Features
Guides to features and Instructions for each transfer step
14 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 Agreement (Transfer)Track revisions and negotiate the primary legal document governing an LP transfer.
Transfer Closing (Completion)Access final executed documents, generate audit reports, and complete the transfer.