Secondary transfers
Short answer: Secondary transfers keeps your firm’s secondary transfer records — investors see only their own.
Secondary transfers keeps your firm’s secondary transfer records — investors see only their own.
- What’s recorded: Selling investor, Buyer (name), Buyer email, Fund, Commitment transferred, Price agreed, Notes
- Steps: Requested → Approved / Rejected; Approved → Documents signed / Rejected; Documents signed → Completed / Rejected. The database only allows these moves.
- Two-person approval: whoever created it can’t approve it.
- Investor emails go out when a record reaches: Approved, Completed, Rejected.
- Investors can create these from their portal.
- Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.
Try it in the free demoTalk to us