Relevant EquityWorks | Software | Capital Raising

Streamline the private equity fund raising
process with our capital raising software.

Share investment opportunities faster and easier than ever before. Streamline investor onboarding.

Capital Raising is supported across the entire Relevant EquityWorks platform.

Capital Raising Portal screen shots

Capital Raising Portal

Share new fund and direct/co-investments, onboard new investors, and manage contracts.

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Fund Account Software screen shots

Fund Accounting Software

Manage investor data, send LP communications, and produce quarter-end reports.

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Investor Portal screen shots

Investor Portal

Let LPs know how their fund and direct investments are performing.

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Capital Raising and the Capital Raising Portal:

Create campaigns, share deals and due diligence, then let investors sign subscription agreements with a few clicks. 


Lead Generation

Invite targeted prospects to your investor community.

Investment Opportunities

Share fund and direct offerings like properties or portfolio companies.

CRM Contact Management

Let reps monitor investor interest and engagement.

Know Your Customer (KYC)

Onboard and verify the identity of your investors and ensure their documents are never out of date.

Contract Management

Sign suitability questionnaires, W-9s, PPMs, and subscription agreements.

Subscription Processing

Reduce fraud by routing applications to multiple individuals for approval.

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Capital Raising and the Fund Accounting Software:

Essential 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 and the Investor Portal:

Boost confidence with our immersive investor portal, where LPs can drill down to explore investment performance and assess risk.


Investor Dashboard

Drill down into fund and direct investment performance.

Performance Reporting

Retrieve call and distribution letters, quarterly reports, and tax documents.

Investor Data Management

Let LPs update their investor entities, contacts, notification preferences, and upload their latest KYC authentication docs.


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Which subscription is right for you?


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The Relevant Difference

Whether you are raising capital for real estate or private equity investments, 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 private equity investing, 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.

Capital raising is complicated.

Relevant is here to help.

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