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.
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.
Relevant EquityWorks - Powerful Software for Private Funds