Frequently Asked Questions

About Accellency

Who is Accellency?

Accellency advises investment funds, private companies and listed companies at strategic financial moments: positioning for a major fundraise, maximising value at a transaction, or strengthening stock-market credibility. The Accellency team combines extensive buy-side and sell-side experience as investors and capital markets specialists with deep sector expertise.

What are Accellency's differentiating strengths?

Accellency combines 50+ clients, managing $3.5tn in AUM across 200+ mandates with proprietary methodologies for equity story (ESTEX®) and go-to-market positioning, with a senior team from investment banking, fund management, equity research and investor relations. Accellency’s expertise spans eight asset classes: Private Equity, Private Credit, Real Estate, Infrastructure, Secondaries, Venture & Growth, Impact and Hedge Funds strategies. Accellency also covers 6 core sectors: Real Estate, Financial Services, Software & technology, Healthcare, Energy & Infrastructure, Retail & Consumer.

What is Accellency's track-record?

Accellency has delivered 200+ mandates with a Net Promoter Score exceeding 80, for clients including Ardian, KKR, TowerBrook, Eurazeo, CVC, Tikehau, Astorg, Bridgepoint, Edmond de Rothschild, AXA, Jeito, Crédit Agricole, OVHcloud, Adevinta, Carmila, Klépierre, Younited and more. Mandates cover equity stories, go-to-market positioning, IPOs, roadshow preparation, IR advisory, AGMs and white papers.

Expertise

Who is the Accellency team?

Every Accellency mandate is led directly by its senior partners: Alexandra Prigent, Romain Richemont, Nick Webb and Thomas Delanglade. Each brings over 20 years in investor relations, capital markets, equity research and M&A, built at institutions such as Goldman Sachs, BNP Paribas Exane, UBS and TotalEnergies.

What asset classes does Accellency cover?

Accellency has in-house expertise across eight asset classes: Private Equity, Private Credit, Real Estate, Infrastructure, Secondaries, Venture & Growth, Impact and Hedge Funds strategies.

What sectors does Accellency specialise in?

Accellency’s sector expertise spans Real Estate, Financial Services, Software and Technology, Healthcare, Energy and Infrastructure, and Retail and Consumer.

Does Accellency work only with private markets?

No. Accellency advises across private markets, listed markets and IPOs, working with investment funds, private companies and listed companies.

What companies does Accellency work with?

Accellency works with mid-to-large companies, typically those with at least €500m in annual sales, and with established GPs rather than start-ups or first-time funds.

Does Accellency work with first-time funds or start-ups?

No. Accellency works with established GPs and mid-to-large companies, not first-time funds or start-ups.

Can Accellency work on IPOs?

Yes. Accellency has a successful track record running the equity streams of major IPOs in Europe and the US, including OVHcloud and Global Blue.

Investment Funds

What does Accellency do for investment funds?

For investment funds, Accellency shapes positioning, from go-to-market strategy to exit readiness for portfolio companies. Accellency builds LP-facing material (AGMs, investor days, DDQs, PPMs, thought leadership), and prepares teams with full roadshow preparation: drafting the pitch, script review, delivery coaching and mock LP meetings. GPs typically engage ahead of a fundraise, an AGM or a portfolio company exit.

When should a fund appoint Accellency for a fundraise?

Ideally at least six months before the first LP meetings. This gives Accellency time to build a full go-to-market strategy, refine the fund’s positioning and materials, and prepare the team before fundraising begins.

Why do leading funds work with Accellency?

Leading funds work with Accellency for its specialist expertise in investor relations, equity story and go-to-market positioning, backed by a results-oriented culture. This is proven by 200+ mandates across 50+ clients, including repeat work for established GPs such as Ardian, KKR, Eurazeo and Tikehau.

What makes an AGM or LP investor day successful?

Accellency designs AGMs and LP investor days for success: forward-looking content, genuine dialogue with LPs, time for peer networking and thoroughly prepared speakers. Accellency delivers these events end-to-end, from event strategy and slides to scripting and delivery coaching.

How can DDQs and PPMs help a fund stand out?

Accellency produces and reviews DDQs and PPMs to the highest standard, turning the core documents LPs use to evaluate a fund into tools that build a GP’s credibility. Rather than a copy-and-paste of the last vintage, each document reflects current market dynamics, key differentiators and rising LP expectations. With just over half of all committed capital going to the 100 largest funds in 2024, that edge matters more than ever

Why is thought leadership fundamental for funds in the age of AI?

