AGENTIC DISTRIBUTION INTELLIGENCE

Predict allocator moves.
Raise capital faster.

Engage the right allocators at the right moment, before the opportunity is public. Regulex synthesises public signals and your firm's memory into one prioritised view.

See value in 2 weeks. No integrations required.

Trusted by

THEINVESTMENTASSOCIATION
BARCLAYSEagle Labs
enginePart of The Investment Association
ANTLER

The intelligence layer

Predict. Prioritise. Personalise.

Regulex turns public filings, market intelligence, and your own institutional memory into precise, predictive distribution — without adding headcount.

The platform

Six modules, one engine.

Each module solves a distinct distribution problem — together they form an end-to-end intelligence layer between your firm and the allocators you want to reach.

Morning Brief

Module 01

Morning Brief

Every morning, Regulex scores and ranks every overnight signal — earnings, filings, allocator moves, regulatory shifts — against your own watchlist and your firm's memory. Scan in five minutes, click into the three things that matter.

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Market Intelligence

Module 02

Market Intelligence

A live, filter-driven view of every signal flowing into your firm — by theme, sector, and source. Push alerts when something crosses your threshold. Investigate when something looks interesting.

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Outreach Prioritisation

Module 03

Outreach Prioritisation

A ranked queue of allocators surfacing in your themes, dormant contacts lighting back up, and new prospects matched to live deals. Each entry tells you what changed, who to lead with, and what they care about right now.

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Firm Directory

Module 04

Firm Directory

Your CRM, augmented. Each firm and person carries their full history — signals about them, your team's notes, contact patterns, and themes they care about. Walking into cold calls is no longer the default.

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Intelligence Memory

Module 05

Intelligence Memory

Call notes, transcripts, saved articles, research thoughts — every piece of context your team generates, unified and surfaced when it matters. Knowledge survives staff changes. Memory and market data correlate automatically: when a relevant signal hits today, the right historical note surfaces beside it.

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AI Research Agents

Module 06

AI Research Agents

Investor primers, sector deep-dives, deal briefs, theme overviews. Every claim grounded in a verifiable source: your memory, your signals, or your chosen external feeds. White-label-ready PDF export.

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How it works

Designed to turn signals into action.

.01

Predictive, not passive

Regulex doesn't just show you what allocators did last quarter. It anticipates where capital is moving next — from 13Fs and FCA filings to intra-day signals, mandate changes, and allocator commentary — so your team gets there first.

.02

Your institutional brain

Years of client conversations, deal history, and dormant contacts unified into one searchable layer. Knowledge survives staff changes; context arrives before the call.

.03

Distribution on autopilot

Daily briefs, hyper-personalised outreach drafts, and institutional-grade research — generated in seconds, grounded in your firm's data. Digital research agents that never sleep.

One intelligence layer

Turn institutional knowledge into action.

Regulex unifies the systems your team already uses with the data you already pay for — then routes that intelligence to the next client interaction.

Internal systems

Teams
Outlook
Salesforce
SharePoint
Snowflake

External data

Bloomberg
AlphaSense
PitchBook
Refinitiv
Preqin
RegulexIntelligenceScored · Sourced · Contextual
100+ out-of-the-box system connectors

Action

Allocator research
Predicted moves
Outreach drafts
Daily briefs
Theme reports

The problem

You're spending more on data than ever. Still running scattergun outreach.

Distribution teams collectively spend millions on Preqin, eVestment, AlphaSense, Pitchbook, and Bloomberg every year — then revert to broad-brush emails with response rates near four percent. The answers are buried in the data your firm already pays for.

01

Data-driven account selection

Map your asset-raising strategy by geography, active asset size, and investment fit. Filter out allocators that are structurally out of reach; focus on high-probability prospects only.

02

Predictive lead generation

Regulex aggregates 13Fs, FCA regulatory filings, intra-day market moves, allocator mandate changes, and earnings-call commentary to anticipate allocator behaviour before it is formalised. Surface dormant contacts; know what specific buy-side PMs care about right now.

03

Your organisation's brain

Your most valuable client insights live in scattered emails, dusty CRMs, and people's heads. Regulex unifies them into a searchable institutional brain that survives staff changes.

04

Scale without headcount

Daily market briefs, context-aware outreach drafts, and institutional-grade PDF research notes — generated in seconds, grounded in your firm's data.

By the numbers

Numbers that speak for themselves.

<0 weeks

From PoC to first value

0

Integrations to start PoC

0%

Data privacy architecture

0/7

Agent intelligence

Thought piece

How to build a case for autonomous distribution intelligence.

A practitioner-led essay on why fund distribution is the next function to be re-platformed — and the operating model that lets a small distribution team behave like a much larger one.

For asset & wealth managers~10 min readPDF

Name and company are optional. We'll email the PDF straight to your inbox — no nurture sequence, no spam.

Cover of the Regulex thought piece

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The data already exists. Regulex makes it actionable.

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