Private-data AI for Private Equity workflows
Deploy guided AI inside your environment to analyze documents, preserve metadata, and automate secondaries & liquidity work without giving up control of sensitive data.
Your AI-powered secondaries & liquidity assistant
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Understanding the challenge and providing AI-powered solutions
Secondary opportunities surge, but tracking bids, pricing, and LP communications in spreadsheets slows execution and obscures governance.
Captures GP- and LP-led processes, benchmarks discounts, manages bid calendars, and stores governance artifacts for each transaction.
How Secondary Deal Tracker transforms your secondaries & liquidity operations and delivers measurable value
Shows each secondary process with stage, counterparties, and required approvals.
Stores discount curves, comps, and fairness inputs for decision support.
Keeps fairness opinions, conflicts reviews, and LP notices in one audit-ready workspace.
Connect the systems your team already runs, keep data in your environment, and bring governed AI into daily operations without a ground-up rebuild.
Give business teams a governed way to interact with documents, records, and workflow context. Secondary Deal Tracker keeps the interface simple while preserving traceability, permissions, and deployment controls.
"What drove our secondaries & liquidity performance last quarter?"
Instantly generates interactive charts, identifies key trends, and provides actionable recommendations with full context.
Ask follow-up questions, trace answers back to source material, and review outputs with clear provenance.
Extract signals from files, correspondence, and enterprise records while keeping metadata and business context intact.
Turn findings into reports, approvals, or next-step workflows without losing ownership of the process.
Retain operational context, security boundaries, and team-specific conventions across each workflow.
Deploy governed automation for Private Equity teams without moving sensitive data outside your environment
Bring evidence-linked automation to secondaries director workflows with deployment patterns designed for sensitive data and human review.
Bring evidence-linked automation to portfolio strategy lead workflows with deployment patterns designed for sensitive data and human review.
Bring evidence-linked automation to liquidity manager workflows with deployment patterns designed for sensitive data and human review.
See how Secondary Deal Tracker fits your current workflow, deployment model, and governance requirements without sending sensitive data outside your environment.
30-minute walkthrough tailored to your secondaries & liquidity team
A tailored walkthrough mapping Secondary Deal Tracker to your live workflows.
We map the real workflow, stakeholders, and source systems behind your deployment before configuration begins.
Security review packet, SOC 2 controls, and sample tenant architecture.
Dedicated RevOps + AI engineer to instrument signals and measure ROI.