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Relevant EquityWorks | Solutions | Private Debt
Originate and administer more loans with ease with our private debt software, designed to handle private debt modeling (including single and multi-tranche loans), private lending, and other aspects of private debt management.
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 platform that streamlines the entire capital raising lifecycle, saving private debt firms time and resources while maximizing fundraising potential.
Share your latest fund and debt 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Onboard and verify the identity of your investors and ensure their documents are never out of date.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 tools private debt firms need to simplify back-office operations and generate transparent investor reports, providing investors with the insights they need to make informed investment decisions.
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.
Invest in single- or multi-tranche loans, and manage debt schedules, 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 secure access to critical information, enhances transparency, and streamlines communication for stronger investor relationships, informed decision-making, and efficient operations.
Present a summary of fund and direct loan 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.
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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 private debt 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.
Private debt is complicated.
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