Discover how our products propel your firm's growth, efficiency, and competitive edge.
Which pre-configured solution is right for your firm?
Explore functionality that's available:
Learn more about the Relevant EquityWorks platform.
Learn more about Relevant.
Relevant EquityWorks | Software | Waterfall Calculations
Understand the layers of allocations required before carried interest is available.
Present subscription documents.
Send capital call and distribution notices, along with other important fund notifications.
Record carried interest calculations to split profits between fund managers and investors.
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.
Invite targeted prospects to your investor community.
Onboard and verify the identity of your investors and ensure their documents are never out of date.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.
Learn More
Essential private equity waterfall distributions tools for every back office.
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.
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 drill down to explore investment performance and assess risk.
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.
Explore Subscription Options
Relevant EquityWorks private equity and real estate real estate waterfall model software 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 waterfall calculations software, 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.
Waterfall calculation is complicated.
Schedule a Demo