Secondary Discount - Up to 50% off

App building solution that enables businesses to build and deploy secure AI-based applications using a unified interface.

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What is Secondary?


Secondary is a modern investment management platform built for RIAs, family offices, and professional investors to manage private and alternative assets. It centralizes deal, fund, and portfolio data, offering a single source of truth across secondary, primary, co‑investment, and direct deals. Key features include robust portfolio tracking, detailed capital account and cash flow management, performance analytics, customizable reporting, and document storage. Secondary also supports workflows for fundraising, investor relations, and compliance, with role-based permissions and audit trails. Integrations and data import tools simplify onboarding and ongoing data maintenance, helping teams streamline operations, reduce spreadsheet dependence, and gain clearer insight into exposure, returns, and risk across complex private market portfolios.

  1. Integrates diverse enterprise data sources seamlessly
  2. Supports multiple AI models, including video
  3. Unified workflow graph for process visualization
  4. Enterprise-grade security: SSO, RBAC, encryption
  5. Handles long-running tasks and background jobs
  6. Customizable user interfaces for AI applications

Eligibility


Number of Seats/Users: Secondary offers discounts based on the number of users or seats. A higher volume typically leads to a better discount structure, especially for enterprise-level usage.

Commitment to a Long-Term Contract: Discounts are often provided to companies that commit to using the service for a longer period (e.g., 1-year or 3-year contracts). A longer commitment shows Secondary that the company is serious and willing to invest in the platform long-term.

No Active Discounts: Companies that are not already receiving other active discounts may have a better chance of qualifying for additional discounts from Secondary. Secondary reserves discounts for new customers or those not currently under promotional pricing.

Volume or Usage Commitment: Secondary offers discounts if you agree to a minimum amount of usage or transaction volume. This could be based on data storage, transactions, or other metrics tied to how much you will use the platform.

Enterprise-Level Negotiation: Companies that qualify as “enterprise” due to their size or complexity (e.g., having large teams, multiple departments, or geographical presence) may be eligible for additional discounts from Secondary. Such companies are often in a position to negotiate for better pricing.

Early Renewal or Prepayment: Secondary often offers discounts if you renew early or prepay for the entire contract period. This is a common approach to securing a lower price.

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Secondary - Up to 50% off

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Reviews


Here at Spendbase our internal data shows that Secondary is strongly appreciated by our Spendbase clients across several key areas of usage and value.

1. Product strengths our clients highlight

  • Data integration & unification
  • Clients like that Secondary connects easily to databases, spreadsheets, and internal files.
  • The unified graph view of workflows is seen as a big plus for understanding how data and AI agents interact.
  • Many note that Dream makes it simpler to turn fragmented data into practical, agent-driven decisions.

  • Workflow automation & long‑running tasks

  • Clients value support for background jobs and long-running workflows, especially for complex enterprise processes.
  • Automation of repetitive tasks (data syncing, reporting, approvals) is mentioned as a key driver of time savings.
  • The ability to customize user interfaces on top of these workflows is often described as “flexible but still manageable.”

  • Security and compliance posture

  • SSO, RBAC, audit logs, and encryption are repeatedly praised as “must‑have” features for sensitive environments.
  • Our internal data shows that clients in finance, healthcare, and regulated industries feel more confident adopting AI with these controls in place.

  • AI capabilities and breadth

  • Access to multiple AI models for chat, data analysis, and even video generation stands out as a differentiator.
  • Spendbase clients note that non‑technical teams can still launch useful AI-driven tools with reasonable setup effort.

2. Business impact themes we see

  • Cost and efficiency
  • Clients report reduced spend on scattered AI tools by consolidating on Secondary.
  • Time saved on data prep and manual workflow handling is a common efficiency gain.

  • Adoption and usability

  • Positive comments focus on clear visualization of workflows and straightforward interfaces.
  • Some clients mention an initial learning curve, but say it pays off once core workflows are modeled.

  • Scalability across teams

  • Our internal data shows that Secondary scales well from small pilot projects to cross‑department deployments.
  • Being able to plug in existing data sources without re‑platforming is a recurring benefit.

3. Typical areas for improvement noted

  • More built‑in templates for common enterprise workflows.
  • Even deeper out‑of‑the‑box analytics on agent performance and ROI.
  • Continued refinement of documentation for faster onboarding.

Overall, Spendbase clients see Secondary as a solid enterprise AI backbone that blends strong security, flexible data integration, and practical workflow automation, with clear potential for further polish in templates and onboarding.

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Beyond discounts, you may qualify for up to $100K in AWS credits.

FAQ


1. What are secondary discounts on your product?

Secondary discounts are additional price reductions applied after the initial offer, usually based on volume purchased, partner programs, or special campaigns.

2. How do I qualify for a secondary discount?

You typically qualify by meeting specific criteria such as minimum order quantities, loyalty status, or participation in our approved reseller and partner programs.

3. Can I combine secondary discounts with existing promotions?

In most cases, secondary discounts stack only with selected promotions. We limit stacking to prevent exceeding our maximum allowable savings per order.

4. Are secondary discounts automatically applied at checkout?

Sometimes they are automatic, but certain programs require a unique code or verification of eligibility before we apply the secondary discount to your order.

5. Do secondary discounts reduce product quality or support?

No. Secondary discounts only adjust pricing. You always receive the same product specifications, warranty coverage, and customer support as full-price buyers.

6. Why do secondary discounts vary between customers or regions?

Discount levels can differ due to local pricing, distributor agreements, currency effects, and campaign targeting. We keep our structure fair and transparent.

7. Will secondary discounts change if market conditions shift?

Yes, we review secondary discounts regularly. As demand, costs, or competitive pricing change, we may adjust discount levels to remain attractive and sustainable.

8. Can employees or long‑term partners access extra secondary discounts?

Eligible employees and strategic partners may receive enhanced secondary discounts under dedicated programs, subject to verification and our internal approval rules.

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