Relevant EquityWorks | Software | KYC - Know Your Customer

Simplify investor onboarding and compliance with our KYC “Know Your Customer” software.

Let investors sign contracts and onboard sensitive documents, like driver’s licenses and passports, then securely maintain them throughout your LP relationship.

Capital Raising Portal for KYC - Know Your Customer:

Our KYC software eases the investor onboarding process, from sharing new deals and signing contracts, to verifying identities.



Re-certify with every investment.

Make an Investment Workflow

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

KYC - Know Your Customer

Onboard and verify the identity of your investors and ensure their documents are never out of date.

Suitability Questionnaires

Onboard your attorney’s surveys for every investor entity type, then resign with every investment.

Contract Management

Catalog important documents like signed PPMs and subscription agreements for use across the firm.

Fund Accounting Software

Pipeline onboarded investor data into Relevant EquityWorks (tm) for the back office team.

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Fund Accounting Software for KYC - Know Your Customer:

Essential private equity compliance software tools for every back office.


Investor Management

Access all important documents.


Comply with KYC, Anti-Money Laundering (AML), and other fund regulations.

Portfolio Management

Extend contracts to prospective deals and portfolio investments.


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Investor Portal for KYC Know Your Customer:

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 Management

Share operating agreements and other important docs.

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?


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The Relevant Difference

Relevant EquityWorks’ KYC 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 KYC "Know Your Custonmer" 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.

KYC - Know Your Customer is complicated.

Relevant is here to help.

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