Primary Portal is a FinTech platform that digitizes equity capital markets by providing a network infrastructure for banks and institutional investors to share real-time deal data. This solution enhances efficiency and regulatory compliance while eliminating costs for institutional investors, as banks cover the distribution expenses.
Funding
Funding not disclosed
Founders
Product
Problem
Equity capital markets rely on outdated processes for sharing deal information between banks and institutional investors, leading to inefficiencies, increased costs, and regulatory compliance challenges. Institutional investors often lack a centralized, real-time view of market activity, hindering their ability to make informed investment decisions.
Solution
Primary Portal provides a network infrastructure that digitizes equity capital markets, connecting banks and institutional investors to facilitate the real-time exchange of deal data. The platform aggregates and standardizes deal information, offering a comprehensive market activity overview tailored to individual user needs. By providing a digital feed of deal information directly from banks, Primary Portal enhances efficiency, increases regulatory compliance, and lowers costs for both buy-side and sell-side participants. The system integrates with existing applications through APIs, ensuring interoperability with other systems used by banks and investors.
Target Audience
Primary Portal targets institutional investors seeking a centralized platform for real-time deal information and banks aiming to broaden their distribution scope and enhance client communication.
Features
- Real-time distribution of golden source deal data directly from banks
- Customizable dashboards providing aggregated market activity overview
- Standardized ECM processes enhancing efficiency and regulatory compliance
- Integration with existing corporate infrastructure through APIs
- Automated notifications for deal announcements and updates
- Secure platform adhering to selling restrictions and preventing the sharing of MNPI