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Relevant EquityWorks | Software | Waterfall Calculations
Our sophisticated software revolutionizes the management of waterfall calculations. Designed to cater to both private equity and real estate fund waterfalls, our platform offers unparalleled accuracy and flexibility.
From simple to complex waterfalls, our software covers a broad spectrum of needs, including PE waterfall, LLC waterfall distribution, and private equity distribution waterfall models.
Model distribution logic from your subscription documents.
Allocate profits between fund managers and investors.
Itemize carried interest allocations on your call and distribution notices.
Disclose profit sharing allocations upfront while raising capital so potential investors can understand how their investments will be managed and returns distributed.
Invite targeted prospects to your investor community.
Onboard and verify the identity of your investors and ensure their documents are always up-to-date.
Let reps monitor investor interest and engagement.
Share fund and direct offerings like properties or portfolio companies.
Provide signable PPMs and subscription agreements.
Reduce fraud by routing applications to multiple individuals for approval.
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An integral tool for back-office efficiency, offering a comprehensive solution for managing private equity waterfall distributions.
Access investors and their entities, contacts, notification preferences, and investment performance.
Support the terms promised to each type of fund commitment.
Record cash flows and generate statements of each investor’s ownership in the fund.
Send capital call and distribution notices, along with other important fund notifications.
Record carried interest calculations to split profits between fund managers and investors.
Seamlessly integrate with popular general ledgers like Intuit QuickBooks, Oracle NetSuite, and SAP Business One.
Boost confidence by providing an immersive investor portal experience where LPs can understand the distribution of their investments more clearly.
Present an interactive summary of fund and direct investments.
Provide a centralized repository for investment 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 private equity and real estate real estate waterfall model software stands out from other platforms with a unique combination of:
At Relevant EquityWorks, we stand apart with our combination of next-generation technology and deep expertise in waterfall calculations. Our platform is not only about managing waterfall calcs but also about providing a comprehensive suite of tools for an all-encompassing user experience.
Cutting-edge and secure technology for quick access from anywhere in the world, on any computer or mobile phone.
Tell your unique story about each fund or direct investment opportunity.
Decades of experience in the intricacies of waterfall calculations.
Advanced, interactive platform for analysis of investor holdings.
Robust and efficient general ledger capabilities.
Waterfall calculation is complicated, but with Relevant EquityWorks, we make it straightforward and reliable.
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