Document management Platform for private markets

Document management

Automatically retrieve, categorize and process your documents.

  • Centralise your documents from all portals and emails
  • Automatically categorize and tag documents using AI
  • Create  scaleable and secure document workflows
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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

Why you should automate acquisition of alternative investment documents

Automate your 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.

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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

Use our AI to classify your incoming documents into one of over 30 private market-specific categories. Automatically tag incoming documents with relevant funds and investment vehicles from your database.

Available and monitored 24/7

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

Designed to integrate

Accelex is designed to fit in and connect seamlessly to your existing systems.

Automatically sync documents and metadata via our SFTP or public API. Accelex works with you to integrate with your internal processes, file servers and software.

Designed to scale

Grow your operations with Accelex: Regardless of whether you have ten documents or ten thousand, Accelex will scale with your needs.

While enforcing solid data governance, the platform minimizes the risk of human error with a reliable, fully auditable process.

Accelex is bringing automation via an optimized data extraction workflow, underpinned with a comprehensive data audit trail.
Melanie Pickett, Executive Vice President, Northern Trust
More client testimonials
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Easy 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

Bank-level security


Your data's security is paramount.
We ensure strict isolation of data on secure servers, encrypt all portal credentials, and use SFTP for safe and reliable file transfers.

Ready to find out more?


Get in touch for a free product demo of the platform
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Get in touch now for a free demo of the platform

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