APEX Capitals/ Portfolio Intelligence

Smarter portfolios.
Sharper decisions.

We build the intelligence layer for asset managers. Track every property, every business, every pound — with AI-powered analytics, a private exchange, and institutional-grade reporting.

Why APEX

Built for asset managers who refuse to fly blind.

Spreadsheets scatter your data. Generic tools miss the nuance. APEX was designed from the ground up for UK portfolio investors — every feature shaped by how asset management actually works.

1

Clarity

One dashboard. Every asset, every metric, every risk. See your entire portfolio's health in seconds, not hours of spreadsheet wrangling.

2

Intelligence

50+ AI monitoring templates watch your portfolio around the clock. Anomalies, trends, and risks surface before they become problems.

3

Control

Every document tracked, every compliance deadline monitored, every communication logged. Nothing falls through the cracks.

Three Pillars

Analyse

Full financial engine with P&L per asset, automated KPIs, cash flow forecasting, valuation models, and 20+ professional report templates.

Financials / KPIs / Reporting

Transact

Private exchange for discreet buy/sell matching. Lending connections with 100+ UK lenders. Institutional fund exit strategies. Lease demand from councils and care providers.

Exchange / Lending / Exit

Automate

Auto-sync with Xero, Sage, Stripe. AI monitoring and alerts. Scheduled reports. Compliance reminders. Calendar integration. CRM with email and SMS.

Integrations / AI / Workflows
Platform Capabilities

Everything you need. Nothing you don't.

Every feature purpose-built for asset management. No generic tools repurposed. No enterprise bloat. Just the intelligence layer your portfolio deserves.

  • 1

    Multi-class asset registry

    Residential, commercial, business, financial, and alternative assets — each with class-specific fields, lifecycle tracking, and custom metadata.

  • 2

    Institutional-grade financials

    Acquisition costs, CAPEX, revenue, OPEX, P&L generation, budgets, cash flow, and balance sheets — all in pence-accurate integer arithmetic.

  • 3

    AI-powered monitoring

    50+ pre-built templates detect yield drops, cash shortfalls, compliance gaps, arrears patterns, and market shifts — before you notice them.

  • 4

    Investment intelligence wizard

    Evaluate any acquisition with geographic data, demand matching, financial modelling, lender pre-qualification, and AI-synthesised investment thesis.

Private Exchange

Off-market. On your terms.

A closed network exclusively for verified asset owners. Buy, sell, and lease — with progressive disclosure that protects your identity until you're ready.

1

Anonymous Listings

List assets with anonymised summaries. Buyers see class, region, yield, and metrics — never your identity or address.

2

Staged Disclosure

You control what's revealed at each stage. Financial detail, tenancy data, and compliance — released only to approved parties.

3

Lease Demand Board

Councils, NHS trusts, and care providers post property requirements. Match your portfolio to institutional lease demand.

4

Accelerated Due Diligence

All asset data is already in the platform. Data rooms auto-populate. Deal timelines compress from months to weeks.

Integrations
15+

Accounting & Payments

Xero, Sage, QuickBooks, FreeAgent, Stripe, GoCardless, PayPal, Square — auto-sync with configurable field mapping and reconciliation.

100+

UK Lenders

Curated lender catalogue with criteria matching, auto-generated lending packs, and application tracking from DIP to completion.

API

Public API & Webhooks

RESTful API with scoped keys, 47 webhook events, bulk import, and full documentation. Connect any custom tool to your portfolio data.

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Asset owners

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Assets tracked

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UK lenders

0%

Uptime SLA

Pricing

Plans that scale with your portfolio

14-day free trial. No credit card required. Cancel anytime.

Starter
£49/mo

For growing portfolios

  • ✓ Up to 25 assets
  • ✓ 5 team members
  • ✓ Core analytics & KPIs
  • ✓ Document management
  • ✓ Compliance tracking
  • ✓ Google Maps & Street View
  • ✓ Email support
Start free trial
Professional/Most Popular
£149/mo

For serious investors

  • ✓ Up to 100 assets
  • ✓ 20 team members
  • ✓ AI monitoring & alerts
  • ✓ CRM with email & SMS
  • ✓ Full reporting suite
  • ✓ Private Exchange access
  • ✓ All integrations
  • ✓ Priority support
Start free trial
Enterprise
Custom

For institutional portfolios

  • ✓ Unlimited assets & users
  • ✓ Investment Wizard
  • ✓ Lending Connection
  • ✓ Exit Strategy & Fund Matching
  • ✓ Market Intelligence
  • ✓ Public API & Webhooks
  • ✓ White-label & custom domain
  • ✓ Dedicated account manager
Contact sales

Latest Insights

View all
Portfolio Strategy

How AI monitoring transformed a 40-asset portfolio's compliance tracking

8 min read

Market Analysis

UK institutional lease demand: where councils are looking for housing in 2026

12 min read

Technology

Why automated valuations and comparable analysis are changing acquisition strategy

6 min read