The Process

Upload to wire in weeks, not quarters.

How It Works

Three steps. Weeks, not quarters.

Every deal runs on one track: package, compete, close.

Step 01 · Prepare

Package your position.

Upload K‑1s, capital account, and the LPA. We rebuild NAV, flag restrictions, and stamp the package.

Create Secondary Opportunity
Draft
Fund NameSummit Ridge Growth Fund III
Portfolio Value$1,800,000
Deal TypeGP‑led Secondary
Vintage2019
Target CloseBespoke
Package stamped. Blind profile goes to buyers.
Step 02 · Match

Run a competitive bid.

Blind profile goes to matched buyers. You see live bids ranked by price, structure, and speed to close.

Select Winning Bid
6 Bids
Crestline Capital Partners
2 days · All Cash
$1.42B
+5.2%
Granite Point Partners
3 days · Financed
$1.38B
+2.1%
Harborstone Strategic
1 day · Mixed
$1.31B
+0.8%
Winner selected. SPA and GP consent in motion.
Step 03 · Close

Sign and wire.

SPA drafted, GP consent coordinated, transfer mechanics handled. Success fee only when the wire clears.

Deal Closing
In Progress
Closing Progress72%
PDF
Purchase Agreement
2.4 MB
Signed
PDF
Transfer Agreement
1.1 MB
Signed
PDF
GP Consent Letter
0.8 MB
Pending
·

Four documents to get started.

We handle everything else.

01

K‑1 / Tax Statements

Most recent year. We use these to verify capital account balances and distribution history.

02

Limited Partnership Agreement

The LPA tells us about transfer restrictions, ROFR rights, and GP consent requirements.

03

Capital Account Statement

Current unfunded commitment, distributions to date, and net asset value from the GP.

04

Quarterly Report

Most recent GP letter with portfolio company updates and fund‑level performance.

Ready to see what your position is worth?

Get in touch with our secondaries team and start your journey to a faster, better-priced outcome.