Relevant EquityWorks | Software | Investor Management

Enhance trust and transparency with our investor management software.

Helps private equity fund managers improve investor onboarding, engagement, communication, and reporting processes.

Capital Raising Portal for Investor Management:

Our centralized platform manages the entire capital raising lifecycle, from onboarding investor data, including their entities and KYC authentication documents, to closing the deal with signed subscription agreements, which offloads your fund accounting team.


Investment Opportunities

Share fund and direct offerings like properties or portfolio companies.

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.

Know Your Customer (KYC)

Onboard and verify the identity of your investors, ensure their documents are never out of date.

Contract Management

Collect signed PPMs and subscription agreements.

Subscription Processing

Reduce fraud by routing applications to multiple individuals for approval.

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Fund Accounting Software for Investor Management:

Essential tools for every back office.


Investor Management

Manage investors and their entities, contacts, and investments.

LP Communications

Email call and distribution letters, and provide ongoing fund notifications.

Investor Reporting

Manage fund and direct investments, and generate quarterly reports.


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Investor Portal for Investor 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.

Investor Data Management

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

Document and Tax Centers

Provide a centralized repository for investment and tax documents.

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Which subscription is right for you?


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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 investor management software, 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.

Investor management is complicated.

Relevant is here to help.

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