Business & CRM

Secondary Trading CRM

Build a CRM for private company trading to track buy-side interest, sell-side interest, and funds.

Build a secondary trading CRM for private markets:

Contact and entity management:
- Track buyers, sellers, and funds as separate entity types
- Company profiles with valuation, funding stage, and sector
- Contact details and relationship notes per entity
- Tag entities by deal type, geography, and sector focus

Deal tracking:
- Log buy-side and sell-side interest with share class, price range, and volume
- Match buyers and sellers by company and price overlap
- Deal stages: indication of interest, negotiation, documentation, closed
- Track multiple bids per company

Command-driven interface:
- Quick-command bar for rapid data entry (e.g., "/add buyer Acme $50M Series B")
- Keyboard shortcuts for common actions
- Bulk operations on deals

Reporting:
- Active deals by company
- Volume and pricing trends
- Pipeline by stage
- Closed deal history with P&L

The app should have user authentication with team support.

Visual style:
- Color palette: dark mode (#0B1120) with gold (#D4AF37) accents and muted green/red for buy/sell
- Terminal-inspired dense layout with command bar and data tables
- Monospace for data, sans-serif for UI labels — professional financial typography
- Bloomberg terminal meets modern SaaS — sophisticated, data-heavy, exclusive feel

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