Accellency writes thought leadership content that AI engines can read and cite, so when LPs use those tools to assess a GP, the fund is described accurately and favourably. This matters more than ever, as investment professionals already use AI-generated analysis in their decisions.

Private companies

What does Accellency do for portfolio companies?

Accellency provides portfolio companies with equity story repositioning, exit readiness, operational support, financial marketing, management coaching, and IPO and private placement positioning. Accellency intervenes 12 to 18 months ahead of an exit to make the company sale-ready, with a management team prepared to present with impact to buyers.

When should we start preparing our company for an exit?

Accellency prepares a company for exit 12 to 18 months before the formal sale process, applying its proprietary 8-step ESTEX® (Equity Story for Exit Readiness) methodology. Starting early lets Accellency align management and shareholders, build the supporting KPIs and coach the team before buyers are in the room.

When should Accellency be appointed for a transaction?

Accellency should be appointed 12 to 18 months ahead of a transaction. This lead time lets Accellency reposition the equity story, align management and shareholders, and prepare the team before the formal process begins.

Listed companies

What does Accellency do for listed companies?

Accellency provides listed companies with strategic IR advisory, equity stories for listed and IPO candidates, capital markets days, perception surveys, and training and coaching. Accellency is engaged around an IPO or capital markets day to strengthen the equity story and the IR programme.

Why does a listed company need an equity story?

Accellency gives a listed company the equity story it needs to turn strategy into a clear, investor-friendly narrative that justifies its growth and valuation. This matters as passive investing concentrates active interest in fewer stocks: index funds and ETFs now hold 51% of US long-term fund assets.

Accellency Academy

What is Accellency Academy?

Accellency Academy is the training and coaching arm of Accellency. Accellency Academy prepares executives and investment professionals to communicate complex financial and strategic messages with clarity and impact, ahead of high-stakes moments such as roadshows, AGMs, capital markets days and exit readiness, through keynotes, workshops and individual coaching.

Methodology

What is Accellency's ESTEX® methodology?

ESTEX® is Accellency’s proprietary 8-step methodology that converts a company’s strategy into an investor-focused equity story ahead of a transaction. The eight steps cover choosing the right analogy, differentiation, market dynamics, client benefits, growth catalysts, business units, the business narrative and finally the top investment highlights.

What is Accellency's go-to-market methodology?

Accellency’s go-to-market methodology is a proprietary 8-step approach that turns a fund’s key selling points and differentiators into an impact pitch that triggers LP interest. The eight steps cover analogy, differentiation, strategic messaging and fund positioning, market intelligence, marketing materials, DDQs, sales-team tools such as elevator pitches and model Q&As, and roadshow delivery coaching.

How does Accellency use AI?

Accellency’s work centres on human interaction and critical strategic thinking, using AI to accelerate document production from its in-house methodologies. In-person services such as coaching are not replaceable by AI. Accellency also equips clients to monitor how AI engines perceive their company or fund, then tailors deliverables to strengthen that perception.

How is Accellency different from an investment bank?

An investment bank runs the transaction process, while Accellency shapes the financial positioning: the equity story, key investment highlights, teaser deck, talking points and Q&As, and the preparation of executives for high-stakes investor interactions. The two roles are complementary.

How is Accellency different from a placement agent?

A placement agent runs the fundraising process and connects a fund with prospective LPs. Accellency shapes the fund’s positioning and go-to-market strategy, defining its key differentiators versus peers, then produces the materials and coaching that prepare the team for investor meetings. The two roles are complementary.

Does Accellency work as a placement agent?

No. Accellency does not run fundraising processes or place capital. Accellency shapes the fund’s positioning and prepares the team for investor meetings.

Is Accellency compatible with a placement agent, and how do they work together?

Yes. Accellency advises on the fund’s positioning and produces the marketing materials (deck, DDQ, PPM, talking points), while the placement agent runs the process and manages LP relationships.

About Accellency

Who is Accellency?

Accellency advises investment funds, private companies and listed companies at strategic financial moments: positioning for a major fundraise, maximising value at a transaction, or strengthening stock-market credibility. The Accellency team combines extensive buy-side and sell-side experience as investors and capital markets specialists with deep sector expertise.

What are Accellency's differentiating strengths?

