Automate data extraction for alternative investments

Document data extraction

Stop extracting investment data manually! Use specialized AI to extract and categorize your alternatives data
– securely and with full audit.

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We are Trusted by leading investors and service providers
Trusted by: AIMCo, Northern Trust, Universal Investment, Amundi technology

Why you should use specialized AI for data extraction

Speed up data extraction

Our data extraction platform uses proprietary AI and data science to do most of the work for you – with human users always in control to ensure highest data quality. Clients have achieved a time reduction of over 80%.

Accelex supports performance reports, call- and distribution notices, capital accounts statements, fund financial statements, direct investments, secondaries and more.

AI based data extraction with human supervision

Increase accuracy and data governance

Accelex minimizes the risk of human error and makes sure you can base your decisions on a foundation of clean, reliable data:

Our AI-driven platform excels at recognizing inconsistencies. Additional automated data checks and 4-eyes human validation workflows help add another layer of data governance.  

Our team has been able to effectively reduce the time spent extracting data by 5x while achieving 99.5% post extraction accuracy.
Kim Thompson-Springer, Senior Manager, Private Investment Assets, AIMCo
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Get ready to scale

As your investment activities grow, so too does your need to process and analyze an increasing number of capital account statements, cashflows and other documents.

Accelex is built for scale – we serve clients with thousands of funds. We make sure you're ready to handle growing workload efficiently and without bottlenecks.

A dashboard tracking data extraction from alternative investment documents
A private markets data grid with levels of data completeness

Build your data asset

Extracting data from your documents is the first step – but will it allow you to answer detailed investment questions? How will you be able to use your data long-term?

Accelex has a detailed understanding of your investment structures and securely stores all your metrics with this context. This means you are continuously building a data asset that adds value as it grows.

Accelex is designed with the alternative investment market in mind


We help you ask the right questions: Because Accelex focuses purely on private markets, it is designed to answer the most valuable research questions which are unique to alternative investment funds, commitments and deals.

Our proprietary data pipeline takes data dispersed across your various financial documents, like:

— Fund performance reports
— Capital account statements
— Capital call / distribution notices
— Fund financial statements

... it then transforms all this, via bronze, silver and gold data layers, into a single source of validated data. This provides you with easy-to-access, fully audited performance analysis.

You can now get rapid answers to the questions that matter most, including the overall performance of a portfolio, the relative performance of individual funds and companies, and the contribution of underlying investments to overall performance.

Get in touch now to find out more.
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How do I optimize my investment return?

How is my current portfolio performing?

What are the flows of cash in/cash out?

What is the exposure of the portfolio?

How are the underlying portfolio companies performing?

Are specific names, sectors or cohorts driving performance within the portfolio?

What should be the focus of new investments to the current portfolio?

Which individual assets are driving fund value?

Next steps


Get in touch for more info on how Accelex can solve your data extraction challenges,
or for a free product demo of the platform.
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