AGENTIC DISTRIBUTION INTELLIGENCE

Reach the right capital.
Before the move is public.

Regulex is a distribution accelerator for asset and wealth managers: more coverage, without more headcount. It finds the allocators in motion, matches them to your funds, and tells you who to approach, with what, and why now.

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See value in 2 weeks. No integrations required.

Programmes and partners

THEINVESTMENTASSOCIATION
BARCLAYSEagle Labs
enginePart of The Investment Association
ANTLER

The intelligence layer

Surface. Prioritise. Personalise.

Regulex connects market signals to your firm's own context and tells your team who to approach, for which fund, and why now, without adding headcount.

What we cover

Public and private markets, across the vehicles you raise into.

Public

Public markets

Active ETFsOEICsUCITS rangesFund share classesMacro / FX research

Private

Private markets

Non-traded REITsPrivate creditStructured alternativesSubscription-based funds

Who buys it

Heads of Distribution and Wholesale, Heads of Capital Formation, CCOs and CEOs, at asset and wealth managers.

Who uses it day to day

Sales reps, distribution associates, with role-based configuration: admin controls for leadership, focused workflows for the desk.

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.

OVERNIGHT · ALL SOURCES YOUR BRIEF · 5 MIN Earnings 13F filings M&A activity Macro Allocator moves News + 12 more sources SYNTHESISE · PRIORITISE Morning Brief Today · 07:24 1 Cameco lifts FY guidance Touches 3 of your prospect targets 96 2 FCA filing, new mandate Allocator active in your theme 81 3 13F delta, position added Dormant relationship re-engaging 74 DE-PRIORITISED · 41 more 3 things that matter today Open ›

Module 01

Morning Brief

Every morning, Regulex scores and ranks every overnight signal (fund flows, mandate changes, allocator moves, regulatory shifts) against your funds and your firm's own context. Scan in five minutes, act on the three that matter.

See in depth
LIVE · EVERY SIGNAL THRESHOLD CROSSED · ALERT Filters 3 active THEME Income Growth SECTOR Technology Financials SOURCE Filings News Calls Alert me above 85 Saved as standing alert Live stream matching your filters FILINGS 71 Position added, Technology 2 funds · matches your theme EARNINGS 63 Guidance raised, Financials below your threshold FILINGS · MANDATE 92 New mandate, your theme NEWS 58 Coverage initiated, Energy curated newsflow FILINGS 71 Position added, Technology 2 funds · matches your theme EARNINGS 63 Guidance raised, Financials below your threshold FILINGS · MANDATE 92 New mandate, your theme NEWS 58 Coverage initiated, Energy curated newsflow THRESHOLD ≥ 85 ALERT FIRED DELIVERED TO Email Slack Teams

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.

See in depth
WHO TO CONTACT NEXT · TODAY ONE CLICK → YOUR CRM Priority queue refreshed 06:00 · 38 ranked 1 Brightwater Capital Lead with Sarah Lin, CIO · last spoke 5mo ago NEWLY ACTIVE 94 match 2 Meridian Pension Lead with James Okafor, Mgr Selection RE-ENGAGING 88 3 Cedar Endowment Lead with Priya Raman, Investment Dir NEW PROSPECT 81 4 Halcyon Family Office Lead with Tom Becker, Principal RE-ENGAGING 76 + 34 more, ranked by what changed overnight SL Sarah Lin CIO · Brightwater Capital HIGHEST AFFINITY WHY NOW Added two managers in your core theme Posted overnight · matches 3 of your mandates DRAFT OPENER grounded in your memory Hi Sarah, congratulations on the two new appointments. Back in March you mentioned a £40m allocation to this theme and an 8% return target. We're now positioned exactly there. Worth a call before Q3? | Sync to CRM Snooze Skip Salesforce · HubSpot · your CRM of record

Module 03

Prospecting

A curated list of the gatekeepers and selectors at each allocator, mapped to the fund or share class they fit. Regulex tells your desk who to approach, for which fund, and why they are a match right now.

