed agreements for use across the firm.

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Fund Accounting Software for Contract Management:

Essential tools for every back office.


Investor Management

Access all legal documents.


Comply with KYC, Anti-Money Laundering (AML), and other fund regulations.

Portfolio Management

Extend contracts to prospective deals and portfolio investments.


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Investor Portal for CRM Customer Relationship Management:

Boost confidence by providing an immersive investor portal experience where LPs can drill down to explore investment performance and assess risk.


Investor Dashboard

Present an interactive summary of fund and direct investments.

Document Management

Provide a centralized repository for investment and tax documents.

Investor Data Management

Let LPs modify their investor entities, contacts, and notification preferences, including uploading their latest KYC identification documents.


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Which subscription is right for you?


Explore Subscription Options



The Relevant Difference

Relevant EquityWorks stands out from other platforms with a unique combination of:


Next Generation Tech Stack

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.


Groundbreaking Capital Raising Portal

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.


Deep Expertise

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.


Immersive Investor Portal

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.


Modern Accounting Systems

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.

Relevant is here to help.

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