Tech riderRev. 5 Oct 2026

Relevant EquityWorks

Ch 156.3of 30 Fund Administration Software

1Runs onWeb
2CostsNot stated by the maker
3Investor portalYes
4Capital account trackingYes
5NAV workflowsYes
6Allocation waterfallsYes
7Capital call workflowsYes

6 lines stated Written from the maker's own pages: relevantequityworks.com

Visit site Alternatives

Overview

Relevant EquityWorks is ranked #15 of 30 in fund administration software on Specifiction. It runs on Web. There is no free plan.

Relevant EquityWorks plans and pricing

All plans

Starter Funds (Tier 3) Not published Core features across Capital Raising Portal, Fund Accounting, and Investor Portal · Built for emerging managers and simpler fund requirements relevantequityworks.com · 5 Oct 2026

Growth (Tier 2) Not published Mid-market firms scaling their operations · Feature depth varies by tier relevantequityworks.com · 5 Oct 2026

Enterprise (Tier 1) Not published Full feature set across all three products · Supports multi-fund structures, complex waterfalls, and advanced ILPA reporting relevantequityworks.com · 5 Oct 2026

Compared on fund administration software

Free plan: Norelevantequityworks.com
Investor portal: Yesrelevantequityworks.com
Capital account tracking: Yesrelevantequityworks.com
NAV workflows: Yesrelevantequityworks.com
Allocation waterfalls: Yesrelevantequityworks.com
Capital call workflows: Yesrelevantequityworks.com

Facts

Purpose: Relevant EquityWorks combines capital raising, fund accounting, and investor portal tools in one platform for private fund professionals.relevantequityworks.com · 5 Oct 2026
Fund accounting: Its fund accounting tools manage investors, fund structures, capital activity, portfolio investments, waterfalls, and investor reporting.relevantequityworks.com · 5 Oct 2026
Investor reporting: The platform generates investor, regulatory, and ILPA formatted reports from connected fund data.relevantequityworks.com · 5 Oct 2026
Capital raising: The Capital Raising Portal supports offerings galleries, LP onboarding, KYC/AML checks, and subscription processing.relevantequityworks.com · 5 Oct 2026
E-signatures: The Capital Raising Portal includes integrated DocuSign e-signatures for subscription workflows.relevantequityworks.com · 5 Oct 2026
Integrations: The platform lists QuickBooks, NetSuite, Sage, Microsoft Dynamics, SAP Business One, and Flex as general ledger connections.relevantequityworks.com · 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.relevantequityworks.com · 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.relevantequityworks.com · 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.relevantequityworks.com · 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.relevantequityworks.com · 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.relevantequityworks.com · 5 Oct 2026
Support: Every subscription includes onboarding, implementation, and ongoing support from a dedicated team; implementation scope varies by tier and firm complexity.relevantequityworks.com · 5 Oct 2026
Company history: The company page says CEO Ray Haarstick started Relevant in 1986 and describes more than 30 years of work serving private funds.relevantequityworks.com · 5 Oct 2026