Private Equity Software

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

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 Reporting, Fund Raising & Investor Relations, and Investment & Monitoring.

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