See in depth
SCATTERED ACROSS YOUR TOOLS ONE 360° PROFILE YOUR EXISTING TOOLS CRM records Inbox + calendar Public filings Notes + calls Fragmented. Never in one place. UNIFY BC Brightwater Capital Pension consultant · London · since 2019 LIVE KEY PEOPLE SL Sarah Lin CIO RK Raj Kapoor Head of Alternatives SIGNALS ABOUT THEM Added two managers overnight · matches theme Filing posted 5 days ago THEME AFFINITIES Income Growth Private credit WHO ON YOUR TEAM KNOWS THEM You · met Sarah, 5mo ago Mark D. · emails Raj weekly Ana P. · call booked Thu MANDATE HISTORY £40m · Income flagged appetite · Mar No more double-dialling. No more cold.

Module 04

CRM

Our own integrated CRM that can read from your existing CRM. Each firm and person carries their full history: the signals about them, your team's notes, and the themes they care about. Walking into cold calls is no longer the default.

See in depth
YOUR FIRM'S MEMORY SURFACED WHEN IT MATTERS EVERYTHING YOUR TEAM GENERATES Call notes 142 captured Meeting transcripts live + uploaded Saved research + PDFs articles · decks Slack + Teams threads internal context Structured around firms, people + themes Access inherited from your IdP CORRELATED 6 months ago today SIGNAL · TODAY 07:24 Brightwater added two managers Overnight filing · matches your income theme On its own, easy to miss why it matters. RECALLED FROM MEMORY Call note · 14 Mar Sarah (CIO) flagged a £40m allocation to income strategies and an 8% return target, pending two new manager appointments. This is what those appointments were. Now you know. Captured by a colleague who has since left.

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.

See in depth
ASK FOR A BRIEF EVERY CLAIM CITED · UNDER 2 MIN YOUR REQUEST "Prep me for Brightwater on Thursday. What did Sarah commit to last time, and what has moved in the market since?" GROUNDED IN YOUR PROPRIETARY DATA Your memory 142 notes Your signals live feed Your feeds + filings Research agent drafting your brief… Investor Primer · Brightwater Capital Generated by Regulex · 1m 48s · 14 sources cited PDF PROFILE & CURRENT POSTURE London pension consultant, allocating since 2019. £40m income allocation, 8% return target call note · Mar Added two managers overnight in theme signal · today Consistent with a Q1 13F position build 13F · Q1 Re-engaged after a 5-month gap contact log + 10 more claims, each traceable to a source No claim ships without a traceable source. Click any citation to see the original. Export white-label. Export PDF Send to CRM

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.

See in depth

How it works

Designed to turn signals into action.

.01

It spots the move

Regulex flags mandate changes, senior moves, and strategy reviews against your funds, naming the allocators and gatekeepers in play, so you see the opportunity as it forms.

.02

It tells you who to hit

For each move, Regulex names the gatekeepers and selectors who decide and maps them to the fund or share class they fit, so your desk knows exactly who to approach and why now.

.03

It does the prep

Daily briefs, prospect research, and institutional-grade notes, generated in seconds and grounded in your firm's own context, so your team walks into every conversation ready.

One intelligence layer

Turn institutional knowledge into action.

Regulex's own data comes included from day one; your systems are optional. The configuration layer decides what Regulex focuses on, so every signal is scored against the funds you actually raise.

Your data · Optional

CRM
AlphaSense
PitchBook
SharePoint
Preqin

Regulex data · Included

Allocator activity
Appetite signals
Fund launches
Reg filings
Contact data
Configuration layerYour firm's focusStrategies · funds · geographies · prospect firms
RegulexIntelligenceIntraday · Synthesised · Contextual
100+ out-of-the-box system connectors

Action

Morning Brief
Market Intelligence
Prospecting
CRM
Institutional Memory
AI Research Agent

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

Allocators in motion

Regulex flags the allocators in motion as the signals surface, mandate reviews, strategy changes, dormant contacts re-activating, and matches each move to your book, so you know which buy-side PMs to lead with 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.

Thought piece

How to build a case for agentic 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

Get started

The data already exists. Regulex makes it actionable.

Build smarter. Start today.

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