Accellency combines 50+ clients managing $3.5tn in AUM across 200+ mandates with proprietary methodologies for equity story (ESTEX™) and go-to-market positioning, and a senior team drawn from investment banking, fund management, equity research and investor relations. Accellency's expertise spans eight asset classes, private equity, private credit, real estate, infrastructure, secondaries, venture and growth, impact and hedge funds, and six core sectors: real estate, financial services, software and technology, healthcare, energy and infrastructure, and retail and consumer.

What is Accellency's track record?

Accellency has delivered 200+ mandates with a Net Promoter Score exceeding 80, for clients including Ardian, KKR, TowerBrook, Eurazeo, CVC, Tikehau, Astorg, Bridgepoint, Edmond de Rothschild, AXA, Jeito, Crédit Agricole, OVHcloud, Adevinta, Carmila, Klépierre and Younited. Mandates cover equity stories, go-to-market positioning, IPOs, roadshow preparation, IR advisory, AGMs and white papers.

Expertise

Who is the Accellency team?

Every Accellency mandate is led directly by its senior partners: Alexandra Prigent-Labeis, Romain Richemont, Nick Webb and Thomas Delanglade. Each brings over 20 years in investor relations, capital markets, equity research and M&A, built at institutions such as Goldman Sachs, BNP Paribas Exane, UBS and TotalEnergies.

What asset classes does Accellency cover?

Accellency has in-house expertise across eight asset classes: Private Equity, Private Credit, Real Estate, Infrastructure, Secondaries, Venture & Growth, Impact and Hedge Funds strategies.

What sectors does Accellency specialise in?

Accellency's sector expertise spans real estate, financial services, software and technology, healthcare, energy and infrastructure, and retail and consumer.

Does Accellency work only with private markets?

No. Accellency advises across private markets, listed markets and IPOs, working with investment funds, private companies and listed companies.

What companies does Accellency work with?

Accellency works with mid-to-large companies, typically those with at least €500m in annual sales, and with established GPs rather than start-ups or first-time funds.

Does Accellency work with first-time funds or start-ups?

No. Accellency works with established GPs and mid-to-large companies, not first-time funds or start-ups.

Can Accellency work on IPOs?

Yes. Accellency has a successful track record running the equity streams of major IPOs in Europe and the US, including OVHcloud and Global Blue.

Investment funds

What does Accellency do for investment funds?

For investment funds, Accellency shapes positioning, from go-to-market strategy to exit readiness for portfolio companies. Accellency builds LP-facing material (AGMs, investor days, DDQs, PPMs, thought leadership), and prepares teams with full roadshow preparation: drafting the pitch, script review, delivery coaching and mock LP meetings. GPs typically engage ahead of a fundraise, an AGM or a portfolio company exit.

When should a fund appoint Accellency for a fundraise?

Ideally at least six months before the first LP meetings. This gives Accellency time to build a full go-to-market strategy, refine the fund's positioning and materials, and prepare the team before fundraising begins.

Why do leading funds work with Accellency?

Leading funds work with Accellency for its specialist expertise in investor relations, equity story and go-to-market positioning, backed by a results-oriented culture. This is proven by 200+ mandates across 50+ clients, including repeat work for established GPs such as Ardian, KKR, Eurazeo and Tikehau.

What makes an AGM or LP investor day successful?

Accellency designs AGMs and LP investor days for success: forward-looking content, genuine dialogue with LPs, time for peer networking and thoroughly prepared speakers. Accellency delivers these events end-to-end, from event strategy and slides to scripting and delivery coaching.

How can DDQs and PPMs help a fund stand out?

Accellency produces and reviews DDQs and PPMs to the highest standard, turning the core documents LPs use to evaluate a fund into tools that build a GP's credibility. Rather than a copy-and-paste of the last vintage, each document reflects current market dynamics, key differentiators and rising LP expectations. With just over half of all committed capital going to the 100 largest funds in 2024 (Preqin), that edge matters more than ever.

Why does thought leadership matter for funds in the age of AI?

Accellency writes thought leadership content that AI engines can read and cite, so when LPs use those tools to assess a GP, the fund is described accurately and favourably. This matters more than ever, as investment professionals increasingly use AI-generated analysis in their decisions.

Private & portfolio companies

What does Accellency do for portfolio companies?

Accellency provides portfolio companies with equity story repositioning, exit readiness, operational support, financial marketing, management coaching, and IPO and private placement positioning. Accellency intervenes 12 to 18 months ahead of an exit to make the company sale-ready, with a management team prepared to present with impact to buyers.

