GP desks
GP secondaries desk software your IC can trust
Internal desks need the same rigor as brokers, with tighter permissions, compliance gates, and read-only IC visibility.
Overview
Internal desks inherit ad hoc processes
GP-led secondaries programs start as side projects. Spreadsheets work until volume, consent requirements, and IC scrutiny make informal process a reputational risk.
Overview
Institutional workflow on GP timelines
secondri gives Deal Managers full trading and deal tools while Compliance signs off before execute and IC Viewers consume read-only pipeline and data room access.
- Role bundles: Deal Manager, Compliance, IC Viewer, Middle Office
- GP consent and subtype-specific compliance gates
- Deal-scoped data room with watermarks and access logs
- Reports for IC and regulatory-style exports
Recommended modules
Trading Desk
Internal buy/sell interest management.
Deals
Negotiation through settlement with audit trail.
Compliance
In-product legal sign-off.
Data room
Deal-scoped diligence and Q&A.
Reports
Pipeline and performance for IC.
RBAC
Least-privilege by role and assignment.
Desk operating rhythm
- 01
Source
Capture LP and GP-led opportunities.
- 02
Match
Validate corridors before IC discussion.
- 03
Diligence
Run data room with compliance templates.
- 04
Execute
Middle office settles with wire on deal record.
See compliance and deal modules
Deep dive on execution gates and deal-scoped data rooms.
Compliance controlsCloud
Delivery
Multi-tenant
Architecture
API-ready
Integrations
SOC2-ready
Posture
Frequently asked questions
- Is GP secondaries desks 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.