aama.io From $1,500/mo 8.2 Visit Relevant EquityWorks
relevantequityworks.com
Spec sheet
- Purpose
- Relevant EquityWorks combines capital raising, fund accounting, and investor portal tools in one platform for private fund professionals.Read 5 Oct 2026 · relevantequityworks.com
- Integrations
- The platform lists QuickBooks, NetSuite, Sage, Microsoft Dynamics, SAP Business One, and Flex as general ledger connections.Read 5 Oct 2026 · relevantequityworks.com
- Security
- The site states that investor data is encrypted at rest and in transit and protected by role-based permissions and multi-factor authentication.Read 5 Oct 2026 · relevantequityworks.com
- Support
- Every subscription includes onboarding, implementation, and ongoing support from a dedicated team; implementation scope varies by tier and firm complexity.Read 5 Oct 2026 · relevantequityworks.com
- Headquarters
- Waltham, Massachusetts, United StatesRead 28 Sep 2026 · relevantequityworks.com
- Capital raising
- The Capital Raising Portal supports offerings galleries, LP onboarding, KYC/AML checks, and subscription processing.Read 5 Oct 2026 · relevantequityworks.com
- Company history
- The company page says CEO Ray Haarstick started Relevant in 1986 and describes more than 30 years of work serving private funds.Read 5 Oct 2026 · relevantequityworks.com
- E-signatures
- The Capital Raising Portal includes integrated DocuSign e-signatures for subscription workflows.Read 5 Oct 2026 · relevantequityworks.com
- Fund accounting
- Its fund accounting tools manage investors, fund structures, capital activity, portfolio investments, waterfalls, and investor reporting.Read 5 Oct 2026 · relevantequityworks.com
- Hosting
- The fund accounting page says the portals are deployed on a dedicated AWS private cloud maintained and monitored by Relevant’s DevOps team.Read 5 Oct 2026 · relevantequityworks.com
- Investor portal
- LPs can access capital accounts, performance information, documents, communications, and multi-client advisor views through the Investor Portal.Read 5 Oct 2026 · relevantequityworks.com
- Investor reporting
- The platform generates investor, regulatory, and ILPA formatted reports from connected fund data.Read 5 Oct 2026 · relevantequityworks.com
- Privacy and compliance
- Its privacy policy describes coverage under GLBA/Regulation S-P, Massachusetts 201 CMR 17.00, CPRA, and EU and UK GDPR.Read 5 Oct 2026 · relevantequityworks.com
- 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.Read 5 Oct 2026 · relevantequityworks.com
- 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.Read 5 Oct 2026 · relevantequityworks.com
Plans and prices
Enterprise (Tier 1) Priced on request Full feature set across all three products · Supports multi-fund structures, complex waterfalls, and advanced ILPA reporting Read 5 Oct 2026 · relevantequityworks.com
Growth (Tier 2) Priced on request Mid-market firms scaling their operations · Feature depth varies by tier Read 5 Oct 2026 · relevantequityworks.com
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 Read 5 Oct 2026 · relevantequityworks.com
Where Specifiction places it
- Property Investment Management Software#15 of 306.7
- Fund Administration Software#27 of 306.7
