Oversight | Navys

Overview

1,284Tasks completed since May

12Awaiting approval

38Active matters

Tasks completed

Activity

Filed Kestrel’s KYC documentsSam, Kestrel transferFiled
Asks to share the side letterSam, Project LeoAsks first
Approved the side letterHelen Ashworth, Project LeoApproved
Drafted the transfer agreementSam, Arden secondaryDrafted
Opened the Northgate secondarySam, from Helen Ashworth’s emailNew
Followed up on two signaturesSam, Fund II closeSent
Asks to send the transfer certificateSam, Kestrel transferAsks first
Approved the transfer certificateDaniel Okoro, Kestrel transferApproved
Updated Kestrel’s commitmentSam, Kestrel transfer$30,000,000
Closed the Fund II roundSam, Fund II closeClosed

Asks to send the transfer certificateSam, Kestrel transferAsks first
Followed up on two signaturesSam, Fund II closeSent
Opened the Northgate secondarySam, from Helen Ashworth’s emailNew
Drafted the transfer agreementSam, Arden secondaryDrafted
Approved the side letterHelen Ashworth, Project LeoApproved
Asks to share the side letterSam, Project LeoAsks first
Filed Kestrel’s KYC documentsSam, Kestrel transferFiled

Set the boundaries.

Choose what Sam handles, what needs approval and what stays restricted.

Sam’s permissions

Draft documentsAllow
Share documents externallyA partner approvesAsk
Approve documentsBlock

FollowsTransfer playbook

Trace every change.

See what changed, who changed it and the record behind it.

Kestrel Insurance

Filed Kestrel’s KYC documents for review09:14
Approved the side letter10:02
Updated the subscription11:08

SamNovember 4, 2026, 11:08

SubscriptionAwaiting signatureSigned

RecordKestrel subscription agreement, signed.pdfFrom Laura Chen’s email

Granular permissions.

Give each person access to the funds and matters they need.

Keep a record that stands up to diligence.