Relevant EquityWorks | Software | CRM Customer Relationship Management

Access data anytime, anywhere with the best CRM for private equity.

Designed specifically for private equity and real estate professionals to access to their fund raising campaigns and investor data, from any mobile phone or browser.

Capital Raising Portal for CRM Customer Relationship Management:

Our Capital Raising Portal shares the latest fund and direct investment offerings, and reps can use our private equity CRM software to monitor engagement and coach investors towards an investment.


Lead Generation

Send email invitations to prospects, then monitor their interest in current offerings.

Investor Surveys

While onboarding, ask ice-breaker questions about their investment interests.

CRM Relationship Management

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

Capital Raising Dashboard

Monitor performance of the latest fund and direct investment campaigns.

Contract Management

Access signed NDAs, suitability questionnaires, and PPMs.

Subscription Processing

Reduce fraud by routing applications to multiple individuals for approval.

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Fund Accounting Software for CRM Customer Relationship Management:

Essential private equity and real estate CRM software for every back office.


Investor Management

Access investors and their entities, contacts, notification preferences, and investment performance.

Portfolio Management

Track fund, portfolio company, and property holdings, securities, quarterly revaluations, and cap tables.

Investor Relations

Answer inquiries about the performance of past 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?


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The Relevant Difference

Relevant EquityWorks private equity contact management software and venture capital CRM stands out from other private equity CRM systems 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.

CRM Customer Relationship Management is complicated.

Relevant is here to help.

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