Apex Invest.io
From the global leader in fund and asset servicing, Apex Invest unites allocators and managers on a regulated platform where capital meets opportunity.
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Apex Invest.io is the definitive private capital marketplace, an end-to-end solution built to solve the toughest challenges in capital raising and allocation.
Our platform leverages deep, data-driven insights and an advanced AI evaluation framework to identify tailored allocator connections, future-proofed through integrated tokenisation.
For managers, we accelerate fundraising, extend and provide bespoke allocator reach, and introduce an optional, compliance-led tokenised structure to support investor liquidity options.
For allocators, we offer curated exclusive co-investments and data-verified opportunities, supported by optional liquidity pathways, embedded intelligence, and diligence designed for governance.
Why Apex Invest
Regulated, full-stack foundation: Integrated Broker-Dealer, market-leading fund administration, capital raising and fund marketing, LP advisory, WealthTech, and Unitas – all under one roof.
Intelligence that moves capital: Data-verified profiles, AI evaluation and matching, and daily expert insights.
Future-ready optionality: Operational efficiency today, with optional liquidity via secondaries marketplaces and curated LP- and GP-led co-investments.
We also deliver ongoing insights through forums, webinars, podcasts, and AI assistants.
At the core is the Apex Score: an AI-driven ranking that weights investor preferences and fund traits (strategy, risk, liquidity/lock-up, IRR, geography, sector, fund structure, fund size, and ticket size). We offer a neutral, transparent order of the best-fit, highest-intent conversations.
By connecting both sides with efficiency, trust, and innovation, we are redefining how capital flows through private markets.
Ready to see your curated investor opportunities?
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- Join and verify
Companies and individuals are vetted before membership is granted on Apex Invest.io. - Set preferences and publish
Allocators add mandates and pacing and managers publish fund details. - Apex score = ranked matches
Our AI performs analysis on stated preferences and fund traits to produce an explainable score for every fund and rank-ordered results of bespoke investors. - Intelligence and insights
Forums, webinars, podcasts, and AI assistants provide ongoing market intelligence and smart alerts keeping both allocators and managers focused on opportunities. - Connect and diligence
Managers and allocators connect directly through Apex Invest.io. Controlled data rooms track engagement so both sides focus on qualified conversations. - Transact: primary and (optional) secondary
Primary subscriptions and registrar updates run through our regulated rails and optional secondaries provide compliant liquidity pathways where permitted. - Co-investment marketplace
Exclusive access to GP- and LP-led deals surfaced by your mandate - simple and transparent.
For allocators
- Tailored deal flow: AI curates funds that match your mandate and risk profile
- Optional liquidity access: Participate in LP-led secondaries for portfolio management and rebalancing (where permitted and subject to issuer policies, eligibility, and venue availability)
- Market intelligence: Stay ahead with exclusive insights directly from managers and the Apex Invest community of allocators
- Efficiency and transparency: Save time with ranked shortlists, clear scoring drivers, and direct access to qualified opportunities
- Exclusive co-investments: A dedicated marketplace surfaces high-quality direct deals in a single, transparent ecosystem
For fund managers (GPs)
- Faster fundraising: AI-ranked allocator shortlists by mandate, pacing, and strategy show who to engage first
- Allocator intelligence: Deep profiles with interests, check sizes, and activity history
- Efficient data rooms: Controlled access, view history, and engagement analytics
- Controlled outreach: A central pipeline with conversion insights ensures you focus where momentum is real
- Amplified exposure: Thought leadership through forums, webinars, podcasts, and whitepapers
- Token-ready operations (optional): Future-ready workflows with digital efficiency, enhanced transparency, and policy-controlled liquidity options
01 How it works
- Join and verify
Companies and individuals are vetted before membership is granted on Apex Invest.io. - Set preferences and publish
Allocators add mandates and pacing and managers publish fund details. - Apex score = ranked matches
Our AI performs analysis on stated preferences and fund traits to produce an explainable score for every fund and rank-ordered results of bespoke investors. - Intelligence and insights
Forums, webinars, podcasts, and AI assistants provide ongoing market intelligence and smart alerts keeping both allocators and managers focused on opportunities. - Connect and diligence
Managers and allocators connect directly through Apex Invest.io. Controlled data rooms track engagement so both sides focus on qualified conversations. - Transact: primary and (optional) secondary
Primary subscriptions and registrar updates run through our regulated rails and optional secondaries provide compliant liquidity pathways where permitted. - Co-investment marketplace
Exclusive access to GP- and LP-led deals surfaced by your mandate - simple and transparent.
02 Key benefits
For allocators
- Tailored deal flow: AI curates funds that match your mandate and risk profile
- Optional liquidity access: Participate in LP-led secondaries for portfolio management and rebalancing (where permitted and subject to issuer policies, eligibility, and venue availability)
- Market intelligence: Stay ahead with exclusive insights directly from managers and the Apex Invest community of allocators
- Efficiency and transparency: Save time with ranked shortlists, clear scoring drivers, and direct access to qualified opportunities
- Exclusive co-investments: A dedicated marketplace surfaces high-quality direct deals in a single, transparent ecosystem
For fund managers (GPs)
- Faster fundraising: AI-ranked allocator shortlists by mandate, pacing, and strategy show who to engage first
- Allocator intelligence: Deep profiles with interests, check sizes, and activity history
- Efficient data rooms: Controlled access, view history, and engagement analytics
- Controlled outreach: A central pipeline with conversion insights ensures you focus where momentum is real
- Amplified exposure: Thought leadership through forums, webinars, podcasts, and whitepapers
- Token-ready operations (optional): Future-ready workflows with digital efficiency, enhanced transparency, and policy-controlled liquidity options
Stay informed with Apex Group
If you would like to get in touch, please complete our enquiry form and a member of our team will get back to you.
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