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Relevant EquityWorks | Platform | Capital Raising Portal
Streamline the private equity fundraising process, enhancing investor relationships by simplifying investor onboarding, reducing administrative burdens, and elevating transparency and KYC compliance.
Our portal offers a secure, transparent, and efficient environment for raising private capital, featuring robust tools for presenting compelling investment opportunities, signing subscription agreements, and ensuring KYC compliance throughout the investment lifecycle.
Raise funds faster and easier than ever before.
Our private equity fundraising software lets you present compelling investment opportunities where prospects explore, evaluate, and invest. As investors onboard, automate KYC verifications and subscription approvals.
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Tell your upcoming deal's unique story, then publish it with a click.
Extend your website with a page to showcase current investment opportunities.
Let prospects review the details of a deal, so you can have more informed conversations.
Investors can effortlessly commit, re-accredit, refresh KYC identification docs, and sign documents in a few clicks.
As applications roll in, your team can review and approve subscription agreements.
After acceptance, provide investors with an immersive investor portal experience.
Present deals in the best light by creating a stunning web page with our signature offering templates.
Pour in your content, including investment details, financial highlights, expected returns, images, the location, and upload sample investment and offering documents.
Determine how much to raise, compliance policies, and acceptable investor entity types, then upload any required documentation that needs to be signed.
Provide a dedicated space on your website to showcase current investment opportunities.
Engage your investor community and attract new prospects by presenting deals in an organized, accessible manner, encouraging exploration and investment.
Elevate your investment opportunities with a clean, straightforward design.
Share detailed strategies, financial insights, and essential documents with prospective investors, facilitating informed discussions and streamlined funding.
Designed for ease and security. Accredited investors can swiftly commit funds, update KYC documentation, and sign necessary documents, all within a few clicks.
Our integrated Contract Management (CLM) software allows investors to re-accredit, use DocuSignTM to sign suitability questionnaires and tax documentation (such as W-9s and FATCA Form 8957), and upload their KYC authentication documents (like a driver's license or passport) with ease.
Efficiently manage incoming applications, allowing our Investor Relations team to review and approve subscription agreements promptly.
Investment submissions have all the required materials in one place, including links to e-signature documents, KYC verifications, and contact details.
Route applications to multiple individuals, including your outside counsel, for dual custody approvals.
After investor acceptance, our platform offers an immersive Investor Portal experience featuring detailed performance reporting.
Investors gain access to an intuitive dashboard that provides insights into fund and direct investment performance, capital calls, and distributions, fostering transparency and ongoing engagement.
Users can drill down into holdings and explore performance data.
They can also retrieve capital call and distribution notifications, capital account statements, K-1s, and quarterly reports from our Document and Tax Center repositories.
What sets our platform apart is a unique blend of cutting-edge technology, user-centric design, and expert support.
Our Capital Raising Portal is not just a tool but a comprehensive ecosystem that supports your fundraising efforts from start to finish, backed by decades of industry experience and a commitment to excellence.
Utilizes cutting-edge technologies and a secure, cloud-based infrastructure that provides quick access to your current offerings from anywhere in the world, on any computer or mobile phone.
Tells your unique story about each fund or direct investment opportunity. Then, provide investors with an easy way to explore fund and direct investments, commit capital, track performance, and receive regular updates on their portfolio.
Leverage our Docusign CLM to e-sign suitability questionnaires, W-9s, offering documents, and subscription agreements.
Enjoy a responsive interface that adapts to different devices and screen sizes.
Reap the benefits of our decades of experience in private equity investing. Our team of experts is well-equipped to provide guidance and support at every stage of the investment lifecycle.
Tell your unique story, onboard investors, and exceed expectations with Relevant EquityWorks.