Revolutionary AI for Private Equity excellence
Experience the future of secondaries & liquidity automation. Upload data, ask questions, and get instant AI-powered insights.
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.
Transform your secondaries & liquidity operations with conversational AI that understands your business context
Transform complex data queries into simple conversations. No SQL, no technical training, no complex dashboards. Secondary Deal Tracker understands your secondaries & liquidity context and delivers instant, actionable insights.
"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, drill down into details, and explore data naturally through conversation
Auto-generates charts, tables, and interactive dashboards perfectly tailored to your questions
Export insights as reports, presentations, or embed live dashboards anywhere in your workflow
Remembers your secondaries & liquidity context and provides industry-specific insights
Empowering Private Equity professionals with intelligent automation and actionable insights
Streamline your secondaries & liquidity workflows with AI-powered insights tailored for secondaries director responsibilities.
Streamline your secondaries & liquidity workflows with AI-powered insights tailored for portfolio strategy lead responsibilities.
Streamline your secondaries & liquidity workflows with AI-powered insights tailored for liquidity manager responsibilities.
See how Secondary Deal Tracker revolutionizes your secondaries & liquidity operations with AI-powered insights and intelligent automation.
30-minute walkthrough tailored to your secondaries & liquidity team
A tailored walkthrough mapping Secondary Deal Tracker to your live workflows.
We map your investor update or IC workflow and configure benchmarks in-session.
Security review packet, SOC 2 controls, and sample tenant architecture.
Dedicated RevOps + AI engineer to instrument signals and measure ROI.
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