The Time for Private Markets is Now

Private markets within your clients' reach

The entire alternative asset distribution cycle, integrated into your entity, with your brand

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70K

60K

50K

40K

100K

30K

20K

Backed by the sector

The technological infrastructure used by banks and managers, through which thousands of clients already invest in private markets

Solution

Everything you need to operate in private markets

A modular platform that combines digital distribution, white-label infrastructure, and specialized tools to launch, operate, and scale your alternative investment proposition

Operating system

For distributing and operating end-to-end private markets

What's included:

Comprehensive management of the entire investment cycle

Onboarding, subscription, capital calls, distributions, and reporting

Process automation and adaptation to the regulatory requirements of each entity

White-label solution

To launch your private markets channel quickly and agilely

What's included:

Portals ready for clients, advisors, and operations

A 100% digital, integrated and seamless experience

Fully adapted to the brand and visual identity of each entity

Advanced capabilities

To expand your value proposition in private markets

What's included:

Learning Hub to train and accompany advisors and clients

Tokenization to distribute and transact digital assets

Secondary market to facilitate liquidity for clients within the entity

Operating system

For distributing and operating end-to-end private markets

What's included:

Comprehensive management of the entire investment cycle

Onboarding, subscription, capital calls, distributions, and reporting

Process automation and adaptation to the regulatory requirements of each entity

White-label solution

To launch your private markets channel quickly and agilely

What's included:

Portals ready for clients, advisors, and operations

A 100% digital, integrated and seamless experience

Fully adapted to the brand and visual identity of each entity

Advanced capabilities

To expand your value proposition in private markets

What's included:

Learning Hub to train and accompany advisors and clients

Tokenization to distribute and transact digital assets

Secondary market to facilitate liquidity for clients within the entity

Operating system

For distributing and operating end-to-end private markets

What's included:

Comprehensive management of the entire investment cycle

Onboarding, subscription, capital calls, distributions, and reporting

Process automation and adaptation to the regulatory requirements of each entity

White-label solution

To launch your private markets channel quickly and agilely

What's included:

Portals ready for clients, advisors, and operations

A 100% digital, integrated and seamless experience

Fully adapted to the brand and visual identity of each entity

Advanced capabilities

To expand your value proposition in private markets

What's included:

Learning Hub to train and accompany advisors and clients

Tokenization to distribute and transact digital assets

Secondary market to facilitate liquidity for clients within the entity

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

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

Regulatory compliance

KYC/AML and periodic review

Configurable MiFID test

Multi-jurisdiction compliance

Audit-ready traceability

Advisory

Asset allocation engine

Regulatory suitability validation

Scenario and liquidity simulation

Commitment pacing model

Tokenization

Digital register of ownership

Atomic settlement

Compliance embedded in the token

On-chain audit trail

Artificial intelligence

API and MCP server for agents

Agentic transactions

Operational process automation

Investment proposal generation

Value proposition

Why Privera

Increase your revenue in private markets with a platform specifically designed for the distribution of alternative investments in banks and wealth managers

Digital distribution

Cover the entire alternative asset distribution cycle —onboarding, subscription, capital calls, distributions, and reporting— with a digital experience for the client, the advisor, and the operations team

Digital distribution

Operational scalability

Automate distribution processes and scale your alternatives offering to your entire client base without increasing your operations team or taking on the risk of error associated with manual processes

Operational scalability

Automate distribution processes and scale your alternatives offering to your entire client base without increasing your operations team or taking on the risk of error associated with manual processes

Regulatory agility

Architecture designed to agilely absorb European regulatory changes, reducing costs and response times for each new requirement

Regulatory agility

Architecture designed to agilely absorb European regulatory changes, reducing costs and response times for each new requirement

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

Everything you need to operate in private markets

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