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Relevant EquityWorks | Software | Investor Reporting
Share investment opportunities, send timely LP communications, and enable users to explore investment performance and assess risk with our immersive Investor Portal.
Offer investors a convenient way to browse your available deals with our Capital Raising Portal.
Provide LPs with the transparency they deserve throughout the entire investment lifecycle.
Generate branded, industry-standard notifications and reports.
See investment performance at a glance or drill down for more detail with our immersive Investor Portal.
Retrieve call and distribution letters, quarterly reports, and tax documents from the Document and Tax Center.
Set up your investors for success by providing access to new deals, while complying with accreditation rules and KYC regulations.
Share fund and direct offerings like properties or portfolio companies. Let investors commit in a few clicks.
Onboard and verify the identity of your investors and ensure their documents are never out of date.
Reduce fraud by routing applications to multiple individuals for approval.
Essential private equity reporting software 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, revalue, 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 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 reporting 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 reporting is complicated.
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