As FEATURED IN
Why your pe fund deserves
A DIGITAL PRESENCE
Digital Scale Visibility for LPs
Tell your fund narrative on a secure platform exclusive to LP members who are pre-vetted via a thorough KYC process.
Purpose-built tech-enabled tools
Optimize your digital experience with our matching algorithm tools to generate email alerts and facilitate GP/LP engagement.
Personalized analytics on your fund
Receive reports on what content on your fund profile is most attractive to LPs and see insights on LP traction over time.
Palico's LP Member Base
A Growing community of +1,400 vetted LP investors
Digital solutions
for PE investor relations
Attract LPs through reverse solicitation
Share your compelling fund story to attract LPs and watch as they reach out directly to learn more about your specialized strategy.
Optimize your IR team's time & efficiency
From interviews to data rooms, integrated chats and video conferencing, our purpose-built product has been designed to maximize your IR team’s time and efficiency.
Say goodbye to fees & commissions
We’re pioneering an alternative to success fees. Simply pay a fixed monthly subscription to list your fund and access our platform features.
The Digitization of
PE Investor Relations
Build a compelling fund profile for LPs to discover
Display content on your fund profile where LPs can dig into your brand and strategy — take it to the next level and stay ahead of the competition by offering LPs multimedia content that will compel them to strike up a conversation.
A rich stream of updates
Share an ongoing stream of insightful updates about your fund for interested groups to track over time.
Build momentum and amplify your LP funnel
Receive monthly reports that measure investor activity on your fund profile and understand which of your thought pieces, interviews, and documents are generating the most traction.
Manage your LP network
In your GP account find all the latest information, investor activity and the status of any new LP connections.
What GPs are saying
about Palico
Good Growth Capital
Star Mountain Capital
Mantra Investment Partners
Spruceview Capital Partners
“I definitely love all the different things that we are working on with the Palico team. I love the fact that we did the podcast, as well as the Q&A highlight of one of our key deals …”
“When it comes to compliance issues, everyone that sees our fundraising documents and that requests meetings with us on Palico is accredited. The whole point of Palico is that it cuts down on complications and wasted time so that everyone is served better.”
“We were astonished by the quality and quantity of LP users on the platform. [ … ] We realized that some of the LPs with whom we were trying hard to connect in the past are actually loyal and active Palico users.”
“The Palico team gave us support on multiple levels. They made themselves available for bi-weekly calls to check in on our experience, as well as for ad-hoc requests. They helped us set up and implement a bi-weekly sequence of email reminders about our fund.”
FAQ
What is the Process of Becoming a Member?
In order to become a member of Palico’s marketplace, you can fill out our sign up form in under five minutes. Once submitted, Palico’s internal compliance team handles the rest:
For LPs
To verify LPs joining the platform, Palico validates applicants across four areas:
- User verification: proof of identity and employment.
- Investor status verification: verify the status of the applicant firm or individual as an Accredited Investor.
- Proof of regulatory oversight body: confirmation of the regulatory body that the company falls under (i.e., FINRA in the USA or FCA in the UK).
For GPs
For extra validation, our internal compliance team reviews GP applications in the following areas for validation:
Quality Check
- Must prove that they are a GP fund active in PE. Please note that we do not host hedge funds.
- At minimum, the GP fund must have successfully raised over USD $100M (subject to discretion) in a previous fund.
- The GP manages closed-end funds / blind pool vehicles.
Compliance Check
- Firm-level verification: validate the existence of the corporate entity.
- User verification: prove identity as well as employment for the new user.
- Proof of regulatory oversight body: confirm that the regulatory body of the fund falls under (i.e., FINRA in the USA or FCA in the UK).
Who Should Use Palico's Primary Marketplace?
Palico’s fundraising marketplace is a two-sided marketplace designed to complement fundraising efforts of GP’s and to help optimize LP’s private equity investment opportunities.
How Does Palico's Primary Marketplace Work?
For GPs
What documents should I host in my virtual data room?
At a minimum, we require that a fund teaser be uploaded to the GP’s virtual data room. However, in order to optimize the process, we highly recommend that the following documents also be hosted in the virtual data room:
- Fund Presentation
- Limited Partnership Agreement (LPA)
- Private Placement Memorandum (PPM) or Due Diligence Questionnaire (DDQ)
For LPs
To browse and request access to GP data rooms on Palico, you need to be a registered LP member of the platform. As a member, you can browse all GP fundraising opportunities on the platform.
What is the process of investing in a GP fund on Palico?
Once you’ve identified a GP fund that you are interested in learning more about, you need to request access to that GPs virtual data room. At this point, it is up to the GP to approve access to their virtual data room. If access is granted, the LP will be required to sign an NDA before having access to the files hosted in the data room. There is also an encrypted messaging module hosted in the virtual data room where both parties can ask clarifying questions or request additional information.
Security / Data Protection
Palico’s platform combines technological excellence along with regulatory compliance. We continuously improve the platform to ensure the security and confidentiality for all of our users.
