New York & Paris – November 27, 2025

At Palico, technology has always been at the heart of how we simplify LP-led secondary transactions. After introducing the Palico Price Indicator in October, we’re now extending the use of AI further along the transaction journey into the secondary sale creation process itself.

Preparing a secondary sale often requires manually extracting information from fund documents, checking for consistency, and entering data field by field. This can be time-consuming, especially for investors handling multiple positions.

Our new AI-assisted workflow changes that.

From documents to draft sale in seconds

By securely analysing the uploaded fund documents, the AI automatically extracts the key information required to prepare a listing. The sale fields are pre-filled instantly, reducing manual work and ensuring a consistent, structured starting point.
You retain full oversight:

• review the extracted information
• make edits where necessary
• launch your sale through Palico’s trusted, confidential workflow

It’s a faster, smoother way to get to market without compromising control or accuracy.

One more step toward fully digital secondaries

“This new capability moves us another step toward fully digital secondaries,” said Antoine Drean, Founder & CEO of Palico. “After introducing the Palico Price Indicator in October, we are continuing to apply AI where it delivers tangible value. Automating the sale creation process reduces friction for LPs and allows investors to focus on decisions rather than administration.”

Building on the Palico Price Indicator, automated sale creation supports Palico’s broader vision: digitizing the entire LP-led secondary journey, from indicative pricing and buyer outreach to bidding and closing. As the secondary market scales and becomes more widely adopted as a portfolio management tool, speed and efficiency increasingly matter. Applied effectively, AI can unlock both.

Watch the short demo below to see how it works.

Try creating your next sale on Palico and experience how AI can simplify the process where it truly matters.