Paligan Platform
Every side of the deal, in one place
Investors, deal partners and introducers sign in to the same records, and each of them sees the part of a deal that concerns them whenever they want to look.
01Roles
One deal, seen from each side.
A deal brings together the investors who fund it, the deal partner who may lead it alongside the firm, and the introducer who brought some of those investors to the firm. Each sees their part of it, worked out from the same records, so what one party reads always agrees with what the others read.
An investor sees every position they hold through the firm, marked at the latest valuation, with what they put in, what it is worth today and what has already come back to them. Amounts read in the currency of each investment or in their own.
A deal partner runs their own deals on the platform. They publish the opportunity, follow indications and commitments as they arrive, and see the share of fees each investment earns them, both what has been paid and what the terms still have to deliver.
An introducer registers the investors they bring to the firm and follows each one through to onboarding. They see the fee share their introductions earn, with statements and a record of every payout, and nothing of anyone else’s.
The firm runs its book from the same records, down to where each fee goes. Because every other view is drawn from them, a fee set here is the fee an investor is charged and the share a partner sees.
An investor sees every position they hold through the firm, marked at the latest valuation, with what they put in, what it is worth today and what has already come back to them. Amounts read in the currency of each investment or in their own.
Illustrative, fictional data
- Arcturus Grid3.20×
- Corvid Security2.64×
- Halden Health0.59×
Two further roles complete the model. A delegate, such as an analyst at a family office, reads the accounts of the investors who appoint them but can never indicate, commit or sign for them, while the firm’s own team sees the whole book as far as their permissions allow.
02Investors
Investors see what they hold, and what is coming, before they think to ask.
An opportunity arrives with its data room, and an indication reaches the firm the moment it is made. Once the money is in, the capital account records every payment into and out of each vehicle, and a notification follows each step that concerns the investor.
Illustrative, fictional data
Tessellate Robotics Series A
Vision-guided picking cells for mid-sized warehouses, leased per pick rather than sold outright.
Data room
- Investment memorandumPDF
- Term sheetPDF
- Financials, first half of 2026PDF
- Cap table after the roundPDF
| Currency | Paid in | Fees | Received |
|---|---|---|---|
| EUR | 185’000 | 15’425 | 160’000 |
| CHF | 150’000 | 9’750 | 0 |
| GBP | 80’000 | 5’853 | 0 |
- New opportunityTessellate Robotics Series A is open until 17 NovToday
- Commitment acknowledgedMeridian Treasury Seed CLA, CHF 50’000Mon
- Position recordedArcturus Grid, Seed, in your name12 Oct
03Security
Access is narrow by design, and every change leaves a trace.
- 01Sign-in
- Passkeys
- Held on the person’s own device, and required of everyone who administers the platform.
- 02Changes
- Audit log
- Fee terms, positions and access each record who changed them and when.
- 03Data
- Zurich
- The records are kept in Switzerland, and the platform runs in Frankfurt.
Illustrative, fictional data
- 08:14Changed fee termsClara Meier
- 08:02Granted read accessFirm
- 07:51Signed in with a passkeySophie Laurent
- 07:40Recorded a positionFirm
04Built in house
We designed and developed the platform in house, for the web, Mac and iPhone.
The web app and the native apps read from the same records, so an investor sees the same figures at a desk as on a phone. We build it ourselves because the questions investors ask of a small deal manager are specific, and when one asks something the platform cannot yet show, the answer usually becomes part of it.
Illustrative, fictional data
Your investments
| Company | Invested | Value | Multiple |
|---|---|---|---|
| Arcturus Grid | EUR 50’000 | 160’000 | 3.20× |
| Corvid Security | GBP 80’000 | 211’130 | 2.64× |
| Halden Health | EUR 60’000 | 35’455 | 0.59× |
Portfolio · CHF
Your investments
- Arcturus Grid3.20×
- Corvid Security2.64×
- Halden Health0.59×
05Demo
See the platform from your side of a deal.
The demo holds fictional companies and investors, and it opens in each of these roles. We give access to people we already work with or are introduced to, each through a personal link.