Investor Intelligence 4.0 – Turn your unique intelligence into your competitive advatange.

Sharpen your engagement strategy by harnessing deeper insights that lead to action from your unique institutional memory.

Making insights-driven decisions is fast and frictionless on iLex, with semi-automated capture and consolidation of data on your relationships to power beautiful dashboards, and matching engines and smarten up deal workflows.

Investor Intelligence 4.0 is the most powerful Investor Relationship Management solution built for loan markets, and also the easiest to use.

Comprehensive
Data is consolidated from 3 sources – Refinitiv LPC, on-platform interactions and your own proprietary intelligence to generate dashboards and suggestions.

Seamless Insights, Anywhere
With insights embedded within deal workflows, you can access and use intelligence where you need them, when you need them.

Collaborative
Upgrade the way your team collaborates and save valuable time with a shared knowledge base that everyone can easily access and contribute to.

AUTOMATIC DATA CAPTURE

Effortlessly build a knowledge base of your investor relationships.

Spend less time entering data in spreadsheets and automatically capture important interactions with your investors as you work on iLex.
  • Enrich intelligence with public market data from LSEG LPC

  • Capture and structure your own intelligence with Notes and Investor Preferences

  • Know each investor inside out with comprehensive dashboards

ENGAGEMENT OVERVIEW & BUSINESS INTELLIGENCE

Sharpen your engagement strategy and master market demand.

Capture the essence of your investor relationships, understand effectiveness of your engagement and pinpoint investors’ strategies with more precision.
  • Identify and nurture your top relationships

  • Explore your track record and conversion ratios with each investor

  • Deep-dive to understand investor’s strategies with captured preferences, public market data, and their past interactions with you

NEXT-GEN NOTES

Turn meetings into intelligence.

Go beyond text and bullet points with Notes, featuring built-in workflows and a brilliant AI assistant designed to help you quickly log and structure intelligence from meetings and roadshows meaningfully.

  • Reference existing deals and launch actions directly from Notes
  • Capture investor’s strategies with Investor Preferences for matching

  • AI Assistant suggests actions and associations for faster and better note taking

GLOBAL SEARCH

Intelligence and answers at your fingertips.

With the industry’s only loan-specific search engine, tap into the wealth of your organisation’s knowledge base and platform intelligence to pull up information in an instant.

  • Look up deals, investors, notes, news and market data

  • Find exactly what you need with loan market specific filters and customisable tags

Ready to master investor intelligence?

Schedule a short call with our team to see Investor Intelligence in action now: