Relevant Application

Relevant Application

Portfolio Management


Invest, build, exit your deals. Repeat.


Use the Portfolio Management application to manage every aspect of your holdings.

From the moment you invest, through quarterly revaluations of your securities, to final exit and common waterfall allocations, we've got you covered. Along the way, your portfolio companies and properties can upload financials and KPIs to our Monitoring Portal.


Relevant Portfolio Management Application Relevant EquityWorks Platform
Portfolio Management application on its own Within the Relevant EquityWorks platform



  • Model investments in equity and debt securities
  • Record quarter-end revaluations
  • Track rounds and shareholders
  • Monitor performance of your assets


The Portfolio Management application can also sit within the more robust Relevant EquityWorks platforms, which drive efficiency and scalability throughout your firm.


Ready to learn more? Let us show you how.