The Next-Gen Platform
for Loan Distribution
Our comprehensive solutions for investor intelligence,
engagement and deal sites are integrated with
seamless uX and connectivity on one platform.

Why iLex

Universal
Primary, secondary, private
credit, clubs
All loan structures
All geographies

Modern
Intuitive and interactive user
interface
Built-in productivity and
collaboration tools
Progressive integration of LLM
and chat bots

Data-enabled
Open-source data model
Advanced deal and investor
analytics and insights
Superior data lineage
throughout the lifecycle

Integrated
Comprehensive suite of
solutions all in one place
End-to-end workflow and data
automation
Unique open architecture and
API gateway

Universal
Primary, secondary, private
credit, clubs
All loan structures
All geographies

Modern
Intuitive and interactive user
interface
Built-in productivity and
collaboration tools
Progressive integration of LLM
and chat bots

Data-Enabled
Open-source data model
Advanced deal and investor
analytics and insights
Superior data lineage
throughout the lifecycle

Integrated
Comprehensive suite of
solutions all in one place
End-to-end workflow and data
automation
Unique open architecture and
API gateway
Investor 360
Our comprehensive solutions for investor intelligence, engagement and deal sites are integrated with seamless uX and connectivity on one platform.

Consolidate investor data
- Deal history
- Investor preferences
- Call notes and interactions
- Proprietary market directory

Identify relevant investors
- Inbound enquiries
- Investor heatmaps
- Investor recommendations
- Liquidity analysis

Market loan assets
- Marketplace
- Axe sheets
- Private investor portals
Next-gen deal sites
Run deals with our workflows that bring more productivity, more interactions, more control, and embedded intelligence.

Launch new deals
- Set up deal information in seconds
- Manage deal team and member permissions
- Select investors and send invitations
- Streaming NDA workflow

Share documents
- Modern, structured and super-fast data room
- Set and automate permissions at a granular level
- Collaborate on investor FAQ
- Monitor data room activity

Build up investor intel
- Bookrun from interest to close
- Consolidate comms across multiple channels
- Track activity and deal progress with dashboards
- Generate dynamic reports and KPIs instantly
Deal 360
Centralize deal data, automate workflows, and sync seamlessly with your systems.

Book, settle & report
- API gateway
- Open architecture
- Hybrid cloud

Manage deal through lifecycle
- Origination pipeline
- Synchronise with Agency deal site
- Synchronise with Agency deal site

Manage deal progress
- Proprietary deal repository & history
- Automatically capture CRM records
- Build-in investor reports/funnel
Investor 360
Sharpen your investor intelligence and grow your engagement
Consolidate investor data
⬝ Deal history
⬝ Investor preferences
⬝ Call notes and interactions
⬝ Proprietary market directory

Identify relevant investors
⬝ Inbound enquiries
⬝ Investor heatmaps
⬝ Investor recommendations
⬝ Liquidity analysis

Market your deals
⬝ Marketplace
⬝ Axe sheets
⬝ Private investor portals

Next-gen deal sites
Run deals with our workflows that bring more productivity, more interactions, more control, and embedded intelligence.
Launch new deals
⬝ Set up deal information in seconds
⬝ Manage deal team and member permissions
⬝ Select investors and send invitations
⬝ Streamline NDA workflow

Share documents
⬝ Modern, structured and super-fast data room
⬝ Set and automate permissions at a granular level
⬝ Collaborate on investor FAQ
⬝ Monitor data room activity

Manage deal progress
⬝ Bookrun from interest to close
⬝ Consolidate comms across multiple channels
⬝ Track activity and deal progress with dashboards
⬝ Generate dynamic reports and KPIs instantly

Deal 360
Centralize deal data, automate workflows, and sync seamlessly with your systems.

Book, settle & report
⬝ API gateway
⬝ Open architecture
⬝ Hybrid cloud

Manage deal through lifecycle
⬝ Origination pipeline
⬝ Synchronize with Secondary deal site
⬝ Synchronise with Agency deal site

Build up investor intel
⬝ Proprietary deal repository & history
⬝ Automatically capture CRM records
⬝ Build-in investor reports/funnel
Our technology edge
Our platform is built to adapt to and align with your evolving interoperability, data
management, and security demands for the long-term.
Open Architecture
Flexible integration with existing systems through our extensive APIs gateway and microservice architecture
Private Cloud
Facilitated stewardship of your data confidentiality and data flows with our hybrid cloud solution
Secured
Enterprise-grade security including SOC2 compliance, multi-factor authentication and IP whitelisting
Big Data / AI
Leverage our open-source data model and unique VDW to capture and mine ever more deal data for greater analytics, insights and compliance
Ensuring deal confidentiality and data security
Information privacy and security is a core principle of iLex’s operations. iLex stores all data encrypted, with strict IT security controls, in multiple availability zones.
Our platform ensures the strictest standards of confidentiality. Deal and client information remain private. Clients are in full control of the amount of disclosure they choose to share with counterparties.
iLex is SOC 2 Type 2 certified.
