The Time for Private Markets is Now

Private markets within your clients' reach

The first private markets platform
native to artificial intelligence for banks and asset managers

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70K

60K

50K

40K

100K

30K

20K

Backed by the sector

The private markets technology platform already used by banks and managers, and with which more than 15,000 clients invest in private equity and other strategies

The challenge

Private markets grow,

operations do not scale

Demand is growing across all customer segments, but institutions continue to operate with manual processes and an experience that is not fully digital

Digital experience

To sell more with the experience of the public markets

What's included:

Digital onboarding, investment, and reporting

Specific portals for investor, advisor, and back office

Digital Advisor, cash flow simulator, and conversational agents

Reporting manual

Operational efficiency

To scale your offer without multiplying the operational workload

What's included:

Automatic calculation of commissions and retrocessions

AI agents for document extraction, metrics, and data

Automation of the operational cycle and digital contracting of funds

Limited visibility of your portfolio after investing

Digital experience

To sell more with the experience of the public markets

What's included:

Digital onboarding, investment, and reporting

Specific portals for investor, advisor, and back office

Digital Advisor, cash flow simulator, and conversational agents

Operational efficiency

To scale your offer without multiplying the operational workload

What's included:

Automatic calculation of commissions and retrocessions

AI agents for document extraction, metrics, and data

Automation of the operational cycle and digital contracting of funds

Advanced capabilities

To expand your value proposition in private markets

What's included:

Learning Hub, Wealth Advisor, and digital assets

Market intelligence, public API, and MCP server

Secondary market to facilitate liquidity for clients within the entity

Digital experience

To sell more with the experience of the public markets

What's included:

Digital onboarding, investment, and reporting

Specific portals for investor, advisor, and back office

Digital Advisor, cash flow simulator, and conversational agents

Manual reporting

Operational efficiency

To scale your offer without multiplying the operational workload

What's included:

Automatic calculation of commissions and retrocessions

AI agents for document extraction, metrics, and data

Automation of the operational cycle and digital contracting of funds

Limited visibility of your portfolio after investing

Solution

Everything you need to operate in private markets

A modular platform, three value levers

Digital experience

To sell more with the experience of the public markets

What's included:

Digital onboarding, investment, and reporting

Specific portals for investor, advisor, and back office

Digital Advisor, cash flow simulator, and conversational agents

Operational efficiency

To scale your offer without multiplying the operational workload

What's included:

Automatic calculation of commissions and retrocessions

AI agents for document extraction, metrics, and data

Automation of the operational cycle and digital contracting of funds

Advanced capabilities

To expand your value proposition in private markets

What's included:

Learning Hub, Wealth Advisor, and digital assets

Market intelligence, public API, and MCP server

Secondary market to facilitate liquidity for clients within the entity

Digital experience

To sell more with the experience of the public markets

What's included:

Digital onboarding, investment, and reporting

Specific portals for investor, advisor, and back office

Digital Advisor, cash flow simulator, and conversational agents

Operational efficiency

To scale your offer without multiplying the operational workload

What's included:

Automatic calculation of commissions and retrocessions

AI agents for document extraction, metrics, and data

Automation of the operational cycle and digital contracting of funds

Advanced capabilities

To expand your value proposition in private markets

What's included:

Learning Hub, Wealth Advisor, and digital assets

Market intelligence, public API, and MCP server

Secondary market to facilitate liquidity for clients within the entity

Digital experience

To sell more with the experience of the public markets

What's included:

Digital onboarding, investment, and reporting

Specific portals for investor, advisor, and back office

Digital Advisor, cash flow simulator, and conversational agents

Operational efficiency

To scale your offer without multiplying the operational workload

What's included:

Automatic calculation of commissions and retrocessions

AI agents for document extraction, metrics, and data

Automation of the operational cycle and digital contracting of funds

Advanced capabilities

To expand your value proposition in private markets

What's included:

