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Relevant EquityWorks | Software | Investor Relations
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.
Improve investor relations with our Capital Raising Portal.
Quickly access call and distribution letters, and provide ongoing fund notifications.
Reduce fraud by routing applications to multiple individuals for approval.
Allow investors to handle compliance documents and commit to deals with a few clicks.
Empower IR professionals to respond to inquiries, even on the go.
Our centralized platform for managing the entire capital raising lifecycle, from initial contact with investors, to closing the deal with signed subscription agreements.
Share fund and direct offerings like properties or portfolio companies.
Onboard and verify the identity of your investors and ensure their documents are never out of date.
Present fund and direct investments, then allow investors to commit with a few clicks.
Access signed NDAs, suitability questionnaires, and PPMs.
Lets IR professionals respond to inquiries.
Essential investor relations tools for every back office.
Manage investors and their entities, contacts, and investments.
Email call and distribution letters, and provide ongoing fund notifications.
Manage fund and direct investments, and generate quarterly reports.
Boost confidence by providing an immersive investor portal experience where LPs can drill down to explore investment performance and assess risk.
Drill down into fund and direct investment performance.
Retrieve call and distribution letters, quarterly reports, 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’ investor relationship 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 investor relations software, 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.
Investor relations is complicated.
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