SECONDARY TRANSFERS

Run every trade in one shared, cross-counterparty platform.

Internal, third-party and many-to-many trades, reconciled, signed and settled from one system of record.

PactFi Secondary Transfers reconciling ledger and OMS positions before activating trades

Products:

Secondary Transfers Data Infrastructure Deals Post-Close Portal

Automation

Auto-settlement with exception management

Ledger and OMS connectivity reconciles positions before activation
Automatic document generation
Bulk execution: sign every document in one step
Many-to-many legs netted into the fewest trades

Trades list reconciling ledger and OMS positions, with matched trades ready to activate

Bulk signing view with 16 of 48 trade documents signed and the rest queued

Trade reporting showing four documents delivered and signed to custodians and fund admins

Internal transfers and third-party assignments shown together in one trades workspace

Control

Internal, third-party and many-to-many trades in one environment

Internal and third-party trades in one workspace
Secure delivery to custodians and fund admins
Fully private and auditable

Time Savings

Settlement from T+20 to T+0

Fewer trades, less rework, no manual entry
Settlement times driven down from T+20 to T+0

Trade summary showing no manual rework and settlement moving from T+20 to T+0

TRADE WORKFLOW

Every step of the trade, covered end to end

Trade details and allocations through to close in one workflow
Affiliate letters, trade confirms, A&A agreements and funding memos on platform

THE NETWORK

Expert Tools For Private Credit Professionals

PactFi allows investors to work more efficiently throughout the deal closing process – even when the deal booking agent is not on the platform. Investors can easily import data onto the platform as PactFi has the capability to integrate with existing tech infrastructure. Investors can also seamlessly export documents from the platform to handle deal closing tasks with an off-platform agent.

01- SECONDARY TRANSFERS

Run every trade in one shared, cross-counterparty platform.

Internal, third-party and many-to-many trades, reconciled, signed and settled from one system of record

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02- DATA INFRASTRUCTURE

A single system of record for private credit data.

Every workflow captures structured data at the source, so your teams, systems and agents work from the same truth.

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03- DEALS

Closing and coordinating private credit deals.

Agented and clubbed transactions, sole-lender deals, amendments and investor-only workflows, all in one permissioned close space.

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04- Post-Close Portal

The system of record for post-close deal activity.

Agents, lenders, and borrowers in one place, from close to continuous servicing.

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Built for Institutional-Grade Trust

Independently attested controls across the platform. PactFi operates with the same rigor as the institutions it serves.

SOC 2 Type II

Independently audited security, availability, and confidentiality controls, reviewed annually by a third-party auditor.

ISO Certification

Independent ISO certification validates our security controls, risk management, and commitment to continuous improvement.

End-to-End Encryption

All data encrypted at rest (AES-256) and in transit (TLS 1.3). Keys managed per-customer with hardware security modules.

Full Audit Trail

Role-based permissions with a complete, exportable audit trail across the platform and asset lifecycle.

Run every trade in one shared, cross-counterparty platform.

Auto-settlement with exception management

Internal, third-party and many-to-many trades in one environment

Settlement from T+20 to T+0

Every step of the trade, covered end to end

Expert Tools For Private Credit Professionals

Built for Institutional-Grade Trust

SOC 2 Type II

ISO Certification

End-to-End Encryption

Full Audit Trail

Ready to Modernize your Private Credit Operations?