Relevant EquityWorks

6.1easy start · #15 of 30
in Fund Administration Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on Web.

Relevant EquityWorks is ranked #15 of 30 in fund administration software on The Geeks Club. 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: No
Investor portal: Yes
Capital account tracking: Yes
NAV workflows: Yes
Allocation waterfalls: Yes
Capital call workflows: Yes

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The record

Purpose: Relevant EquityWorks combines capital raising, fund accounting, and investor portal tools in one platform for private fund professionals.
Fund accounting: Its fund accounting tools manage investors, fund structures, capital activity, portfolio investments, waterfalls, and investor reporting.
Investor reporting: The platform generates investor, regulatory, and ILPA formatted reports from connected fund data.
Capital raising: The Capital Raising Portal supports offerings galleries, LP onboarding, KYC/AML checks, and subscription processing.
E-signatures: The Capital Raising Portal includes integrated DocuSign e-signatures for subscription workflows.
Integrations: The platform lists QuickBooks, NetSuite, Sage, Microsoft Dynamics, SAP Business One, and Flex as general ledger connections.
Hosting: The fund accounting page says the portals are deployed on a dedicated AWS private cloud maintained and monitored by Relevant’s DevOps team.
Security: The site states that investor data is encrypted at rest and in transit and protected by role-based permissions and multi-factor authentication.
Privacy and compliance: Its privacy policy describes coverage under GLBA/Regulation S-P, Massachusetts 201 CMR 17.00, CPRA, and EU and UK GDPR.
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.
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.
Support: Every subscription includes onboarding, implementation, and ongoing support from a dedicated team; implementation scope varies by tier and firm complexity.
Company history: The company page says CEO Ray Haarstick started Relevant in 1986 and describes more than 30 years of work serving private funds.
Headquarters: Waltham, Massachusetts, United States

Where it ranks on The Geeks Club

Best Fund Administration Software in 2026#15 of 30

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Sources

relevantequityworks.com· checked 5 Oct 2026
relevantequityworks.com/platform/fund-accounting-software/· checked 5 Oct 2026
relevantequityworks.com/platform/capital-raising-portal/· checked 5 Oct 2026
relevantequityworks.com/platform/investor-portal/· checked 5 Oct 2026
relevantequityworks.com/privacy/· checked 5 Oct 2026
relevantequityworks.com/platform/subscriptions/· checked 5 Oct 2026
relevantequityworks.com/about/team/· checked 5 Oct 2026