Palico
For GPs
Palico is a FINRA-approved Electronic Trading System (ETS) facilitating end-to-end LP-led secondary transactions online.
Palico for GPs allows fund managers to effortlessly outsource LP-led secondary transactions through a bespoke digital process.
Transacted on Palico
Enable your LPs to buy/sell their positions in your funds with Palico bespoke features
Secondary transaction intake form
Share your branded intake form with your existing investors.
Notifications of LP sales
Be alerted when an investor is selling a position from your funds.
Buyer exclusions
Maintain full control by excluding specific buyers from accessing the sale process.
Custom NDA & Transfer Agreement
Maintain consistency with your legal processes and save time by sharing your own Non-Disclosure Agreement (NDA) and Transfer Agreement at the start of the process, ensuring compliance from the outset.
Palico captures your key requirements per fund, and integrates them into Palico’s digital process
Palico means GPs set up their process once and are now able to:
- Differentiate from their peers by offering a solution to LP liquidity concerns
- Control which documents are being shared with which buyers
- Save time and resources when properly facilitating LP-led transactions
available plans
The Basic Plan
For GPs with not many LP secondaries but who still want to offer a competitive solution for the ad-hoc cases
The Custom Plan
For GPs with relatively frequent LP secondaries and who want to have a full-standing solution that meets their confidentiality requirements and allows the seller to run a very competitive offer process
The Palico White Label
For GPs with frequent LP secondaries and who want to have a full-standing solution that is branded and private for selective LPs and that is fully controlled by the GP
