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On the recordRead 5 Oct 202615 facts
Relevant EquityWorks
Waltham, Massachusetts, United States
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
On the record
- Capital raising
- The Capital Raising Portal supports offerings galleries, LP onboarding, KYC/AML checks, and subscription processing.relevantequityworks.com · read 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 · read 5 Oct 2026
- E-signatures
- The Capital Raising Portal includes integrated DocuSign e-signatures for subscription workflows.relevantequityworks.com · read 5 Oct 2026
- Fund accounting
- Its fund accounting tools manage investors, fund structures, capital activity, portfolio investments, waterfalls, and investor reporting.relevantequityworks.com · read 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 · read 5 Oct 2026
- Integrations
- The platform lists QuickBooks, NetSuite, Sage, Microsoft Dynamics, SAP Business One, and Flex as general ledger connections.relevantequityworks.com · read 5 Oct 2026
- Investor portal
- LPs can access capital accounts, performance information, documents, communications, and multi-client advisor views through the Investor Portal.relevantequityworks.com · read 5 Oct 2026
- Investor reporting
- The platform generates investor, regulatory, and ILPA formatted reports from connected fund data.relevantequityworks.com · read 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 · read 5 Oct 2026
- Purpose
- Relevant EquityWorks combines capital raising, fund accounting, and investor portal tools in one platform for private fund professionals.relevantequityworks.com · read 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 · read 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 · read 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 · read 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 · read 5 Oct 2026