Security and Data Protection:
Palico is a cloud-based platform and complies with the industry-standard data security protocols. Our network and infrastructure use several security layers (encryption, authentication, authorization) to guarantee the confidentiality, integrity of recorded and exchanged data. All security layers are based on widely used and approved protocols in the industry and comply with ISO 27001 certification.
Confidentiality:
Palico offers a virtual data room to share confidential information with selected counterparties. The data room’s access is granted by the seller (in the case of a secondary sale) or by the GP (in the case of fundraising) for chosen requesters.
Palico also provides an end-to-end encrypted messaging module in order to negotiate and discuss transaction details privately.
Anonymity:
Palico is designed to maintain the anonymity of all LP members on the platform:
- Palico respects the LP’s preference to remain anonymous on the platform.
- The LP’s identity is only revealed in the event they have solicited authorization to view confidential material or due diligence documents from a GP’s data room.
- At the sellers discretion, their identity can be kept confidential up until the LOI stage.
Fairness:
The marketplace is controlled and overseen by our internal compliance team. The compliance team thoroughly monitors member activity to ensure that no member is misusing the information available online.
Transparency and Standardization:
Palico is built on the premise of providing a level-playing field to all its members on the platform. It does so by giving all its members’ access to the same information presented in a standardized form for all investment or sale opportunities available on the marketplace
What is the Process of Becoming a Member?
In order to become a member of Palico’s marketplace, you can fill out our sign up form in under five minutes. Once submitted, Palico’s internal compliance team handles the rest:
For LPs
To verify LPs joining the platform, Palico validates applicants across four areas:
- User verification: proof of identity and employment.
- Investor status verification: verify the status of the applicant firm or individual as an Accredited Investor.
- Proof of regulatory oversight body: confirmation of the regulatory body that the company falls under (i.e., FINRA in the USA or FCA in the UK).
For GPs
For extra validation, our internal compliance team reviews GP applications in the following areas for validation:
Quality Check
- Must prove that they are a GP fund active in PE. Please note that we do not host hedge funds.
- At minimum, the GP fund must have successfully raised over USD $100M (subject to discretion) in a previous fund.
- The GP manages closed-end funds / blind pool vehicles.
Compliance Check
- Firm-level verification: validate the existence of the corporate entity.
- User verification: prove identity as well as employment for the new user.
- Proof of regulatory oversight body: confirm that the regulatory body of the fund falls under (i.e., FINRA in the USA or FCA in the UK).
Who Should Use Palico's Primary Marketplace?
Palico’s fundraising marketplace is a two-sided marketplace designed to complement fundraising efforts of GP’s and to help optimize LP’s private equity investment opportunities.
how does Palico's Primary Marketplace Work?
For GPs
What documents should I host in my virtual data room?
At a minimum, we require that a fund teaser be uploaded to the GP’s virtual data room. However, in order to optimize the process, we highly recommend that the following documents also be hosted in the virtual data room:
- Fund Presentation
- Limited Partnership Agreement (LPA)
- Private Placement Memorandum (PPM) or Due Diligence Questionnaire (DDQ)
For LPs
To browse and request access to GP data rooms on Palico, you need to be a registered LP member of the platform. As a member, you can browse all GP fundraising opportunities on the platform.
What is the process of investing in a GP fund on Palico?
Once you’ve identified a GP fund that you are interested in learning more about, you need to request access to that GPs virtual data room. At this point, it is up to the GP to approve access to their virtual data room. If access is granted, the LP will be required to sign an NDA before having access to the files hosted in the data room. There is also an encrypted messaging module hosted in the virtual data room where both parties can ask clarifying questions or request additional information.
Security / Data Protection
Palico’s platform combines technological excellence along with regulatory compliance. We continuously improve the platform to ensure the security and confidentiality for all of our users.
Security and Data Protection:
Palico is a cloud-based platform and complies with the industry-standard data security protocols. Our network and infrastructure use several security layers (encryption, authentication, authorization) to guarantee the confidentiality, integrity of recorded and exchanged data. All security layers are based on widely used and approved protocols in the industry and comply with ISO 27001 certification.
Confidentiality:
Palico offers a virtual data room to share confidential information with selected counterparties. The data room’s access is granted by the seller (in the case of a secondary sale) or by the GP (in the case of fundraising) for chosen requesters.
Palico also provides an end-to-end encrypted messaging module in order to negotiate and discuss transaction details privately.
Anonymity:
Palico is designed to maintain the anonymity of all LP members on the platform:
- Palico respects the LP’s preference to remain anonymous on the platform.
- The LP’s identity is only revealed in the event they have solicited authorization to view confidential material or due diligence documents from a GP’s data room.
- At the sellers discretion, their identity can be kept confidential up until the LOI stage.
Fairness:
The marketplace is controlled and overseen by our internal compliance team. The compliance team thoroughly monitors member activity to ensure that no member is misusing the information available online.
Transparency and Standardization:
Palico is built on the premise of providing a level-playing field to all its members on the platform. It does so by giving all its members’ access to the same information presented in a standardized form for all investment or sale opportunities available on the marketplace