Relevant Applications for

Relevant Applications for

Investment & Monitoriing

Invest, build, exit your deals. Repeat.

Your investment teams shouldn’t feel left out. We have applications for them too!

 

 

Deal Management.

Record due diligence and manage your pipeline of investment opportunities.

  • Onboard deals with ease
  • Manage your pipeline of active opportunities
  • Access data on the run with Relevant Mobile
Relevant EquityWorks - Deal Management Application See where it fits in the
Relevant EquityWorks platform

 

 

Relevant EquityWorks - Portfolio Management Application

Relevant EquityWorks - Portfolio Management Reports

 

 

Portfolio Management.

Manage every aspect of your holdings.

  • Record for each portfolio company or property investment
    • Securities used
    • Quarter-end revaluations
    • Capitalization/shareholder tables
    • Pro-rata waterfall allocations
      • To support special terms, pick-up the Waterfall Obligations add-in
  • Generate more than 30 reports that roll-up the portfolio (including cost, market value, IRR, holding period, etc.)
Relevant EquityWorks - Portfolio Management Application See where it fits in the
Relevant EquityWorks platform

 

 

Monitoring Portal.

Upload financials and KPIs directly into your Relevant EquityWorks platform.

  • Issue accounts and passwords to your portfolio companies and/or properties
  • Generate investment profile reports with the latest numbers
  • Monitor progress in your dashboard
Relevant EquityWorks - Monitoring Portal See where it fits in the
Relevant EquityWorks platform

 

 

Relevant Mobile.

Access Relevant EquityWorks data from anywhere, on practically anything: everyday phones, tablets and browsers.

  • Look up companies, contacts, past interactions
  • Manage your pipeline of opportunities
  • Dictate meeting notes
Relevant Mobile See where it fits in the
Relevant EquityWorks platform

 

 

CRM/Contact Management.

Replace your cumbersome CRM with one that's been designed just for Private Equity professionals.

  • Track companies, contacts and events like meetings, emails and calls.
  • Create mailing lists and send email blasts for every occasion (like announcements, newsletters, holiday greetings)
  • Integrate with Microsoft Outlook
    • Emails, contacts, reminders and tasks
Relevant EquityWorks - Contact Management Application See where it fits in the
Relevant EquityWorks platform

 

Ready to learn more? Let us show you how.