The distribution intelligence platform.
Know which allocators are likely to move next, and reach them before everyone else does.
Allocator firms tracked globally at launch
Premium data sources available from PoC
Research delivered before market open
Module 01
Morning Brief
Pre-market, Regulex scores overnight allocator activity, mandate and strategy changes, regulatory filings, and market moves, then ranks each item against your funds, your firm's own context, and your current pipeline. The brief lands before 7:30am with a one-line rationale per signal, a confidence score, and a direct link to the source. Configurable per team, per coverage region, per fund.
Module 02
Market Intelligence
A real-time stream of every signal flowing into your firm (13F deltas, mandate changes, FCA filings, intra-day moves, earnings commentary, and curated newsflow), filterable by theme, sector, geography, source, and allocator type. Saved filters become standing alerts that fire to email, Teams, or Slack the moment a threshold is crossed. Every item links back to the underlying source document, so the trail of evidence is one click away.
Module 03
Prospecting
For every allocator surfacing in your coverage, Regulex names the people who actually decide, the gatekeepers, selectors, and consultants, and maps each of them to the specific fund or share class in your range they fit. Each entry carries the trigger (a mandate review, a strategy change, a search reopening), why this allocator matches this fund, and the highest-affinity route in. Refreshed daily and ranked by fit.
Module 04
CRM
Regulex ships with its own integrated CRM that can read from the CRM you already run, so every allocator firm and key contact sits in one place. Each profile carries the live signal feed about them, your team's accumulated notes and call records, mandate history, theme affinities, and a contact timeline showing who at your firm has spoken to whom and when. Walking into cold calls, and double-dialling a colleague's contact, stops being the default.
Module 05
Intelligence Memory
A layer that absorbs every piece of context your team produces, from call notes and meeting transcripts to saved research and attached PDFs, then structures it around the firms, people, and themes it touches. When a relevant signal fires today, the historical note that explains why it matters surfaces beside it automatically, so context that used to live in one person's head is there for the whole desk.
Module 06
AI Research Agents
Purpose-built agents that draft investor primers, sector deep-dives, pre-meeting briefs, and theme overviews on demand, typically in under two minutes. Every claim is anchored to its source: a regulatory filing, a stored call note, or a data citation. Outputs export as white-label-ready PDFs or land directly in your CRM record. Guardrails are explicit per workspace: no claim ships without a traceable citation, and prompts and outputs are not retained by the underlying model providers.
What it looks like in practice
The moment a mandate opens, you already know.
PUBLIC · UCITS DISTRIBUTION
A discretionary manager rebuilds its model portfolio. The team hears about it after the allocation is placed and the flow has gone to a competitor.
Regulex flags the change as the signals surface, names the selectors and gatekeepers, and matches your UCITS share class to their mandate while the allocation is still open.
PRIVATE · DIRECT LENDING RAISE
A pension consultant reopens its private debt search. Your team finds out when the shortlist is already drawn and the mandate goes elsewhere.
Regulex flags the review as it happens, names the consultant and the trustees behind it, and matches your fund to their allocation while the shortlist is still forming.
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The data already exists. Regulex makes it actionable.
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