Relevant EquityWorks | Software | Investor Relations

Keep your LPs informed with our private equity investor relations software.

Proactively communicate with your investors. Handle it all, from sharing new deals, seamless investment onboarding, maintaining KYC documents, to detailed investor reporting, and an immersive investor portal.

Capital Raising Portal for Investor Relations:

Our centralized platform for managing the entire capital raising lifecycle, from initial contact with investors, to closing the deal with signed subscription agreements.


Investment Opportunities

Share fund and direct offerings like properties or portfolio companies.

Know Your Customer (KYC)

Onboard and verify the identity of your investors and ensure their documents are never out of date.

Make an Investment Workflow

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

Contract Management

Access signed NDAs, suitability questionnaires, and PPMs.

Subscription Processing

Reduce fraud by routing applications to multiple individuals for approval.

CRM Contact Management

Lets IR professionals respond to inquiries.

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Fund Accounting Software for Investor Relations:

Essential investor relations 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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Capital Raising Portal for Investor Relations:

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


Investor Dashboard

Drill down into fund and direct investment performance.

Document and Tax Centers

Retrieve call and distribution letters, quarterly reports, 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



The Relevant Difference

Relevant EquityWorks’ investor relationship management software 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 relations 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 relations is complicated.

Relevant is here to help.

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