The transaction operating system for private markets.
Replace fragmented spreadsheets, scattered outreach, and manual deal tracking with intelligent infrastructure purpose-built for institutional execution.
Private markets execution has outgrown its tools.
The largest transactions in the world still run on email chains, disconnected spreadsheets, and ad-hoc outreach. Teams work in silos. Process velocity slows. Opportunities fall through cracks.
Fund deployment strategies shape acquisition targets. Mandate specifics inform database matching. Engagement timing affects deal probability. Yet these elements remain fragmented across tools, teams, and spreadsheets.
Scattered Data
Contact lists, deal notes, and market intelligence spread across dozens of files and tools.
Manual Outreach
Hours spent on repetitive buyer identification, qualification, and follow-up sequencing.
Blind Spots
No visibility into engagement patterns, conversion likelihood, or pipeline health.
Governance Gaps
Audit trails, access controls, and compliance requirements handled manually.
Nine integrated modules. One transaction layer.
Every module connects to every other. Data flows between them automatically. No exports, no re-entry, no reconciliation.
Global Database
100,000+ institutions profiled across 47 countries with 94% match rate accuracy. Verified, enriched, and updated continuously.
Mandates
Structured transaction management from origination through close. Track deal stage, stakeholders, timelines, and decision drivers.
Outreach
Transaction-native engagement with tier-based campaigns, automated sequencing, and deployment-specific targeting.
Data Room
Governed document management with watermarking, version control, download tracking, and comprehensive audit logs.
Analytics
Decision intelligence at every stage. Conversion ratios, engagement velocity, process bottlenecks, and outcome prediction.
Portfolio
Consolidated oversight across all active mandates, stage distribution, and cross-deal pattern recognition.
Market Intelligence
Continuous M&A velocity monitoring by sector, buyer cohort activity tracking, and early-stage deal identification.
Watchlists
Real-time alerts on acquisition activity, fund deployment, key personnel moves, and market consolidation patterns.
Governance
Role-based access controls, deal team isolation, disclosure management, and transaction-level audit trails.
A controlled market for private opportunities.
Accreta includes a managed distribution layer where advisors and institutions publish verified transaction opportunities. Unlike public markets, The Exchange maintains institutional curation, disclosure requirements, and qualification workflows.
Publish
Post verified opportunities with structured disclosure and compliance controls.
Qualify
AI-driven fit scoring ranks potential counterparties by mandate alignment and engagement history.
Connect
Governed introductions with NDA workflows, data room access, and full audit trails.
Intelligence embedded across every module.
Not bolted on. Woven into every interaction, every search, every recommendation.
Predictive Match Scoring
AI models rank institutional buyers by engagement likelihood, deal fit probability, and historical conversion rates.
Natural Language Search
Query the database in plain English. Results match intent, not just keywords. Find the right counterparty in seconds.
Automated Briefing Notes
One-click institutional profiles, executive team bios, recent deal activity, and personalised meeting briefs.
Engagement Intelligence
AI recommends optimal timing, channels, and messaging based on historical patterns and buyer behaviour.
Pipeline Forecasting
Machine learning models predict deal probability, likely close timeline, and potential deal size from engagement data.
Risk Monitoring
Continuous screening of counterparty risk signals, regulatory changes, and market conditions that affect live transactions.
Built by advisors, for advisors.
Accreta was designed from real transaction experience. Every feature started as a workflow problem, not a feature checklist.
Built on Real Workflows
Designed with frontline advisors. Every interaction reflects how you actually execute transactions.
Integrated Collaboration
Your team, your mandate, your strategy. Everything in one environment with full governance.
Extensible by Design
APIs, webhooks, and integrations for your existing stack. Accreta complements, not replaces.
Built for every stage of your growth.
- 1 active mandate
- Full database access
- Outreach module
- Watchlists
- Basic analytics
- Unlimited mandates
- Full product access
- Data room with governance
- Team collaboration
- Advanced analytics
- Multi-entity accounts
- Investment committee workflows
- API + webhooks
- Portfolio heatmaps
- White-label options