Fund operations you can delegate.

Navys takes on routine fund operation work and sees it through completion, with your team retaining control of the decisions.

As simple as sending an email.

Instruct Sam.
Instruct Sam, your AI associate for fund operations, as you would brief a colleague.
Learn more about Sam
Transfer documents
From
Helen Ashworth
To
sam@navys.ai
Sam, please prepare the transfer documents for Larkspur’s sale of its Fund IV interest to Kestrel Insurance.
Best,
Helen
Sam checks your rules.
Before it starts working, Sam checks your firm’s rules, practices and permissions for the matter.
Transfer rules
A partner gives every transfer consentTransfer playbook, rule 1Checked
Buyer’s KYC is complete before consentTransfer playbook, rule 2Checked
Side letter rights do not pass to a transfereeTransfer playbook, rule 3Checked
Sam’s permissions
Draft transfer documentsAllow
Send for signatureAsk
Read Fund V documentsBlock
Sam gathers the context.
Sam reads the fund documents, records and correspondence your team has given it access to.
Learn more about integrations
Sources
Fund IV limited partnership agreementFund documentsRead
Larkspur side letterFund documentsRead
Fund IV investor registerFrom the administratorRead
Correspondence with LarkspurOutlook · 12 emailsRead
Fund V documentsNot shared with SamNo access
Sam returns your drafts.
Prepared from your firm’s templates and checked against its playbooks.
Re: Transfer documents
From
sam@navys.ai
To
Helen Ashworth
Hi Helen,
Please find attached the assignment agreement. I have marked up the document and added comments where it needs your attention.
For your attention:
Clause 7.3 would pass Larkspur’s side letter rights to Kestrel, which your instructions on transfers do not allow.
Kestrel’s KYC pack is missing its certificate of incumbency.
Thank you,
Sam
Assignment agreement, marked up.docx84 KB
You review Sam’s chain of thought.
See the rules and sources behind each step
in the matter’s audit trail.
Learn more about Oversight
Sam’s chain of thought
Transfer playbookSaved in NavysRule 3
Your instructions for Fund IVSaved in NavysSide letters
Fund IV partnership agreementFund documentsClause 12.3
Larkspur side letterFund documentsClause 4
You approve or request changes.
Sam prepares the execution versions
and follows up on signatures.
Approve the assignment agreement?
Sam has reviewed your agreement against your transfer rules. Approving starts the preparation of the execution versions for signature.
From
Larkspur Pension Fund
To
Kestrel Insurance Limited
Clause 7.3
Proposed under instructions
Confirmations
6 of 6 done
Request changesApprove agreement

Transfer documents

From: Helen Ashworth
To: sam@navys.ai

Sam, please prepare the transfer documents for Larkspur’s sale of its Fund IV interest to Kestrel Insurance.

Best,
Helen

Transfer rules

A partner gives every transfer consentTransfer playbook, rule 1Checked
Buyer’s KYC is complete before consentTransfer playbook, rule 2Checked
Side letter rights do not pass to a transfereeTransfer playbook, rule 3Checked

Sam’s permissions

Draft transfer documentsAllow
Send for signatureAsk
Read Fund V documentsBlock

Sources

Fund IV limited partnership agreementFund documentsRead
Larkspur side letterFund documentsRead
Fund IV investor registerFrom the administratorRead
Correspondence with LarkspurOutlook · 12 emailsRead
Fund V documentsNot shared with SamNo access

Re: Transfer documents

From: sam@navys.ai
To: Helen Ashworth

Hi Helen,

Please find attached the assignment agreement. I have marked up the document and added comments where it needs your attention.

For your attention:

Clause 7.3 would pass Larkspur’s side letter rights to Kestrel, which your instructions on transfers do not allow.
Kestrel’s KYC pack is missing its certificate of incumbency.

Thank you,
Sam

Assignment agreement, marked up.docx84 KB

Sam’s chain of thought

Transfer playbookSaved in NavysRule 3
Your instructions for Fund IVSaved in NavysSide letters
Fund IV partnership agreementFund documentsClause 12.3
Larkspur side letterFund documentsClause 4

Approve the assignment agreement?

Sam has reviewed your agreement against your transfer rules. Approving starts the preparation of the execution versions for signature.

From: Larkspur Pension Fund
To: Kestrel Insurance Limited
Clause 7.3: Proposed under instructions
Confirmations: 6 of 6 done

Request changesApprove agreement

Designed for your organization.

Start with one workflow
Choose the process Sam takes on first: a fundraise, an LP transfer or a portfolio sale.
Configure Navys to your rules
Use your templates and follow your playbooks and approval requirements.
Test it with your team
Your team reviews Sam’s work on representative matters before go-live.
Launch with support
Navys oversees the launch alongside your team and supports each live matter from the first.

Enterprise-Grade Security and Controls

Navys is independently audited against the security and compliance standards that institutional clients require. Client data is never used to train AI models.

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