Stop Drowning in Documents. Start Leading with Intelligence.
The only AI platform specifically for investment managers - by people who have experienced the chaos first hand.
Current Tools Can't Scale
Generic document storage and auto-form-fill products don't understand investment data. Firms globally are paying £110B+ for investment servicing, while half the industry operates on search-and-pray.
Data is Impossible to Find
Teams spend weeks scrambling for portfolio company data across scattered sources - while LPs wait days for a single answer.
Manual Work Never Ends
Your team didn't join investment management to copy-paste data between Excel files. Yet that's where 60% of their times goes.
How We're Different
Why Regulex Succeeds Where File Storage and Auto-Fill Fails.
Intelligence, Not Just Storage
Regulex understands documents, we don't just read them - extracting unstructured data, understanding company language, and answering natural language questions.
Built by experienced operators
Built by people who've responded to 500+ DDQs, lived the quarterly ESG scramble, and raced to find answers to LP questions through email chains backdated years.
End-to-End Platform Workflows
Unified intelligence layer that ingests documents once, extracts insights, consolidates, and filters across various modules, for strategic intelligence.
Built specifically for Investment Management
Regulex handles every step of investment servicing - so your team doesn't have to.
For CTOs & COOs
Monitor team performance and bottlenecks in real time. Scale operations without hiring additional headcount. Reduce junior analyst burnout from manual data entry. Turn Investment servicing from cost centre to competitive advantage.
Investor Relations Teams
Answer ad-hoc LP questions in seconds during calls. Pre-fill 100+ annual due diligence responses with verified, cited answers. Generate memos and populate SFDR reports before investor committee meetings. Prove compliance with complete audit trails.
Data Management & Ops
Unify data across fund and ESG reports into one intelligent layer. Track ownership, performance metrics, and reporting obligations across complex fund structures. Surface ESG, financial, and operational data across all entities with complete lineage tracking.
The Results Investment Servicing Teams Are Seeing
One AI Platform. Every Document Type. All investment-servicing workflows.
