LP TRANSFERS PLATFORM
Move transfers forward.
Requests, documents, approvals and signing in one place. Know what is outstanding and who needs to act.
Fund IV · Transfer TR-0412
Inquiry
Reading the request0.0sKYC and DDQ
24 fields populated from entity data
Transfer agreement
Checked against your playbook, one deviation found
Needs your input
The transferee wants the side letter rights to carry over. Approve?
Clause 7.3 assigns MFN rights to the transferee. Your playbook treats MFN as non-transferable without GP sign-off.
Playbook_LP_Transfers.pdf · §7Transfer_Agreement_TR-0412.pdf · p.11
Require GP sign-offAllow the carry-overSend to counsel
Sam recommends requiring sign-off. You decide.
GP consent
Consent letter issued, all parties notified
Closing
Register updated, closing set filed
Five stages from inquiry to close. One of them needed you.
INSIDE NAVYS
Sam handles the transfer mechanics.
Sam is the associate inside Navys. Hand over the transfer work and every update comes back cited. When a call needs a lawyer, Sam stops and asks.
To:sam@navys.aiCc Bcc
Email Sam the work
Build the business case
Set your annual transfer volume to see what manual coordination costs you.
5
525501005001,0002,0002,500
Fund Manager Savings
0
Administrative overhead
Legal Counsel Savings
0
Write-offs and non-billable work
Transferor & Transferee
0
Combined party savings
Hours Saved
0
Average for all transfers
Control without constant checking
NAVYS
Transfer workflow progress
GP
LP
Lawyer
Due DiligencePending
Transfer AgreementPending
KYC VerificationPending
SubscriptionPending
Every party. One current record.
Permissions are role-specific, so each side sees exactly what it needs.
GP
KYC Questionnaire
Full Legal Name
Jurisdiction of Incorporation
Entity Type
Ultimate Beneficial Owner
The paperwork fills itself
KYC and diligence populate from entity data. Sam checks the agreement against your playbook and flags what deviates.
GP
Transfer Analytics
YTD: $284M
6040200
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Know what happened
Every closed transfer leaves a labelled record and a clear audit trail. Register updates happen on their own.
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