Information Request

To request Relevant Equity Systems product literature or to schedule a call with one of our sales representatives, call us at +1.781.250.4000, or complete the following form and we'll promptly contact you to discuss your requirements and our product offerings in more detail.

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
-Portpolio Management
-Internal & Quarterly Reporting
-Tax & Audit Compliance

Mid Office

-Portfolio Analysis
-Data Mining

Contact me to discuss an Operations Training class:

-Private Equity Orientation & Boot Camp
-Optimizing the Front Office
-Streamlining the Back Office
-Introducing the Mid Office

Contact me to discuss a Portfolio Analysis & Consulting engagement:

Strategic
-Strategic Planning, Corp Gov & Methodology
-Partnership Terms & Conditions
-Branding: Establishing & Refining your Firm's Image

Operational
-Operations Review, Assessment & Diagnosis
-GAP Analysis: Reconciling your Business Processes with Relevant's Systems
-Setting-up your Back & Mid Offices -A Road Map

Performance Measurement & Reporting
-Portfolio Review, Assessment & Diagnosis
-Setting-up your Exit Strategies Program -A Road Map

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