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Relevant EquityWorks | Software | Investment Portfolio Management
Manage fund, portfolio company, and property investments and their securities, including quarterly revaluations, capitalization tables, and waterfall calculations with ease.
Narrate what’s special about a new investment, including photos, highlights, and due diligence docs.
Share fund and direct offerings like properties and portfolio companies with an offering gallery.
Process investment subscriptions and reduce fraud by routing applications to multiple individuals.
Drill down into fund and direct investments to better understand performance.
Manage the entire lifecycle of private equity fund raising, from initial investor contact to signed subscription agreements.
Share fund and direct offerings like properties and portfolio companies.
Reduce fraud by routing applications to multiple individuals.
Catalog important documents like signed PPMs and subscription agreements for use across the firm.
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Essential private equity, portfolio, and real estate investment management software tools for every back office.
Invest in funds, portfolio companies, or properties.
Record securities transactions, quarter-end revaluations, capitalization tables, and exits.
Determine carried interest allocations that split profits between fund managers and investors.
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, including planned and actual financials.
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 investment management software 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.
Portfolio management is complicated.
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