Auptimate helps investor groups pool capital for private-market secondary opportunities while coordinating deal approvals, onboarding, banking and ongoing administration.
A secondaries SPV pools investor capital to acquire existing company shares or Fund interests from a current holder. Unlike a primary investment, the purchase consideration generally goes to the seller rather than the issuing company.
Use one Multi-Asset SPV to evaluate and execute more than one approved secondary investment.
Bring documents, digital onboarding, banking and transaction records into one workflow.
Give participating investors a defined approval or voting process for each proposed deal.
Maintain vehicle-level accounting, communications and reporting across the portfolio.
Each secondary opportunity is presented under the Multi-Asset vehicle’s agreed governance process. Investors review the transaction and exercise their applicable rights. Once approved and funded, the SPV acquires the interest and maintains the investment records centrally.
Confirm the terms, rights and governance
Form the SPV and prepare transaction documents
Complete checks, tax forms, subscriptions and
e-signing.
Launch and manage ongoing administration
Auptimate keeps investor documents, capital activity and vehicle reporting connected after closing, supporting a clearer operating record for the transaction.
Structure around the approved transaction and terms
Streamline subscriptions,
e-signatures and investor verification
Maintain records, reporting and
distributions post-close
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