Relevant EquityWorks | Software | Investment Portfolio Management

Track investments with our investment portfolio management software.

Manage fund, portfolio company, and property investments and their securities, including quarterly revaluations, capitalization tables, and waterfall calculations with ease.

Capital Raising Portal for Investment Portfolio Management:

Manage the entire lifecycle of private equity fund raising, from initial investor contact to signed subscription agreements.

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Current Offering Curation

Narrate what’s special about a new investment, including photos, highlights, and due diligence docs.

Investment Opportunities

Share fund and direct offerings like properties and portfolio companies.

Subscription Processing

Reduce fraud by routing applications to multiple individuals.

Contract Management

Catalog important documents like signed PPMs and subscription agreements for use across the firm.

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Fund Accounting Software for Investment Portfolio Management:

Essential private equity, portfolio, and real estate investment management software tools for every back office.

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Investment Management

Invest in funds, portfolio companies, or properties.

Portfolio Management

Record securities transactions, quarter-end revaluations, capitalization tables, and exits.

Waterfall Calculations

Determine carried interest allocations that split profits between fund managers and investors. 

 

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Investor Portal for Investment Portfolio Management:

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

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Investor Dashboard

Present an interactive summary of fund and direct investments, including planned and actual financials.

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

 

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The Relevant Difference

Relevant EquityWorks private equity investment management software stands out from other platforms with a unique combination of:

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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.

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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.

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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.

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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.

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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.

Portfolio management is complicated.

Relevant is here to help.

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