Cost-efficient fund transfers

Make costly processes a thing of the past with our fully managed LP fund transfer service

Streamline LP transfers

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LP transfers.

We provide a fully managed LP transfer service, combining senior funds attorneys with AI automation to deliver faster execution at lower costs, and a smoother investor experience.

Every transfer is managed by a dedicated funds team with a deep understanding of complex fund structures and LPAs, and extensive experience negotiating transfer agreements.
We handle all transfer party communications, coordination of KYC, management of signing, and post-closing actions through a centralised, streamlined process.
Our LP transfer platform automates workflows and tracking, reducing turnaround times and administrative burden.

Start your transfer

Our six-step transfer process:

Initial review.

Your named senior lawyer carries out an initial review and sets up your LP Transfer Portal, giving you live oversight of each transfer’s progress and status.

Initial review.

Your named senior lawyer carries out an initial review and sets up your LP Transfer Portal, giving you live oversight of each transfer’s progress and status.

Kick-off.

Our fund experts initiate the process directly with all transfer parties and ensure all pre-transfer requirements, including AML/KYC checks, are completed in accordance with your playbook.

Kick-off.

Our fund experts initiate the process directly with all transfer parties and ensure all pre-transfer requirements, including AML/KYC checks, are completed in accordance with your playbook.

Document preparation.

All transfer documents are auto-populated with data received from transfer parties, then reviewed by our fund experts and reconciled to fund records before circulation.

Document preparation.

All transfer documents are auto-populated with data received from transfer parties, then reviewed by our fund experts and reconciled to fund records before circulation.

Negotiations.

We handle negotiations based on your approved playbook, escalating only where terms fall outside the defined scope. Our team resolves issues efficiently, maintaining momentum without compromising standards.

Negotiations.

Final review.

Once negotiations conclude, all documents undergo final review by our team leaders. Any outstanding points are escalated and resolved before execution.

Final review.

Once negotiations conclude, all documents undergo final review by our team leaders. Any outstanding points are escalated and resolved before execution.

Execution and storage.

After execution, all documents are securely stored in your Avantia Portal - indexed, searchable, and ready for future reference or audit.

Execution and storage.

After execution, all documents are securely stored in your Avantia Portal - indexed, searchable, and ready for future reference or audit.

Our senior funds team:

Katherine Murray

MD, Funds

Funds

Request a funds demo.

Faster transfers. Stronger investor relationships.

LP transfers shouldn’t derail or strain investor relationships. Avantia’s fund-specialist attorneys manage every transfer end-to-end - coordinating counterparties, documents, and approvals - while our proprietary technology tracks progress in real time.