Relevant EquityWorks | Software | Waterfall Calculations

Allocate distributions with our waterfall calculations software.

Understand the layers of allocations required before carried interest is available.

Capital Raising Portal for Waterfall Calculations:

Disclose profit sharing allocations upfront while raising capital so potential investors can understand how their investment will be managed and how returns will be distributed.


Lead Generation

Invite targeted prospects to your investor community.

Know Your Customer (KYC)

Onboard and verify the identity of your investors and ensure their documents are never out of date.

CRM Contact Management

Let reps monitor investor interest and engagement.

Investment Opportunities

Share fund and direct offerings like properties or portfolio companies.

Contract Management

Provide signable PPMs and subscription agreements.

Subscription Processing

Reduce fraud by routing applications to multiple individuals for approval.

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Fund Accounting Software for Fund Administration:

Essential private equity waterfall distributions tools for every back office.


Investor Management

Access investors and their entities, contacts, notification preferences, and investment performance.

Share Classes

Support the terms promised to each type of fund commitment.

Capital Accounts

Record cash flows and generate statements of each investor’s ownership in the fund.

LP Communications

Send capital call and distribution notices, along with other important fund notifications.

Waterfall Calculations

Record carried interest calculations to split profits between fund managers and investors. 

Modern Accounting Systems

Seamlessly integrate with popular general ledgers like Intuit QuickBooks, Oracle NetSuite, and SAP Business One.

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Investor Portal for Waterfall Calculations:

Boost confidence by providing an immersive investor portal experience where LPs can drill down to explore investment performance and assess risk.


Investor Dashboard

Present an interactive summary of fund and direct investments.

Document Management

Provide a centralized repository for investment 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?


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The Relevant Difference

Relevant EquityWorks private equity and real estate real estate waterfall model 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 waterfall calculations 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.

Waterfall calculation is complicated.

Relevant is here to help.

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