Is secondri only for brokers?

No. secondri serves secondary brokers, GP secondaries desks, emerging managers, and fund operations teams with modular packages.

Can we buy modules incrementally?

Yes. Contact sales to map modules to your organization. Most teams phase rollout by workflow priority.

Where is data hosted?

secondri is cloud SaaS with multi-tenant isolation. Enterprise programs can discuss regional hosting requirements during sales conversations.

Platform

One cloud platform for secondary markets and fund operations

secondri modules span secondary trading, deal execution, compliance, fund admin, LP portal, collaboration, and enterprise integrations, unified by shared data, permissions, and audit trails.

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Overview

Secondary teams should not run on generic software

CRM systems lack LP interest models. Spreadsheets lack compliance gates. Legacy enterprise suites price out emerging managers. The result is fragmented process and audit risk.

secondri is purpose-built for LP secondaries, cap-table trades, fund interests, capital calls, and LP reporting, not generic workflows stretched to fit.

Overview

Modular SaaS aligned to real sidebar domains

Enable modules as you grow. Trading and Deals for brokers and GP desks. Compliance and Reports for control and leadership visibility. Funds, Portal, and Portfolio for emerging managers. Integrations when IT requires SSO and API sync.

Dashboard & analytics: real-time KPIs and desk reporting
Secondary market trading: interests, matching, deals, data room
Compliance & controls: gates, templates, RBAC, audit export
Fund administration: funds, commitments, calls, distributions
Investor portal: LP self-service and capital call workflows
Enterprise: SSO, webhooks, API, retention policies
Collaboration: conversations, calendar, tasks, file manager

Architecture at a glance

Multi-tenant cloud

Fast deploy with tenant isolation and regional hosting options for enterprise.

Shared audit trail

Activity log spans trading, deals, fund admin, and portal actions.

Permission bundles

PE roles from Admin through Investor portal-only access.

CSV + API + webhooks

Pragmatic integrations without rip-and-replace.

CMS for IR

Public opportunities, blog, newsletters, and contact requests.

In-app documentation

Searchable user guide and OpenAPI reference for engineers.

Typical adoption path

01
Core workflow
Trading Desk and Deals for order-to-settlement visibility.
02
Controls
Compliance templates and RBAC aligned to your policy.
03
Reporting
Dashboard and regulatory exports for leadership.
04
Expand
Fund admin, portal, SSO, and API as programs mature.

Choose your starting point

Brokers and GP desks often start with Broker Stack. Emerging managers start with fund admin and LP portal. Fund ops teams bridge both.

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Cloud

Delivery

Multi-tenant

Architecture

API-ready

Integrations

SOC2-ready

Posture

Frequently asked questions

Is secondri only for brokers?: No. secondri serves secondary brokers, GP secondaries desks, emerging managers, and fund operations teams with modular packages.
Can we buy modules incrementally?: Yes. Contact sales to map modules to your organization. Most teams phase rollout by workflow priority.
Where is data hosted?: secondri is cloud SaaS with multi-tenant isolation. Enterprise programs can discuss regional hosting requirements during sales conversations.

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.