The Three Marketplace Modes
When to use Fixed-Price listings, Bid Auctions, and Timed Auctions — and which one fits which fund.
Enabling the Marketplace for a Deal
Turning on secondary marketplace at the client and per-deal level.
Approving or Cancelling a Marketplace Listing
Reviewing investor-initiated listings, approving them for the marketplace, or cancelling stuck listings.
Settling Auction Trades
From auction-close to certificate-transfer — settling matched bids, eligibility re-check, and payment capture.
Setting Up a Timed Auction
Configuring the internal phase, open phase, starting bid, and end time for a timed share auction.