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 EquityWorks - Portfolio Management Application
Manage every aspect of your holdings with the Portfolio Management application


  • Model investments in equity and debt securities
  • Record quarter-end revaluations
  • Track rounds and shareholders
  • Monitor performance of your assets
Relevant EquityWorks - Portfolio Management Application See where it fits in the
Relevant EquityWorks platform


Looking to save even more time? Check-out a Relevant EquityWorks platform to drive efficiency throughout your entire firm.


Ready to learn more? Let us show you how.