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Relevant EquityWorks | Solutions | Fund Administrators
Streamline operations and provide customers with the best possible private equity fund services
with our suite of fund administrator software.
Raise funds faster and easier than ever before with our Capital Raising Portal.
Drive efficiency through your back office with our Fund Accounting Software.
Deliver unprecedented LP communications and transparency with our Investor Portal.
A centralized fund servicing platform that streamlines your clients' entire fund raising lifecycle, saving time and resources while maximizing their capital raising potential.
Share your client’s latest fund and startup investment opportunities. Let LPs invest in a few clicks.
Integrated DocuSign CLM to compose, sign, and access contracts across the firm.
Onboard and verify the identity of your investors and ensure their documents are never out of date.
Reduce fraud by routing submissions to multiple individuals for "dual custody" approvals.
Proactively communicate with LPs and quickly turnaround answers to their inquiries.
Access fund raising campaigns and investor data from any browser or mobile phone.
All the fund admin service tools that administrators need to simplify back-office operations and generate transparent investor reports.
Track investors and their entities, contacts, notification prefs, KYC documents, and commitments.
Model your fund structure, entities, closings, share classes, capital accounts, and waterfall calculations.
Email notifications to your limited partners, or post them directly to the Investor Portal.
Manage your client's portfolio, including securities, quarter-end revaluations, cap tables, and financials.
Generate quarterly reports, capital account statements, call and distribution notices, and more.
Seamlessly integrate with popular general ledgers like Intuit QuickBooks, Oracle NetSuite, and SAP Business One.
A powerful reporting platform that delivers the transparency that LPs expect with an engaging and immersive investor experience.
Present a summary of fund and co-investments with rich data visualizations.
Let investors drill down into deals to fully understand performance and assess risk.
Send call and distribution notifications, capital account statements, and quarterly reports.
Provide a centralized document repository for accessing investment and tax documents.
Let LPs update investor entities, notification preferences, and KYC documents.
Provide the same immersive experience on smartphones and tablets.
Our Fund Administrators Software provides a modern, data-driven, and streamlined approach to fund admin services while enabling investors to make informed decisions and invest with ease.
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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 fund administration, 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.
Fund administration is complicated.
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