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Automated private investment monitoring

Collect

Organize and Extract

Summarize and Analyze

Aphelea collects and analyzes subscription documents, periodic updates, tax documents, distribution notices, and capital call requests from private investment managers empowering you to focus on monitoring existing investments and analyzing new opportunities.
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Investment Manager

Data Room

User Upload

Aphelea interacts with you and your investment managers and investor relations portals to compile your private investment documents.
Documents are catalogued for easy retrieval and data is extracted for incorporation into dashboards.
  • Subscription documents
  • Operating agreements
  • Offering materials
  • Capital call requests
  • Distribution notices
  • Periodic updates
  • Account statements
  • Tax Documents
Data is analyzed and summarized into dashboards, graphs, charts, and tables that provide portfolio overviews down to investment level detail.
Download documents to send to accountants, advisors, or attorneys and export data to perform ad hoc analysis.
Bulk document download
Export data
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