Who we are
One platform for secondary trade operations.
secondri is a cloud SaaS product for teams that price, allocate, and settle secondary transactions. We focus on the messy middle: coordinating people, documents, and systems so your desk spends time on trades — not on status meetings and spreadsheet archaeology.
Whether you run a dedicated secondaries desk or support private-market liquidity as part of a broader capital-markets function, secondri gives you a single place to run the workflow, prove the controls, and report with confidence.
SaaS
Delivery
Desk + ops
Who it's for
API-ready
Integrations
Our story
Built with desks, not generic SaaS checklists
We started from real secondary workflows: multiple parties, changing terms, tight timelines, and the need to show who did what, when. That is why secondri combines task routing, structured data, and reporting in one product — instead of bolting another tool onto email threads.
Our roadmap is driven by trading and operations leaders who want fewer systems, not more dashboards. If your team lives in OMS, risk, and shared drives today, secondri is designed to sit in the middle and orchestrate — without forcing a rip-and-replace on day one.
Get in touch →What we do
Trade workflow
Model how trades move from inquiry to allocation, settlement, and reporting. Route tasks across the desk with clear ownership, SLAs, and handoffs — so nothing falls through when volume spikes or teams work across regions.
Compliance & controls
Embed approvals, entitlements, and immutable activity history into everyday work. Export evidence packs for audits without rebuilding spreadsheets — built for firms that need repeatable control, not one-off heroics.
Analytics & reporting
Dashboards for pipeline health, counterparty activity, and operational metrics. Connect BI tools or use built-in views so leadership and risk see the same numbers the desk uses day to day.
Beyond core services
Also included
Capabilities that often ship alongside core workflow — so teams do not outgrow the product after the first go-live.
- Deal pipeline and counterparty CRM tuned for secondary workflows
- Document and term-sheet tracking with version history
- Configurable approval chains and four-eyes rules
- Exports for management and regulatory reporting (format varies by jurisdiction)
- Implementation playbooks and training for desk and IT stakeholders
Why secondri
Built for modern secondary desks
Purpose-built for secondaries
Workflows and data models reflect how secondary trades actually behave — not generic CRM or spreadsheet gymnastics stretched to fit.
Cloud-native delivery
Deploy quickly, scale with your business, and roll out updates without weekend cutovers. Regional hosting options available for enterprise programs.
Fits your stack
REST APIs and webhooks for OMS, risk, and document stores. SSO and directory sync for larger organizations.
Security by design
Role-based access, encryption in transit and at rest, and detailed audit trails — so compliance and IT stay aligned with the business.
Ready for a product walkthrough?
Tell us about your desk structure and systems. We typically reply within one business day and can share a tailored demo — live or virtual.
Get in touch