Accreta by Cavari

The transaction operating system for private markets.

Replace fragmented spreadsheets, scattered outreach, and manual deal tracking with intelligent infrastructure purpose-built for institutional execution.

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100,000+

Institutions Profiled

94%

Match Rate

80%

Research Time Saved

2.4x

Universe Expansion

The Problem

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.

The Platform

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.

The Exchange

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.

Buy-side Posting

Curated Submissions

NDA Workflow

Qualification Scoring

Fit Score Matching

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.

AI Layer

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.

For Advisory Teams

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.

Pricing

Built for every stage of your growth.

Founder

$599/mo

Billed monthly

1 active mandate
Full database access
Outreach module
Watchlists
Basic analytics

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