A faster, smarter subscription agreement
A faster, smarter subscription agreement, live ownership math, and a more flexible fund setup.
Subscription Agreement, rebuilt
The subscription agreement is the most administratively painful document in any transfer or primary commitment. We rebuilt it on Navys to be structured, navigable, and intelligent by default.
- Smarter forms. Table of contents, schedules and appendices as first-class sections, with form fields mapped to the underlying booklet.
- Smart rules engine. Conditional logic embedded in the form. Relevant schedules and questions unlock based on what the investor enters.
- Inline review. Reviewers leave comments threaded to the exact field under review.
Live ownership math
% of Fund and % of Vehicle now sit on the Investors tab and recompute as commitments, investors, and transfers change.
More flexible fund setup
Funds can now be created and managed across a wider range of organisation types. When ownership changes, the assigned investment firm flows through automatically.
Also in this release
Closing
Counsel fees as a closing condition. Transfers can no longer close until counsel confirms their bill has been paid. Navys now enforces what is already a precondition in practice.
Schema
Schema builder footnotes. Form fields can carry footnotes, so context travels with the form.
Vehicles
Vehicle management on the single fund overview.
Guardrails
Closing-flow guardrails. Investor names verified against the LP register, warnings before disabling documents pre-approval, and transfer emails indicating which step raised a question.
Polish
Everyday polish. PDF viewer opens fit-to-page, profile edits persist properly, keyboard support for jurisdiction selection.
Reliability
Behind the scenes. Plus the usual round of fixes and reliability work.