Intelligent Document flow automation

Document management and automation for private markets investors

  • Automatically retrieve documents from portals and emails
  • Categorize and tag your financial documents with AI
  • Create  scaleable and secure document workflows
Automated document management for alternative assets
AIMCO
We can now streamline, automate and scale our processes, solving the increasingly complicated problem of pulling and analysing documents from multiple sources.”
Eric Luo
Senior Manager, Private Investment Operations at Alberta Investment Management Corporation
More about our clients

Why you should use Accelex to automate
your document acquisition and management


Our automated document processing platform modernizes the acquisition of alternative investment documents.
No more manual data entry or inefficient document workflows – freeing your team to focus on higher-value tasks.

Automated document collection

Gather all your investor portal data in once place.
Leveraging our partnerships with industry leaders like SS&C, Intralinks and FIS Digital Data Exchange, we ensure fast, reliable and comprehensive retrieval of all LP documents.

AI based data extraction with human supervision
A dashboard tracking data extraction from alternative investment documents

Intelligent document management

Save time and reduce errors with automatic classification and tagging.
Our AI classifies your incoming documents into one of over 30 private market-specific categories. It also tags incoming documents with relevant funds and investment vehicles from your database.

24/7 availability and monitoring

Stay on top of your document flow around the clock.
Keep track of all activity by setting up daily, weekly or monthly reports. You can get alerts for events such as:

— Call notice received
— New data room available
— Portal credentials updated

A private markets data grid with levels of data completeness

Unlock smarter document management for alternative investments


Get in touch for a free product demo of Accelex and discover how our automated document management system can transform your alternative investment workflows.
Schedule a demo →

Fast setup

Get started in less than two weeks; our streamlined setup process involves just three steps:
— Easy API access authorisation for FIS
— Secure login setup for other portals
— Quick SFTP connection establishment

Ready to scale

Whether you have ten documents or ten thousand, Accelex's document management solution will let you grow your operations with confidence:
— Enforce solid data governance
— Minimize the risk of human error
— Implement a reliable, fully auditable process

Easy integration

Accelex is designed to fit in and connect seamlessly to your existing up- and downstream systems.
— Automatically sync documents and metadata
— Use our
SFTP setup or public API
Integrate with existing workflows and software

Bank-level security

Your data's security is paramount.
— Ensure strict isolation of data on secure servers
— Encrypt all portal credentials
— Use secure SFTP for safe and reliable file transfers

Explore how Accelex can revolutionize your document management


Experience the power of AI-driven automation.
Schedule a demo today and see how Accelex can streamline yourlternative investment document management‍
Schedule a demo →

FAQ for automated document management systems


Have questions about how an automated document management system can benefit your alternative investment workflows? Find answers to common queries here.

More questions? Simply get in touch with our experts:
Get in touch →

What is an automated document management system?

How does Accelex improve alternative investment document management?

What are the benefits of AI document processing for private equity firms?

How does automated document categorization work within the Accelex platform?

Is Accelex's automated document management system secure?

Want to see Accelex in action?
Get in touch now for a free demo of the platform

Schedule a free demo →