Relevant EquityWorks™

The Time-proven Private Equity Software Solution

As the industry’s premier private equity software solution, Relevant EquityWorks helps you streamline your front-, middle-, and back-office operations, better administer your private equity funds, and maximize return on your portfolio investments.

Six key software modules form the foundation of the Relevant EquityWorks private equity solution. They automate core business processes, such as private equity fund administration and fund accounting, along with various work tasks. Numerous add-in components and optional software products extend core functionality, enabling you to tailor Relevant EquityWorks to the unique requirements of your private equity firm.

To see the full breath of Relevant EquityWorks private equity core modules, add-in components and optional products, launch the Flash demonstration now.

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Relevant EquityWorks Private Equity Modules

Private Equity Fund Administration
The Fund Administration module empowers you to model the most complex private equity fund structures and capital accounts, enabling you to better record partnership activity and deliver informative fund correspondence. You also gain instant visibility into your funds’ IRRs, waterfall obligations, and other key metrics, which helps you to better monitor fund performance.

Portfolio Management
The Portfolio Management module arms you with all the core transaction processing, reporting and analysis tools you need to more effectively manage your investments, while preparing deliberate, waterfall-driven exit strategies. You also gain instant clarity into portfolio company valuations, shareholder tables, financials and other monitoring tools.

Deal Management
The Deal Management module simplifies your entire deal management process from tracking pre-deal conversations, to collecting and processing deal flow, to holding more efficient approval meetings. Team members are freed from tedious tasks to focus on more profitable activities such as increasing value and planning timely and profitable exits.

Fund Raising and Investor Relations
The Fund Raising & Investor Relations module takes your marketing, fund raising, and investor relations activities to a new level of professionalism and efficiency. With tightly integrated investor tracking and contact management tools, you can perform proficient marketing and systematic fund raising campaigns while quickly responding to LP inquiries.

Contact Management
The Contact Management module increases your entire firm’s productivity by providing a common area to store contacts, your interactions with them, and even copies of the letters and emails you’ve sent. You can also share contacts, reminders and email with Microsoft Outlook, so your calendar and handheld are always current.

Reporting
The Reporting module sets the gold standard for Private Equity reporting. With a library of over 100 best practices reports and dynamic formatting tools, you gain instant clarity into your internal operations and the ability to generate professional-looking quarterly reports. With our time-saving Web-based Reporting product, you can provide LPs with 24/7 access to fund correspondence. You can also enhance your fund raising capabilities by posting PPMs and other fund due diligence to secure web folders for each prospective LP.

Relevant Equity Systems

Relevant Equity Systems delivers dynamic, time-proven solutions to address the myriad challenges of the Private Equity community. From day one, we’ve worked shoulder to shoulder with some of the most influential and progressive firms in the industry. Our software products reflect this through a deep and functionally rich feature set, and an intuitive design and user experience. We complement our products with highly focused professional services that help your business gain that all-important competitive edge. Our mission is clear. We bring unmatched clarity to every facet of your organization… your operations, your correspondence, your quarterly reports, your decision making… so you can achieve superior performance.