Product
The agentic distribution and asset raising engine.
Four capabilities, one platform. Regulex compresses your capital-raising cycle without growing your headcount.
Replace scattergun outreach
Data-Driven Account Selection
Firms collectively spend millions annually on legacy market intelligence, yet distribution teams revert to broad-brush outreach due to information overload. Regulex combines external and internal data feeds to map your target asset-raising strategy by geography, active asset sizing, and investment strategy.
- Map allocators by geography, AUM, and active mandate type
- Cross-reference public regulatory filings with internal CRM history
- Score accounts by raise-readiness, not just headline size
Uncover hidden allocators ahead of competitors
Predictive Lead Generation
Cold email outreach within financial services delivers benchmark response rates as low as four percent. Regulex automatically aggregates data to anticipate macro allocator movements before they are formalised in the public domain — isolating hidden capital pools and surfacing dormant buy-side contacts.
- Surface allocator moves before they hit public filings
- Identify dormant contacts primed for re-engagement
- Quantify probability of allocation across your pipeline
Eliminate siloed information and lost institutional memory
Your Organisation's Brain
Your most valuable client insights are fragmented across CRMs, scattered emails, and internal messaging channels. Regulex securely unifies this legacy intelligence and combines it with the latest market data to create a definitive institutional brain — so your team can proactively engage clients at risk or primed for new mandates.
- Unify CRM, email, and chat history with public market data
- Preserve institutional memory across staff transitions
- Surface relationship risk and opportunity in one view
An autonomous digital analyst tier
Scale Without Increasing Headcount
Regulex processes vast streams of daily market news and data, then generates tailored, client-specific outbound messaging briefs, context-aware introductory emails, and clean, professional PDF market research updates — delivered accurately in seconds.
- Client-specific outbound messaging briefs on demand
- Context-aware introductory emails ready to send
- Professional PDF market research updates, generated in seconds
The Regulex Advantage
Deep predictive parsing meets specialised internal synthesis.
Unlike legacy financial infrastructure providers that approach the institutional market from broad operational angles, Regulex is built for a single objective: raising capital.
Public Capital Databases
Actionable, not just analytical
Traditional platforms offer broad, passive libraries of public institutional allocators. Regulex embeds directly within your existing workflows and systems, converting complex marketplace indicators into actionable, client-ready outreach.
Generic Sales Automation AI
Specifically tailored for institutional finance
Generic sales software fails to capture the nuances of financial services. Regulex is built by industry experts and specifically designed for the sales cycles and unique workflows native to asset management.
Document Synthesis Engines
Optimised for distribution success
Existing internal synthesis engines prioritise buy-side due diligence workflows or portfolio risk assessment. Regulex focuses its modelling strictly on asset optimisation, outbound distribution efficiency, and front-office growth metrics.
Run a two-week Proof of Concept on public data.
Zero integration required. Validate the engine on public market data before deciding whether to connect your internal systems.