Relevant EquityWorks for General Partners at…

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					     Relevant EquityWorks for General Partners
     at Private Equity/Buyout Firms
                                                                                                                    OVERVIEW


                                    Are you serious about expanding your private equity business without
                                    building an empire of professionals?
                                        With Relevant’s solutions, your teams accomplish more with less
                                    effort, while management gains exceptional visibility into operations and
                                    unmatched clarity on complex issues.

                                                                                                                    BENEFITS

     Quick Access to                ✔ Stores all company data in a fast, secure, easily accessible database,
     Centralized Data                  eliminating individually-owned spreadsheets and disparate islands of data.


     Professional Fund Raising      ✔ Moves prospective LPs through the commitment process systematically, while the
     Campaigns                         Fund Raising Scoreboard provides unmatched clarity on progress to date.


     “Best in Class,” Time-proven   ✔ Models the most complex fund structures and capital accounts, while providing
     Fund Administration               you with instant visibility into IRRs, waterfall obligations and other metrics.


     Detailed, Stylish              ✔ Generates itemized call and distribution letters, and industry-standard quarterly reports,
     LP Correspondence                 to build strong rapport with your investors.


     Smart Deal Management          ✔ Captures incoming deals and related due diligence and provides a concise,
                                       graphical Deal Pipeline to monitor deal flow.


     Deliberate, Waterfall-driven   ✔ Delivers instant visibility into portfolio holdings, and past, current and projected valuations.
     Portfolio Management           ✔ Creates a sense of urgency by demystifying the obstacles to receiving carried interest.
                                       (e.g., waterfall obligations)


     Maximized Profits              ✔ Supports exit strategies to sell off assets at their peak value.

     Enhanced Track Record          ✔ Takes your firm to another level of sophistication and fund performance,
     & Reputation                      while enhancing LP relationships.




                                                                                    Relevant Equity Systems, Inc.   781.250.4000 tel
                                                                                    890 Winter Street               sales@ relevant.us email
Page 1 of 3                                                                         Waltham, MA 02451 USA           www.relevant.us web
     Relevant EquityWorks for General Partners
     at Private Equity/Buyout Firms
                                                                                                                       MODULES



CORE           Fund Administration                                                Fund Raising & Investor Relations
MODULES        The Fund Administration module empowers you to model               The Fund Raising & Investor Relations module takes your
               the most complex fund structures and capital accounts,             marketing, fund raising, and investor relations activities to
               enabling you to better record partnership activity and             a new level of professionalism and efficiency. With tightly
               deliver informative fund correspondence. You also gain             integrated investor tracking and contact management
               instant visibility into your funds’ IRRs, waterfall obligations,   tools, you can perform proficient marketing and systematic
               and other key metrics, which helps you to better monitor           fund raising campaigns while quickly responding to LP
               fund performance.                                                  inquiries.

               Portfolio Management                                               Contact Management
               The Portfolio Management module arms you with all the              The Contact Management module increases your entire
               core transaction processing, reporting and analysis tools          firm’s productivity by providing a common area to store
               you need to more effectively manage your investments,              contacts, your interactions with them, and even copies
               while preparing deliberate, waterfall-driven exit strategies.      of the letters and emails you’ve sent. You can also share
               You also gain instant clarity into portfolio company               contacts, reminders and email with Microsoft Outlook,
               valuations, shareholder tables, financials and other               so your calendar and handheld are always current.
               monitoring tools.
                                                                                  Reporting
               Deal Management                                                    The Reporting module sets the gold standard for Private
               The Deal Management module simplifies your entire                  Equity reporting. With a library of over 100 best practices
               deal management process from tracking pre-deal                     reports and dynamic formatting tools, you gain instant
               conversations, to collecting and processing deal flow,             clarity into your internal operations and the ability to
               to holding more efficient approval meetings. Team                  generate professional-looking quarterly reports.
               members are freed from tedious tasks to focus on                   With our time-saving Web-based Reporting product, you
               more profitable activities such as increasing value                can provide LPs with 24/ 7 access to fund correspondence.
               and planning timely and profitable exits.                          You can also enhance your fund raising capabilities by
                                                                                  posting PPMs and other fund due diligence to secure
                                                                                  web folders for each prospective LP.




