Demo Request

Discover how much easier your life will be with the right system, smoother operations, and insightful portfolio analysis. Call us at +1.781.250.4000 or provide the following information to arrange a one-on-one demonstration of Relevant EquityWorks.

Name:

Title:

Company:

Address:

Address 2:

City:

State:

Zip/Postal Code:

Country:

Phone Number:

Fax Number:

Email Address:

Please schedule an Internet Demonstration of:

Relevant EquityWorks – our turn-key system

Relevant CRM – our web-based Front Office system

During my Demo, I'd like to cover the following areas:

Front Office

-Fund Raising
-Deal Management
-Investor Relations
-Contact Management

Back Office

-Fund Administration
-Portfolio Management
-Internal & Quarterly Reporting
-Tax & Audit Compliance

Mid Office

-Portfolio Analysis
-Data Mining

Please call. I have some specific questions.

Comments:

I'd like Relevant to know the following about my firm:

Fund Type(s):

Venture Capital

Buy Out

Private Equity

Mezzanine

Fund of Funds

Number of Funds:

We currently track our data with:

Excel

Access

Outlook

Other:

We are looking for a Private Equity system, Operations Training class or Portfolio Analysis engagement in the following time frame:

0-3 months

3-6 months

6+ months