Fund Manager consent, due diligence, KYC, transfer agreement, subscription agreement, signing, invoicing and closing, all in one place.
Adjust the annual transfer volume below to project aggregate savings across personnel time, transferring party fees, law firm write-offs, and fund manager overhead.
Law firms of fund managers sign up
Fund managers, transferors, transferees, counsel, and administrators all operate in a single workspace.
Transferors, transferees, fund managers, counsel, and administrators operate within a single environment. Permissions are role-specific. Invitations are managed centrally. Every party sees exactly what they need to. Nothing more.
KYC and due diligence questionnaires auto-populate from entity data. Transfer agreements are analysed against configurable playbooks with risk-rated clause assessments. Fewer manual touchpoints. Faster negotiation cycles.
Each completed transfer produces clean, labelled records that flow directly into fund registers. Reporting, compliance, and fund-level analysis are supported natively. Register updates are automated. No reconciliation required.