                                                                                       Relevant Equity Systems, Inc.   781.250.4000 tel
                                                                                       890 Winter Street               sales@ relevant.us email
Page 2 of 3                                                                            Waltham, MA 02451 USA           www.relevant.us web
     Relevant EquityWorks for General Partners
     at Private Equity/Buyout Firms
                                                                                                                              MODULES



ADD-IN         Advanced Debt                                                          Fund Selection (for Fund of Funds/Families)
COMPONENTS     The Advanced Debt add-in component empowers you to                     The Fund Selection add-in component simplifies the process
               tailor a note for a given opportunity.                                 of choosing third-party funds. It records incoming PPMs, their
               When negotiating a deal, your team can customize parameters            terms and your investment team’s analysis, while displaying
               of a debt investment and see its expected profitability and            active opportunities in the Fund Selection Pipeline.
               IRR. After investment, you can record principal and interest           Mid-office Analytics
               payments, and specialized fees (e.g., origination, late,               The Mid-office Analytics add-in component enables your team to
               termination). At any time, you can generate a debt schedule            instantly envision the performance of a fund in a dynamic 3-D chart.
               and Microsoft Word-based invoices.
                                                                                      Partner Attribution
               Compliance                                                             The Partner Attribution add-in component gathers realized and
               The Compliance add-in component ensures that your team is              unrealized value created by a fund and allocates it back to the
               applying the latest corporate governance standards to your             individual professionals and teams that created it. General Partners
               firm’s operations. During hectic fund raising efforts, this valuable   now have an unbiased way of measuring and rewarding value
               add-in component ensures your team is engaging only qualified          attribution over 1, 3, 5 and 10-year periods.
               LPs. It makes use of your attorney’s own certification checklist
               and tracks issued PPMs. Behind the scenes, its built-in audit          Waterfall Obligations
                trail automatically records all changes made to your data.            The Waterfall Obligations add-in component keeps your team
                                                                                      focused on building value and finding exits by demystifying the
               Fund of Funds                                                          payoffs that need to be made before carried interest becomes
               The Fund of Funds (FoFs) add-in component models                       available. When exiting investments, you can determine how
               partnerships that commit to underlying funds. Typically used           many “chits” you can pay down under different theoretical exit
               by FoFs and families that invest in third-party funds, this            prices.
               functionality is also quite popular for modeling GP Pools.



OPTIONAL       Accounting System                                Data Warehouse                                Web-based Reporting
PRODUCTS       Interface                                        The Data Warehouse optional product           The Web-based Reporting optional
               The Accounting System Interface optional         allows your Relevant EquityWorks system       product allows you to host secure,
               product integrates Relevant EquityWorks          to post core information to a separate        LP-specific folders on your web site.
               to leading, commercial-grade accounting          database for your enterprise. With this       You gain total control over which LP
               systems enabling you to create first class       configuration, you and your colleagues        representatives have access to what
               financials without switching GLs. This           will continue having rapid response times     data, how it’s shared, and when it’s
               approach allows your firm to deploy our          while sharing Private Equity data with        posted. Thus, you have complete
               top Private Equity system, Relevant              executives and other lines of business.       confidence that your investors are
               EquityWorks, and the most appropriate                                                          viewing the most up-to-date
               general ledger.                                                                                information.




                                                                                            Relevant Equity Systems, Inc.     781.250.4000 tel
                                                                                            890 Winter Street                 sales@ relevant.us email
Page 3 of 3                                                                                 Waltham, MA 02451 USA             www.relevant.us web

				
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