PORTFOLIO SALES PLATFORM
One deal. Every transfer in view.
Oversee consents, documents and execution across the portfolio, including transfers handled by email.
One live picture across the deal.
app.navys.ai
sam@navys.ai
Re: Larkspur PE V transfer questionnaire
Meridian Secondary SaleIn progress
Aggregate
$420M
Consents
4 of 7
Off-platform
2 legs
Long-stop
30 Sep 2026
Harbour Point Capital III
Harbour Point Advisors
Crestline Infrastructure II
Crestline Partners
Oakhurst Buyout IV
Oakhurst Equity
Beacon Credit Opportunities
Beacon Lane Partners
Foxglove Ventures III
Foxglove Group
Larkspur Private Equity V
Larkspur Group
Silvergate Growth Fund II
Silvergate Capital
INSIDE NAVYS
Sam handles the deal mechanics.
Tell Sam what needs to move. Sam updates the trackers, checks documents against your playbook, follows up, and cites every source.
Counsel
FWD: Re: Larkspur PE V transfer questionnaire
To:sam@navys.aiCc Bcc
Hi Sam, looping you in on this thread.
...confirm approval in principle for the transfer of the Larkspur Private Equity V interests, subject to the usual conditions...
Larkspur_PE_V_Consent_Letter.pdf
Larkspur Private Equity V
Off-platform leg · Meridian Secondary Sale
Questions to Transfer Parties
Approval in Principle
Re: Larkspur PE V transfer questionnaire
Due Diligence Questions
KYC Verification
Auto-tracked by Sam from the deal email chain
How it works
Select existing
Add manually
Harbour Point Capital III
Harbour Point Advisors
Crestline Infrastructure II
Crestline Partners
Larkspur Private Equity V
Larkspur Group
Silvergate Growth Fund II
Silvergate Capital
7 transfers staged as one deal · $420M aggregate
Group transfers
Bring every underlying transfer into one deal.
Consents Obtained
6 of 7
sam@navys.aiFWD: Re: Larkspur PE V transfer questionnaire
Harbour Point Capital IIITracked on NavysConsent obtained
Crestline Infrastructure IITracked on NavysConsent obtained
Larkspur Private Equity VOff-platformIn progress
Sam, from the deal email chain
+ 4 more legs consented
Delegate to Sam
One request covers the deal: trackers, PSA checks, and follow-ups, cited.
Purchase and Sale AgreementOut for signature
Transfer Agreement · Harbour Point Capital IIIOut for signature
Transfer Agreement · Crestline Infrastructure IIOut for signature
Transfer Agreement · Larkspur Private Equity VOut for signature
Sign and close
Approve the PSA, collect signatures, and download the closing set.
