Client-ready summaries of illiquid holdings
Generate plain-language deal summaries and risk flags across funds and direct deals for every client review.
Built for the wealth seat
The platform reads the documents behind every holding and produces the plain-language summaries and risk flags a client review calls for.
Plain language deal summaries
Turn an illiquid holding into a summary a client can read, without the jargon of a deal model.
Concentration risk flags
Flag where a client is over-concentrated across funds and direct deals, before the review.
Liquidity risk flags
Surface liquidity risk across holdings, so it is clear what can move and what cannot.
Consolidated view
See funds and direct deals in one place, instead of one folder per holding.
Built for client reviews
Built for the conversation between a wealth manager and a client.
Summaries from the documents
The same document reading powers every summary and risk flag.
Why wealth managers run on DealNexa
A wealth manager needs plain-language summaries of illiquid holdings for client reviews, not a PE exit pipeline. This platform is built for that seat.
- Plain language summaries of illiquid holdings
- Concentration and liquidity risk in one view
- One consolidated view across funds and direct deals
- Built for the client review, not an exit pipeline
- Summaries generated from the documents
How wealth teams work on DealNexa
A client holds a mix of funds and direct deals, each buried in its own set of documents. DealNexa reads those documents and turns every holding into a plain summary a client can actually follow, without the jargon of a deal model.
Before a review, the platform flags where a client is over-concentrated across funds and direct deals, and surfaces liquidity risk so it is clear what can move and what is locked up. Those flags come from the same documents, so the picture in the review matches what the paperwork says.
Everything sits in one consolidated view instead of a folder per holding, so a wealth manager walks into the client conversation with the whole position in front of them. The platform is built for that review, not for an exit pipeline that belongs to a different seat.
The wealth management platform connects to the tools your firm already runs through our integrations, and shares its foundation with the venture capital and private equity platforms. See how the whole product fits together.
See the platform built for your firm
Tell us how your firm works and we will show you the DealNexa platform built for it.