Is Deal lifecycle included in every secondri deployment?

Module access depends on your package. Broker Stack teams typically enable trading, deals, and compliance together; Emerging Manager packages emphasize fund admin and the investor portal. Contact sales to map modules to your organization.

How long does implementation take?

Most teams begin with core workflows in days, then expand modules and integrations over subsequent sprints. We provide implementation playbooks and training for desk, ops, and IT stakeholders.

Can we integrate with our existing OMS or CRM?

Yes. secondri exposes REST APIs, webhooks, and CSV exports so you can sync orders, counterparties, and reporting outputs without a rip-and-replace project.

Is secondri multi-tenant cloud SaaS?

secondri is purpose-built as multi-tenant cloud software with tenant isolation, role-based access, and optional SSO for enterprise programs.

Deals

Private secondary deal management from NDA to settlement

Track every stage on one record, negotiation threads, diligence documents, compliance sign-off, wire instructions, and partial execution with re-matching of remaining capacity.

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Conference table representing deal negotiations

Overview

Deal state scattered across email is a compliance liability

Secondary deals involve multiple parties, document versions, and stage gates. When status lives in inboxes, nobody trusts the pipeline, and audits reconstruct history from forwarded attachments.

Partial executions and re-matching make spreadsheet trackers brittle. Middle office needs wire details on the deal record, not a side tab.

Overview

One deal record with embedded data room and settlement

secondri Deals carry version history, negotiation threads, step-based document requirements, and pair execution views. The deal-scoped data room keeps diligence, Q&A, and watermarked downloads inside the same audit trail.

Stages from draft through NDA, diligence, negotiation, execution, settlement
Deal-scoped data room with party grants and access logging
Wire instructions and settlement checklists on the deal record
Parent-child deals and partial execution with capacity re-matching

Capabilities

Deal pipeline

Kanban-friendly lifecycle with assignment and SLA visibility.

Data room

Folders, bidder groups, watermarked PDFs, lock/share controls, and Q&A on diligence steps.

Negotiation threads

Structured discussions tied to deal versions, not lost chat logs.

Pair execution

Sankey-style allocation planning for complex secondary structures.

Wire instructions

Beneficiary, SWIFT, and reference data stored with the deal.

Document gating

Required files enforced before stage advancement.

Deal workflow

01
Open
Create from Trading Desk match or manual entry with counterparty roles.
02
Diligence
Grant data room access, collect documents, run Q&A on gated steps.
03
Compliance
Complete subtype-specific checks before execution approval.
04
Settle
Confirm wires, mark partial fills, and re-match remaining capacity.

For deal managers and middle office

Deal Managers configure and advance trades; Middle Office executes settlement with least-privilege access.

Solutions for GP secondaries desks

Cloud

Delivery

Multi-tenant

Architecture

API-ready

Integrations

SOC2-ready

Posture

Frequently asked questions

Is Deal lifecycle included in every secondri deployment?: Module access depends on your package. Broker Stack teams typically enable trading, deals, and compliance together; Emerging Manager packages emphasize fund admin and the investor portal. Contact sales to map modules to your organization.
How long does implementation take?: Most teams begin with core workflows in days, then expand modules and integrations over subsequent sprints. We provide implementation playbooks and training for desk, ops, and IT stakeholders.
Can we integrate with our existing OMS or CRM?: Yes. secondri exposes REST APIs, webhooks, and CSV exports so you can sync orders, counterparties, and reporting outputs without a rip-and-replace project.
Is secondri multi-tenant cloud SaaS?: secondri is purpose-built as multi-tenant cloud software with tenant isolation, role-based access, and optional SSO for enterprise programs.

See secondri in action

Walk through a sample environment with your workflows, compliance checks, and reporting needs. Our team will tailor the demo to your desk or fund operations model.