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Relevant EquityWorks | Software | Investor Management
Helps private equity fund managers improve investor onboarding, engagement, communication, and reporting processes.
Investors can self-accredit, upload compliance documents, and upload contact details.
An immersive Investor Portal experience provides investors with timely information about their investments.
Provide investors with a centralized document repository for accessing their investment and tax documents .
LPs can even update their investor entities, notification preferences, and KYC — Know Your Customer data.
Our centralized platform manages the entire capital raising lifecycle, from onboarding investor data, including their entities and KYC authentication documents, to closing the deal with signed subscription agreements, which offloads your fund accounting team.
Share fund and direct offerings like properties or portfolio companies.
Invite and accredit new prospects to your community.
Present fund and direct investments, then allow investors to commit with a few clicks.
Onboard and verify the identity of your investors, ensure their documents are never out of date.
Collect signed PPMs and subscription agreements.
Reduce fraud by routing applications to multiple individuals for approval.
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Essential tools for every back office.
Manage investors and their entities, contacts, and investments.
Email call and distribution letters, and provide ongoing fund notifications.
Manage fund and direct investments, and generate quarterly reports.
Boost confidence by providing an immersive investor portal experience where LPs can drill down to explore investment performance and assess risk.
Present an interactive summary of fund and direct investments.
Let LPs modify their investor entities, contacts, and notification preferences, including uploading their latest KYC identification documents.
Provide a centralized repository for investment and tax documents.
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Relevant EquityWorks stands out from other platforms with a unique combination of:
Our platform utilizes cutting-edge technologies and a secure, cloud-based infrastructure that ensures 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. It provides investors with an immersive experience, allowing them to explore fund and direct investments, commit capital, track performance, and receive regular updates on their portfolio.
With decades of experience in investor management software, our team of experts is well-equipped to provide guidance and support at every stage of the investment lifecycle.
Unlike traditional PDF-driven document repositories, our Investor Portal lets investors dive deep into their fund and direct investments, providing a better understanding of performance and helping to assess risk.
Our Fund Manager Software is built on top of modern accounting systems that provide robust reporting and analysis capabilities, ensuring that your funds are managed efficiently and effectively.
Investor management is complicated.
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