analytics Platform for alternative investments

Portfolio analytics for alternative investments

  • Analyze return and risk exposure for your alts portfolio
  • Investigate all levels, from portfolio to full asset lookthrough
  • Trace data points back to their source, with full audit trail
We expect to gain deeper investment insights in a scalable, timely and cost-effective manner, for the benefit of our clients.
Kim Thompson-Springer, Senior Manager, Private Investment Assets, AIMCo

More about our clients

Why you should use Accelex for
your alternative investment portfolios


Our portfolio analytics solution provides investors with the tools and insights they need to make informed decisions and drive performance. With Accelex, you can fast-track your investment analytics process, improve data accuracy, and gain a deeper understanding of your portfolio's risk and return profile.
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Portfolio exposure analysis

Investigate your private market portfolio's risk exposure in seconds. Our interactive, multi-dimensional charts allow you to drill-through and explore underlying asset level data.

Accelex allows you to answer key performance questions and spot deviation from allocation policies immediately.

The platform combines different aspects of commitment data from various sources, so you can identify areas of the portfolio that need further investigation.

AI based data extraction with human supervision
Audit trail and data governance

Audit trail and data governance

Accelex is a fully integrated platform, providing data lineage from document acquisition and data extraction to performance analysis.

This makes it possible for users to instantly view the source and page location of any data point. You can also inspect which calculations and transformations were applied to a metric, and if any manual corrections were made.

Full asset analysis

Company fundamentals / performance metrics
Check all relevant asset and deal metrics like IRR, MOIC, EBITDA, Net debt and many more. Customize your chart views and export data with a click.

Value bridge
Discover what is driving an asset’s performance.
Roll up to fund level to see which assets are contributing to the fund’s overall performance.

Cohort comparison

Analyze how different cohorts of the portfolio perform versus one another, how an asset is performing within your entire portfolio, and how it is performing versus like-for-like cohorts. 

A private markets data grid with levels of data completeness
Chart showing ESG emissions data for alternative investments

ESG emissions for alternative investments

View and compare ESG emissions data with Accelex's ESG integration: Analyze emissions in the context of overall portfolio exposure, emissions by fund, or weighted by investment size.

Advanced portfolio analytics, designed for alternative investments


We help you ask the right questions and gain deeper insights from your data: Accelex's portfolio analytics solution is designed specifically for the unique needs of alternative investment investors.

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

We then transform 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 data for comprehensive investment analytics..

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 about how Accelex can revolutionize your alternative investment reporting.
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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 my 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?

Ready to find out more?


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