How Axevil Pro works
One interface for every client mandate: deal flow with memos, client onboarding and accreditation, per-client allocations and reporting.
The short answer
Axevil Pro is the adviser-side view of the same infrastructure: one interface holding every client mandate, with deal flow and memos on one side and client onboarding, allocations and reporting on the other. The structures underneath are identical to the ones a private investor uses — one dedicated SPV per deal — but the paperwork is generated per client and the reporting is built to be handed to a compliance function.
Who can apply
Licensed investment advisers, wealth-management firms, private banks, family offices and independent advisers with accredited-investor clients. Applications are reviewed individually rather than approved on signup, and approval includes a discovery call and a compliance review on both sides. Advisers outside the United States are within scope where they and their clients are qualified under the equivalent regime in their jurisdiction. The KYC and compliance requirements differ by region, and that is settled during onboarding rather than assumed.
Four things the platform actually does
Deal flow The open deals with their memos, valuation histories and SPV documents, in a form you can take to a client rather than summarise from memory. Client onboarding Invite a client, watch their identity check and accreditation progress, and see the status without asking them for screenshots. Allocation Subscribe on behalf of one client or across several in one workflow; subscription documents are generated per client, per SPV.
What stays with you, and what the platform runs
Yours The client relationship, the suitability judgement and the allocation decision. Nothing on the platform decides for a client whether a position belongs in their portfolio, and nothing is presented to them without you. Ours Sourcing and underwriting the deal, forming and administering the SPV, the cap-table entry, the shareholder communications, the valuation record and the distribution when the position is realised. Shared Client onboarding. The client passes their own identity check and accreditation; you see the status at every stage and chase what is missing.
How the commercial side is set up
There are no setup fees, licence fees or annual minimums for a partner; partner remuneration is tied to allocations and is disclosed in full during onboarding, because it is part of the partner agreement rather than a published tariff. Payments are made to the partner entity on a regular cycle, with statements available in the Pro dashboard. The fees the client pays are the SPV’s own, documented per deal and deducted at the vehicle level — the same structure described in fees and costs.
How to start
Request a demo through contacts. The call covers the platform, the partner agreement and the requirements that apply to your licence and jurisdiction. Once the agreement is in place, the first step is onboarding a client.