Relevant EquityWorks
The facts below are what the maker publishes about Relevant EquityWorks, checked and dated. Our editors have not written about it yet.
Plans and prices
From Relevant EquityWorks's own pricing page, checked 5 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Enterprise (Tier 1) | Priced on request | Full feature set across all three products · Supports multi-fund structures, complex waterfalls, and advanced ILPA reporting |
| Growth (Tier 2) | Priced on request | Mid-market firms scaling their operations · Feature depth varies by tier |
| Starter Funds (Tier 3) | Priced on request | Core features across Capital Raising Portal, Fund Accounting, and Investor Portal · Built for emerging managers and simpler fund requirements |
The facts
Each one read from Relevant EquityWorks's own pages, with the date it was checked.
What it does
- Capital raising
- The Capital Raising Portal supports offerings galleries, LP onboarding, KYC/AML checks, and subscription processing.checked 5 Oct 2026
- E-signatures
- The Capital Raising Portal includes integrated DocuSign e-signatures for subscription workflows.checked 5 Oct 2026
- Fund accounting
- Its fund accounting tools manage investors, fund structures, capital activity, portfolio investments, waterfalls, and investor reporting.checked 5 Oct 2026
- Hosting
- The fund accounting page says the portals are deployed on a dedicated AWS private cloud maintained and monitored by Relevant’s DevOps team.checked 5 Oct 2026
- Integrations
- The platform lists QuickBooks, NetSuite, Sage, Microsoft Dynamics, SAP Business One, and Flex as general ledger connections.checked 5 Oct 2026
- Investor portal
- LPs can access capital accounts, performance information, documents, communications, and multi-client advisor views through the Investor Portal.checked 5 Oct 2026
- Investor reporting
- The platform generates investor, regulatory, and ILPA formatted reports from connected fund data.checked 5 Oct 2026
- Privacy and compliance
- Its privacy policy describes coverage under GLBA/Regulation S-P, Massachusetts 201 CMR 17.00, CPRA, and EU and UK GDPR.checked 5 Oct 2026
- Purpose
- Relevant EquityWorks combines capital raising, fund accounting, and investor portal tools in one platform for private fund professionals.checked 5 Oct 2026
- Security
- The site states that investor data is encrypted at rest and in transit and protected by role-based permissions and multi-factor authentication.checked 5 Oct 2026
- Subscription terms
- Subscriptions are tiered by firm size, fund complexity, and reporting requirements, and the site directs visitors to contact sales for tier-specific pricing.checked 5 Oct 2026
- Support
- Every subscription includes onboarding, implementation, and ongoing support from a dedicated team; implementation scope varies by tier and firm complexity.checked 5 Oct 2026
- Who it serves
- The platform is built for GP firms managing private equity, venture capital, real estate, and private debt funds, as well as fund administrators and RIAs.checked 5 Oct 2026
The company
- Company history
- The company page says CEO Ray Haarstick started Relevant in 1986 and describes more than 30 years of work serving private funds.checked 5 Oct 2026
- Headquarters
- Waltham, Massachusetts, United Stateschecked 28 Sep 2026
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