Relevant EquityWorks™
Relevant’s flagship product, Relevant EquityWorks, is the industry’s premier private equity software solution. Using Relevant EquityWorks, you can automate your core business processes, such as private equity fund administration and fund accounting, along with streamlining your investor relations and quarterly reporting. |
| Quick Access to Centralized Data |
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Stores all company data in a fast, secure, easily accessible database, eliminating individually-owned spreadsheets and disparate islands of data. |
| Professional Fund Raising Campaigns |
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Moves prospective private equity LPs through the commitment process systematically, while the Fund Raising Scoreboard provides unmatched clarity on progress to date. |
| “Best in Class,” Time-proven Fund Administration |
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Models the most complex private equity fund structures and capital accounts, while providing you with instant visibility into IRRs, waterfall obligations and other metrics. |
| Detailed, Stylish LP Correspondence |
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Generates itemized call and distribution letters, and industry-standard quarterly reports, to build strong rapport with your investors. |
| Smart Deal Management |
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Captures incoming private equity deals and related due diligence and provides a concise, graphical Deal Pipeline to monitor private equity deal flow. |
| Deliberate, Waterfall-driven Portfolio Management |
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Delivers instant visibility into portfolio holdings, and past, current and projected valuations. |
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Creates a sense of urgency by demystifying the obstacles to receiving carried interest. (e.g., waterfall obligations) |
| Maximized Profits |
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Supports exit strategies to sell off assets at their peak value. |
| Enhanced Track Record & Reputation |
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Takes your private equity firm to another level of sophistication and fund performance, while enhancing LP relationships. |
Relevant CRM™
Relevant CRM is Relevant’s pure, front-office private equity solution. With this web-based, private equity CRM system, your team has a wide range of tools at their fingertips to perform and share in all Deal Management, Fund Raising, and Contact Management activities. |
| Prospective LP Identification and Qualification |
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Imports Investor details from leading sources, while complying with local securities regulations. |
| Professional Fund Raising Campaigns |
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Moves prospective LPs through the commitment process systematically, while tracking all conversations, issued PPMs, and next steps. |
| Fully Integrated Contact Management |
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Integrates with Microsoft Exchange and Outlook seamlessly, enabling fast and easy sharing of contacts, reminders, and emails. |
| Time-saving Form Letters |
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Produces frequently-used form letters (e.g., annual meetings, responses), enabling you to focus on more important tasks. |
| Subscription Agreement Contacts |
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Assigns LP employees and third-party contacts to your fund’s mailing lists (e.g., Calls, Distributions, Financials). |
| Answers to LP Fund & Portfolio Questions |
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Provides fast and easy access to on-screen Capital Accounts enabling you to respond quickly to LP inquiries and build a strong rapport with your investors. |
| Real-time, Web-based Reporting |
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Ensures 24/7 access to ongoing private equity fund correspondence (e.g., closing documents, call & distribution letters, quarterly reports, tax forms). |
Relevant Private Equity Services
Contributing to our customers’ success is our number one priority. We don’t just sell you a private equity software system, we provide an array of client services that complement our products, enhance your operations, and help you achieve your IRR goals. From system implementation and end-user training to professional consulting and ongoing 24/7 customer support, our value-added services reflect our commitment to helping you attain true success in a highly competitive marketplace. |
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