Relevant EquityWorks | Software | Investor Reporting

Improve investor satisfaction and trust
with our investor reporting software.

Share investment opportunities, send timely LP communications, and enable users to explore investment performance and assess risk with our immersive Investor Portal.

Capital Raising Portal for Investor Reporting:

Set up your investors for success by providing access to new deals, while complying with accreditation rules and KYC regulations.


Investment Opportunities

Share fund and direct offerings like properties or portfolio companies. Let investors commit in a few clicks.

Know Your Customer (KYC)

Onboard and verify the identity of your investors and ensure their documents are never out of date.


Subscription Processing

Reduce fraud by routing applications to multiple individuals for approval.


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Fund Accounting Software for Investor Reporting:

Essential private equity reporting software 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, revalue, and generate quarterly reports.


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Investor Portal for Investor Reporting:

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 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 reporting 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 reporting is complicated.

Relevant is here to help.

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