Frequently asked questions

For general partners
Are all members accredited and what is your accreditation process?

Accreditation is something that investors request after they join Palico. Not all Palico members are accredited, but only accredited members and those who work for regulated entities can view detailed investment descriptions, download teaser documents posted with an investment opportunity, and request access to data rooms. Palico follows SEC procedures for determining who is an accredited investor.

Who will receive notifications about fundraisings and broadcasts that I post?

Every time that you list an investment opportunity or post a broadcast, we send a notification to accredited investors who have asked to receive information about opportunities that match the strategy and region indicated in your firm profile. Who will have access to opportunities that I post?

All members will be able to view basic information about your fundraising opportunity such as the name, strategy, region and target size. Your opportunity’s data room will only be accessible by members that you individually approve. Fundraisings with posted documents tend to get more views. Thus, we recommend that you upload documents to your data room.

Who will have access to fund opportunities that I post?

All members will be able to view basic information about your fundraising opportunity such as the name, headline, strategy, region and target size. Only accredited members and those working for regulated entities will be able to review your detailed investment description and any documents that you post. You can also choose whether the ability to view your detailed investment description and documents is limited to one or more of LPs, Funds of Funds, or GPs. Your opportunity’s data room will only be accessible by members that you individually approve. Investors can choose to limit their investment opportunity searches to only those with additional documents posted and fundraisings with posted documents tend to get more views. Thus, we recommend that you upload teaser documents and populate your data room.

Who will have access to information that I post in my firm profile?

Information and documents that you post in your firm profile will be viewable by all Palico members, both accredited and non-accredited.

How does posting information on Palico affect my compliance with SEC, FINRA, and AIFMD solicitation rules?

The Palico Marketplace includes password protected areas that are only accessible by accredited investors. Your fundraising data rooms are only accessible with your explicit permission on a per-user basis. You can post investment information and documents to data rooms in compliance with the Lamp Technologies, Inc. No-Action Letter. When an investor contacts you or requests permission to view your data room based on information that you post on Palico, it is considered reverse solicitation.

How do I find investors for my opportunity?

You should upload documents to your fund’s private data room so that investors can get the information they need to decide if they want to invest. Investors will not be granted access to the data room without your explicit permission. In addition, you should confirm that your firm and personal profiles are complete and up to date so that you show up in search results when investors use the screeners. Finally, depending on your regulatory status and premium plan, you can reach out to individual investors that you think are particularly good prospects and you can send broadcasts to all investors with investment interests that match your firm.

Can you add news about my firm to your news feed?

Our analysts monitor 50+ PE news sources and select the most important stories to include in Palico News. We do not accept press releases or other news stories beyond what we select each day. Depending on your premium plan, you may be able to use our Broadcasts or Updates feature to send news to the Palico community.

How can I cancel my premium subscription?

Once you become a premium member, you can cancel your subscription at any time on this page. Your premium subscription will continue until your next renewal date and you will not be billed again. After that point, you can continue to use your basic membership.

How do I cancel my membership and delete my account

If you want to cancel your membership, we’ll be sorry to see you go, but you can do so at any time by writing support@palico.com

What do I get with premium membership?

What you get with premium membership depends on your industry role, your regulatory status, and the plan you choose. Click here for more information about what is available to you.

How much does Palico cost?

Palico is free to join and all users benefit from free access to basic features. Depending on your role in the PE industry and your regulatory status, several plans are available for access to premium features. Regardless of which plan you choose, you can cancel at any time. Primary and secondary listings in the marketplace’s secure data rooms are free. Investments/sales closed as a direct result of a Palico marketplace contact are subject to a 0.5% success fee paid by the investment sponsor/seller.

How do I become a member of Palico?

Becoming a member of Palico is fast and easy for private equity managers and investors. Complete this short form with your professional email address and we’ll send you a confirmation email with a link to the platform. Click the link and you will get access to Palico’s screeners, news, and more. If you or your firm are an accredited investor or regulated entity, we recommend that you request accreditation after you create your account so that you can access the Marketplace.

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