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Relevant EquityWorks | Software | Capital Raising
Share investment opportunities faster and easier than ever before. Streamline investor onboarding.
Raise funds faster and easier than ever with our Capital Raising Software.
Help better tell your deal’s story for more informed conversations.
Enable investors to self-accredit and upload compliance documentation in just minutes.
Leverage DocuSign to digitally sign NDAs, subscription documents, and more.
Fast-track approvals of incoming subscriptions.
Share new fund and direct/co-investments, onboard new investors, and manage contracts.
Manage investor data, send LP communications, and produce quarter-end reports.
Let LPs know how their fund and direct investments are performing.
Create campaigns, share deals and due diligence, then let investors sign subscription agreements with a few clicks.
Invite targeted prospects to your investor community.
Share fund and direct offerings like properties or portfolio companies.
Let reps monitor investor interest and engagement.
Onboard and verify the identity of your investors and ensure their documents are never out of date.
Sign suitability questionnaires, W-9s, PPMs, and subscription agreements.
Reduce fraud by routing applications to multiple individuals for approval.
Essential 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 with our immersive investor portal, 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 update their investor entities, contacts, notification preferences, and upload their latest KYC authentication docs.
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Whether you are raising capital for real estate or private equity investments, 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 private equity investing, 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.
Capital raising is complicated.
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