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Relevant EquityWorks | Software | CRM Customer Relationship Management
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.
Even access investor data, such as their contacts, notes, investments, and entities anytime, anywhere.
View offerings and investments docs on your mobile phone.
Access the same powerful CRM Contact Management experience on the go.
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.
Send email invitations to prospects, then monitor their interest in current offerings.
While onboarding, ask ice-breaker questions about their investment interests.
Present fund and direct investments, then allow investors to commit with a few clicks.
Monitor performance of the latest fund and direct investment campaigns.
Access signed NDAs, suitability questionnaires, and PPMs.
Reduce fraud by routing applications to multiple individuals for approval.
Essential private equity and real estate CRM software for every back office.
Access investors and their entities, contacts, notification preferences, and investment performance.
Track fund, portfolio company, and property holdings, securities, quarterly revaluations, and cap tables.
Answer inquiries about the performance of past 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 private equity contact management software and venture capital CRM stands out from other private equity CRM systems 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.
CRM Customer Relationship Management is complicated.
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