Learning Hub, Wealth Advisor, and digital assets

Market intelligence, public API, and MCP server

Secondary market to facilitate liquidity for clients within the entity

Digital experience

Onboarding

KYC/AML and identity verification

Suitability test and MiFID II

Risk profiling

Digital onboarding

Investment

Automatic subscription documents

Multi-signer electronic signature

Integrated transmission to custodian

End-to-end subscription flow

Reporting

Investor portal with positions and NAV

Capital calls and distributions

Automated periodic reports

Digitalized documentation

Investor Portal

KYC/AML and identity verification

Suitability test and MiFID II

Risk profiling

Digital onboarding

Advisor portal

KYC/AML and identity verification

Suitability test and MiFID II

Risk profiling

Digital onboarding

Back office portal

KYC/AML and identity verification

Suitability test and MiFID II

Risk profiling

Digital onboarding

Operational efficiency

Automations

KYC/AML and identity verification

Suitability test and MiFID II

Risk profiling

Digital onboarding

Regulatory compliance

KYC/AML and periodic review

Configurable MiFID test

Multi-jurisdiction compliance

Audit-ready traceability

Connectivity

KYC/AML and identity verification

Suitability test and MiFID II

Risk profiling

Digital onboarding

Advanced capabilities

Learning hub

Specialized educational content

Training materials for advisors

Educational resources for clients

Knowledge tests and certification

Secondary market

Listing of positions for sale

Buyer-seller matching

Eligibility and GP consent

Settlement and transfer of ownership

Digital Advisor

Asset allocation engine

Regulatory suitability validation

Scenario and liquidity simulation

Commitment pacing model

Digital assets

Digital register of ownership

Atomic settlement

Compliance embedded in the token

On-chain audit trail

Data and market intelligence

KYC/AML and identity verification

Suitability test and MiFID II

Risk profiling

Digital onboarding

Artificial intelligence

API and MCP server for agents

Agentic transactions

Operational process automation

Investment proposal generation

Value proposition

Why Privera

Offer your clients a digital experience comparable to that of public markets and give a productivity boost to your sales and operations teams

Under your brand

Your clients access private markets from a platform with your brand and visual identity, deployed as a white label or integrated via API into your current channels

Under your brand

Your clients access private markets from a platform with your brand and visual identity, deployed as a white label or integrated via API into your current channels

Integrated with your systems

Connected to your core banking, CRM, custody, and back-office, to operate in private markets within your current infrastructure

Integrated with your systems

Connected to your core banking, CRM, custody, and back-office, to operate in private markets within your current infrastructure

Validated in regulated environments

Processes already in production in several financial entities, prepared for the onboarding, suitability, and reporting requirements of a regulated environment

Validated in regulated environments

Processes already in production in several financial entities, prepared for the onboarding, suitability, and reporting requirements of a regulated environment

How we make it happen

Flexible deployment models

Privera adapts to your business model.

Choose who leads the transaction and how the technology is integrated

Who is leading the transaction?

Client-led

The investor discovers, subscribes, and operates autonomously through a digital self-service channel

Client-led

The investor discovers, subscribes, and operates autonomously through a digital self-service channel

Advisor-led

The banker or advisor accompanies the investor throughout the entire process, from recommendation to subscription

Advisor-led

The banker or advisor accompanies the investor throughout the entire process, from recommendation to subscription

How is it integrated into the entity?

White-label

Investors, advisors, and operations teams use Privera's interfaces. Fast and integrated deployment for all profiles, and the best choice if you are looking to go to market immediately.

White-label

Investors, advisors, and operations teams use Privera's interfaces. Fast and integrated deployment for all profiles, and the best choice if you are looking to go to market immediately.

API connection

Investors, advisors, and operations are fully integrated via API. The entity maintains complete control of the experience while relying on Privera's infrastructure and business logic.

API connection

Investors, advisors, and operations are fully integrated via API. The entity maintains complete control of the experience while relying on Privera's infrastructure and business logic.

Platform

End-to-end
distribution

Sales Automation

Onboarding

Investment

Deal Tracking

Reporting

CRM Integration

Sales Automation

Onboarding

Investment

Deal Tracking

Reporting

CRM Integration

Onboarding

100% digital onboarding for all types of profiles, retail and professional, natural and legal persons, with KYC, risk profile assessment, and appropriateness and suitability tests integrated in a single flow

Onboarding

Onboarding

Investment

Execute subscriptions, commitments, and capital calls through standardized workflows. Keep clients, advisors, and operations coordinated in a single, end-to-end digital process.

Investment

Execute subscriptions, commitments, and capital calls through standardized workflows. Keep clients, advisors, and operations coordinated in a single, end-to-end digital process.

Reporting

Centralize distributions, communications, and portfolio visibility into a single dashboard. Total control over the lifecycle of each investment, for both the investor and your team

Reporting

Centralize distributions, communications, and portfolio visibility into a single dashboard. Total control over the lifecycle of each investment, for both the investor and your team

Other Modules

Beyond distribution

Expand your value proposition with modules designed specifically for private markets

Front

Digital experience with your brand, integrated for the end customer, advisor, and operations via white label or API

Secondary market

Provide liquidity to your clients with a module for buying and selling positions in private markets

Secondary market

Price management helps adjust and control pricing

Learning Hub

Accelerate advisor and client training with specialized education in alternative products

Wealth Advisor

Personalized digital advising to define the optimal allocation between liquid and illiquid assets

Wealth Advisor

Smart Forecasting uses real-time data and AI to predict

Tokenization

Improves operational efficiency and opens the door to new distribution and leverage models

Funds Marketplace

Access, analyze, and subscribe to private market funds directly with managers in a unified digital space

Private markets within your clients' reach

Backed by the sector

Private markets grow,

operations do not scale

Everything you need to operate in private markets

Digital experience

Digital experience

Digital experience

Operational efficiency

Operational efficiency

Operational efficiency

Advanced capabilities

Advanced capabilities

Advanced capabilities

Why Privera

Flexible deployment models

Who is leading the transaction?

Who is leading the transaction?

Who is leading the transaction?

How is it integrated into the entity?

How is it integrated into the entity?

How is it integrated into the entity?

End-to-end distribution

Onboarding

Onboarding

Onboarding

Investment

Investment

Reporting

Reporting

Beyond distribution

End-to-end
distribution