Add-in Components

Add-in Components expand the functionality of the Core Modules of Relevant EquityWorks.

Advanced Debt

The Advanced Debt add-in component empowers you to tailor a note for a given opportunity.

Compliance

The Compliance add-in component ensures that your team is applying the latest corporate governance standards to your firm’s operations.

Fund of Funds

The Fund of Funds (FoFs) add-in component models partnerships that commit to underlying funds. Typically used by FoFs and families that invest in third-party funds, this functionality is also quite popular for modeling GP Pools.

Fund Selection for Fund of Funds/Families

The Fund Selection add-in component simplifies the process of choosing third-party funds. It records incoming PPMs, their terms and your investment team’s analysis, while displaying active opportunities in the Fund Selection Pipeline.

Mid-office Analytics

The Mid-office Analytics add-in component enables your team to instantly envision the performance of a fund in a dynamic 3-D chart.

Waterfall Obligations

The Waterfall Obligations add-in component keeps your team focused on building value and finding exits by demystifying the payoffs that need to be made before carried interest becomes available. When exiting investments, you can determine how many “chits” you can pay down under different theoretical exit prices.