Relevant EquityWorks gives its PE customers the granularity they need to properly model their investors, fund structures, and portfolio company holdings. Take a moment to explore how all your teams can benefit from Relevant EquityWorks: Fund Accounting, Investor ReportingFund Raising & Investor Relations, and Investment & Monitoring.

Relevant EquityWorks - Private Equity Platform

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