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03 · Deals & Secondaries

Multi-party transactions on one rail.

Move deals from pipeline to close with documents, diligence and approvals in one place — then execute co-investments, SPVs and fund or direct secondaries with every buyer, seller and signature coordinated on-platform.

US$ 500m+capital raised & secondaries executed
1,000+sellers & investors in transactions
US$ 12.8msecondary settled on-platform
40+ sellersone coordinated flow
The problem

A transaction is only as good as the thread it lives in.

Deals and secondaries are the most document-heavy, most multi-party events a fund runs — and they are usually run in the least structured tools available.

Pipeline and documents live apart

The stage sits in one tool and the diligence file sits in another. Nobody can open a deal and see both the position and the paperwork behind it.

A secondary with 40 sellers becomes 40 email threads

Pricing, consents and transfer forms are chased individually. One seller going quiet stalls a settlement nobody can see the state of.

Approvals are impossible to evidence afterwards

Six months on, the IC approval is in a slide deck, the sign-off is in an inbox, and the signature is in a PDF nobody can date with confidence.

Capabilities

Pipeline, vehicle and transfer.

Sourcing, execution and settlement sit on the same record. A diligence request, an IC approval and a transfer of units are all the same deal seen at different stages.

Deal Pipeline & Diligence

From first meeting to IC approval.

Every deal carries its own stage, room and checklist. The work is visible, the documents are versioned, and the decision is recorded where the deal is.

  • Configurable stages with owners, next steps and stale-deal flags
  • Deal rooms with versioned documents and per-party access
  • Document requests tracked by counterparty, not by inbox
  • Diligence checklists with findings attached to the item they answer
  • IC memos, approvals and conditions recorded against the deal
  • Full audit trail — who saw what, who approved what, and when
Deal pipes & documentsDeal management & analysis
Co-investments & SPVs

Spin up a vehicle in the same system.

Create the SPV, invite co-investors, allocate, collect the capital, and then report on it the way you report on any other fund — because it is one.

  • Stand up an SPV or co-investment vehicle against the underlying deal
  • Invite co-investors, capture commitments and e-sign the documents
  • Allocate by commitment, discretion or a bespoke rule set
  • Call and reconcile capital, then track it into the position
  • Statements, capital accounts and reporting on the SPV like any fund
Co-investments / SPVsAllocationsCapital collection
Secondaries — Funds & Direct

Many sellers, one settlement.

LP stake transfers and direct secondaries run as a single coordinated transaction — matching, pricing, consent and paperwork tracked per party until the register updates.

  • LP stake transfers in funds and direct secondaries in companies
  • Multi-party matching of buyers and sellers within one transaction
  • Pricing, discounts and allocation across a fragmented seller base
  • GP consent, ROFR and transfer paperwork tracked per counterparty
  • Settlement, and the register or capital accounts updated on close
Secondaries — funds & directConsents & transfersSettlement
AI Agents

Diligence reading, done overnight.

Point an agent at a deal room and ask what the shareholders' agreement says about transfer restrictions, or which sellers have not returned a consent — it answers from the documents in the deal, and cites them.

Implementation

Running your first transaction in weeks.

We start with the deal you have in front of you. Your stages, your documents, your approval chain — configured, then used on a live transaction with us alongside.

Discovery

We map your stages, diligence checklists, approval chain and standard transaction documents.

Configuration

Deal rooms, document templates, consent workflows and permissions are set up per counterparty type.

First transaction

One live deal or secondary is run end to end on CapHive, with our team on the same channel.

Scale up

Pipeline, SPVs and secondaries move onto the platform, with history loaded behind them.

SOC 2 Type II
AES-256 at rest · TLS 1.3 in transit
ISO 27001:2022
SSO / OAuth & full audit logs
Keep going

The rest of the lifecycle.

See CapHive on your own fund data.

Book a walkthrough with our team — funds, portfolios, deals & secondaries, end to end.

or write to hello@CapHive.com