Brokers
Increasing broker dealer engagement and client access by collectively supporting market liquidity with reliable data, research and infrastructure.
Despite the potential for considerable gains in the market for private secondaries, recent market volatility has spooked buyers and created misaligned expectations from many sellers.
Without more significant dialogue, context, and data, bringing both sides of a trade to the table is a tougher value proposition.
PM Insights data is driven from an ever-growing consortium of Brokers in the private secondary market. Brokers participate in a totally anonymized “Give-to-Get” data relationship as an independent 3rd party service provider rather than any kind of exchange or intermediary.
Prioritizing discretion and anonymity, our service provides brokers with composite data that safeguards individual client and broker activities, preserving business integrity and preventing reverse engineering.
Schedule a demo with one of our experts
Relationship Management
Increase the scope of data used in both business development and with existing clients.
- Source potential new institutional introductions
- Share independent, objective insights
- Build further trust in secondaries
Anonymity & Discretion
Data between all parties and PM Insights remains anonymous and unattributed.
- Daily content aligns to consensus rather than single brokers
- Data models protect against copycatting or reverse-engineering
- No names or introductions shared without consent
Automate & Streamline
Further develop sophistication and infrastructure with partners.
- Add data flows seamlessly into internal tools & practices
- Benefit from data and research from a non-competiting partner
- Utilize added functionality in workflows (IDs, share counts, etc.)
Ready to see it in action?
Schedule a demo with one of our experts