Private Equity Software

Real-time visibility into the firm’s most critical processes.

Complex PE fund structures and sophisticated waterfalls? No sweat! Relevant has you covered!

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The Private Equity Software you need to manage investors, fund structures, and portfolio company holdings.

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Relevant EquityWorks - Private Equity Software Solution

Our Private Equity software solution is for customers with:

  • Dozens, even hundreds of investors
  • Fund structures with:
    • Feeder funds, parallel vehicles, and/or blockers
    • Management fee waivers
    • Recallable capital
    • More complex waterfalls (even with side letters, share classes, and opt-outs)
  • Six to ten portfolio company investments per fund characterized by:
    • A single round to acquire the portfolio company, with earn-outs included
    • Securities owned by founders, option pools, co-investments, and other PE firms
    • Preferred, common, warrant, option, convertible debt, debenture, and bridge loan securities

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Software for your:

Fund Raising Portal Fund Accounting Investor Reporting Portal

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