Features
Guides to features and Instructions for each transfer step
17 articles
- Adding a New FundStep-by-step guide to creating a new fund on the Navys Transfer Platform, including fund details, vehicle structure, document templates, and LP data.
- Additional Documents (Transfer)Manage optional supplementary documents including side letters and tax certifications.
- Approval in Principle (Pre-Transfer)Understand the GP's preliminary approval process that must occur before detailed due diligence can begin.
- Creating a New TransferHow to create and initiate a new LP transfer on the Navys platform, from basic details through participant invitations to submission.
- Due Diligence Questions (Pre-Transfer)How transferees submit due diligence questions to the GP and manage the Q&A process.
- How do I add or remove a participant to an existing transfer?How do I add a participant to an existing transfer?
- Can I put a transfer on hold or abort it?Put a transfer on hold or abort it
- How to Complete a New TransferEnd-to-end guide walking through the complete transfer workflow from creation to closing.
- KYC Verification (Transfer)Collect and verify Know Your Customer documentation as part of the LP transfer process.
- Questions to Transfer Parties (Pre-Transfer)How GPs gather essential information from transferors and transferees, and how transfer parties respond to questions.
- Signature Process (Completion)Track and manage electronic signature execution for all transaction documents across all parties.
- Subscription Agreement (Transfer)How the GP builds and the Transferee completes the digitized Subscription Agreement on the Navys platform.
- Transfer Closing (Completion)Access final executed documents, generate audit reports, and complete the transfer.
- Managing Fund Template DocumentsHow to upload, manage, and reuse template documents at the fund level, including subscription agreements, transfer agreements, tax certificates, and other files, scoped to the fund or a specific vehicle.
- Transfer Agreement (Transfer)
- PlaybooksYour firm's library of negotiating positions, by clause and party perspective, used by AI Contract Analysis.
- AI Contract AnalysisAI review of a transfer agreement against your playbook, clause by clause, on the Transfer Agreement page.