When should we start preparing our company for an exit?

Accellency prepares a company for exit 12 to 18 months before the formal sale process, applying its proprietary 8-step ESTEX™ (Equity Story for Exit Readiness) methodology. Starting early lets Accellency align management and shareholders, build the supporting KPIs and coach the team before buyers are in the room.

When should Accellency be appointed for a transaction?

Accellency should be appointed 12 to 18 months ahead of a transaction. This lead time lets Accellency reposition the equity story, align management and shareholders, and prepare the team before the formal process begins.

Listed companies

What does Accellency do for listed companies?

Accellency provides listed companies with strategic IR advisory, equity stories for listed and IPO candidates, capital markets days, perception surveys, and training and coaching. Accellency is engaged around an IPO or capital markets day to strengthen the equity story and the IR programme.

Why does a listed company need an equity story?

Accellency gives a listed company the equity story it needs to turn strategy into a clear, investor-friendly narrative that justifies its growth and valuation. This matters as passive investing concentrates active interest in fewer stocks: index funds and ETFs now hold 51% of US long-term fund assets (ICI, year-end 2024).

Accellency Academy

What is Accellency Academy?

Accellency Academy is the training and coaching arm of Accellency. Accellency Academy prepares executives and investment professionals to communicate complex financial and strategic messages with clarity and impact, ahead of high-stakes moments such as roadshows, AGMs, capital markets days and exit readiness, through keynotes, workshops and individual coaching.

Methodology

What is Accellency's ESTEX™ methodology?

ESTEX™ is Accellency's proprietary 8-step methodology that converts a company's strategy into an investor-focused equity story ahead of a transaction. The eight steps cover choosing the right analogy, differentiation, market dynamics, client benefits, growth catalysts, business units, the business narrative and finally the top investment highlights.

What is Accellency's go-to-market methodology?

Accellency's go-to-market methodology is a proprietary 8-step approach that turns a fund's key selling points and differentiators into an impact pitch that triggers LP interest. The eight steps cover analogy, differentiation, strategic messaging and fund positioning, market intelligence, marketing materials, DDQs, sales-team tools such as elevator pitches and model Q&As, and roadshow delivery coaching.

How does Accellency use AI?

Accellency's work centres on human interaction and critical strategic thinking, using AI to accelerate document production from its in-house methodologies. In-person services such as coaching are not replaceable by AI. Accellency also equips clients to monitor how AI engines perceive their company or fund, then tailors deliverables to strengthen that perception.

How is Accellency different from an investment bank?

An investment bank runs the transaction process, while Accellency shapes the financial positioning: the equity story, key investment highlights, teaser deck, talking points and Q&As, and the preparation of executives for high-stakes investor interactions. The two roles are complementary.

How is Accellency different from a placement agent?

A placement agent runs the fundraising process and connects a fund with prospective LPs. Accellency shapes the fund's positioning and go-to-market strategy, defining its key differentiators versus peers, then produces the materials and coaching that prepare the team for investor meetings. The two roles are complementary.

Does Accellency work as a placement agent?

No. Accellency does not run fundraising processes or place capital. Accellency shapes the fund's positioning and prepares the team for investor meetings.

Is Accellency compatible with a placement agent, and how do they work together?

Yes. Accellency advises on the fund's positioning and produces the marketing materials (deck, DDQ, PPM, talking points), while the placement agent runs the process and manages LP relationships.

News

News & Updates

Our news section provides insights into recent developments, company achievements and industry trends that shape our business and the markets we serve. Stay informed about our latest activities and strategic initiatives here.

Accellency attended IPEM Global 2026, held from September 8th to 10th, at the Palais des Congrès de Paris. It was a great opportunity to reconnect with familiar faces and hear how leading private equity practitioners are thinking about exit readiness today. One panel in particular stood out, centered on the theme of equity story & exit […]

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Accellency was honoured to attend the annual Gala dinner of the Fondation des Femmes, a particularly special edition this year marking ten years of action and mobilisation for women’s rights. This fundraising evening was filled with energy and good spirits, bringing together clients, partners and long-time supporters around a cause we deeply believe in. A […]

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The private equity exit market is more selective than it has been in years. Buyers are demanding, financing conditions remain tight and exit windows open and close with little warning. In this environment, the question is no longer simply whether a portfolio company is a good business. The question is whether it is ready to […]

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