Every deal, every risk, every decision — in one place, on the record.
Investment teams run on email threads, spreadsheets and memory. AXO Investment OS holds the whole lifecycle — sourcing to exit — with the reasoning preserved at every stage.
The problems it solves
Deals live in email
No single view of where anything stands.
Committee as theatre
Papers arrive late, the hard questions go unasked, the decision is already made.
Inconsistent diligence
What gets checked depends on who ran it.
Fragile models
One spreadsheet, one author, no way to test what happens if the assumptions break.
Invisible risk
Concentration and covenant breaches surface after they matter.
Market blindness
Currency and commodity exposure is known in theory, never quantified against the actual book.
Impact claims without evidence
DFIs and LPs increasingly want the evidence, not the adjective.
LP reporting as a fire drill
Capital accounts and quarterly letters rebuilt by hand every quarter.
What it does
A pipeline with gates that actually stop things
Nine stages from sourced to portfolio. Five readiness gates before committee — and a deal that hasn't earned them cannot advance. Not a warning. A block.
Diligence rooms that cite or refuse
Per-deal data rooms across thirteen document categories, with findings, red flags and sign-offs. Ask the room a question and the answer cites the document. Ask about something not in it and the system says the evidence isn't there.
Models you can break on purpose
Live scenario modelling that recomputes returns as you type. Then apply real shocks — currency devaluation, fuel prices, rainfall, a rate rise, an export ban — and see which holdings survive, which are impaired, and which break. Applied across the whole portfolio, weighted by sector exposure.
An investment committee that argues
Five officers with opposed mandates, including one instructed to attack the case. Each reads the actual deal record, states a position, and votes. The chair explains the split. Then a human decides — and if the human overrules the committee, that divergence is recorded, not smoothed over.
Risk measured against your stated appetite
Concentration, country and currency limits computed from the live book, not from a quarterly extract. Covenant monitoring that raises a breach the day it happens. Change a threshold and every alert re-evaluates immediately.
Relationship intelligence
The network around your holdings — directors, shareholders, advisors, lenders, counterparties — mapped as a graph, with conflicts detected: the same person on two of your boards, an insider owning a supplier to a company you own, two holdings quietly depending on the same counterparty.
Memory of what you turned down
Every declined deal keeps its reasoning, its red flags, and the lesson. Search it years later. The fund stops relearning what it already knew.
Impact evidenced, not asserted
Metrics carry their evidence or are marked as pending. Reports to development finance investors contain no adjective without a number behind it, and name the gaps.
Investor relations that reconciles
Capital accounts, calls, distributions and quarterly letters generated from the same records the rest of the system runs on.
The committee can be overruled. The record can't.
Every stage gate, sign-off, vote, human decision and disagreement is written into a chained register that any partner or auditor can verify and export. The value isn't that the system is always right. It's that in five years you can still see exactly what was known, who decided, and why.
Deployment
AXO Cloud
We host it. Nothing to install, nothing to run, live in days.
Models: hosted.
For organisations whose data policy permits cloud processing.
Enterprise
Your private cloud or your data centre, deployed and managed by us.
Models: hosted or local, your choice.
For institutions with an existing infrastructure standard to meet.
Sovereign
Installed inside your own network on infrastructure you own. No outbound connection.
Models: local, running on your hardware.
For regulators, defence, and institutions whose data cannot leave the building.
Moving between tiers is part of the licence, not a new purchase.
Try to break it.
The demonstration runs a fictional fund with live deals, real gates and a working audit chain. Advance a deal that hasn't earned its gates. Ask the data room something it has no evidence for. Overrule the committee and find the record.
Demonstration environment — the products run on demonstration data from a fictional organisation. Request access to explore them.