Streamlined LP Transfer process

LP Transfers are growing in volume. For both GPs and their LPs, they’re increasingly expensive and time-consuming. 

Our dedicated team use proprietary technology and processes to work with GPs to manage LP transfers. This gives your LPs a better investor experience and reduces costs for everyone.

Your transfer process will be run by one of our named senior lawyers, all of whom have substantial private practice and/or buy-side transfer experience. They’re accustomed to handling complex issues and working with you to resolve them. 

Avantia's six step LP transfer process:

STAGE 1

Initial review

Your named senior lawyer will carry out an initial review.

STAGE 1

Initial review

Your named senior lawyer will carry out an initial review.

STAGE 1

Initial review

Your named senior lawyer will carry out an initial review.

STAGE 1

Initial review

Your named senior lawyer will carry out an initial review.

STAGE 1

Initial review

Your named senior lawyer will carry out an initial review.

STAGE 2

Onboarding

Our funds lawyers will work with you to gather required information and complete our client checklist (KYC, key information, notice to counterparties, PTP/tax checks).

Email & document precedent bank

STAGE 2

Onboarding

Our funds lawyers will work with you to gather required information and complete our client checklist (KYC, key information, notice to counterparties, PTP/tax checks).

Email & document precedent bank

STAGE 2

Onboarding

Our funds lawyers will work with you to gather required information and complete our client checklist (KYC, key information, notice to counterparties, PTP/tax checks).

Email & document precedent bank

STAGE 2

Onboarding

Our funds lawyers will work with you to gather required information and complete our client checklist (KYC, key information, notice to counterparties, PTP/tax checks).

Email & document precedent bank

STAGE 2

Onboarding

Our funds lawyers will work with you to gather required information and complete our client checklist (KYC, key information, notice to counterparties, PTP/tax checks).

Email & document precedent bank

STAGE 3

Document prep

Our funds lawyers will prepare transfer documents to send to transfer parties (including transfer agreement and sub docs).

STAGE 3

Document prep

Our funds lawyers will prepare transfer documents to send to transfer parties (including transfer agreement and sub docs).

STAGE 3

Document prep

Our funds lawyers will prepare transfer documents to send to transfer parties (including transfer agreement and sub docs).

STAGE 3

Document prep

Our funds lawyers will prepare transfer documents to send to transfer parties (including transfer agreement and sub docs).

STAGE 3

Document prep

Our funds lawyers will prepare transfer documents to send to transfer parties (including transfer agreement and sub docs).

STAGE 4

Negotiations

Our team will handle all negotiations based on your playbook. We will escalate and advise on any negotiation points that are outside of the predefined playbook.

Portal & workflow automation

STAGE 4

Negotiations

Our team will handle all negotiations based on your playbook. We will escalate and advise on any negotiation points that are outside of the predefined playbook.

Portal & workflow automation

STAGE 4

Negotiations

Our team will handle all negotiations based on your playbook. We will escalate and advise on any negotiation points that are outside of the predefined playbook.

Portal & workflow automation

STAGE 4

Negotiations

Our team will handle all negotiations based on your playbook. We will escalate and advise on any negotiation points that are outside of the predefined playbook.

Portal & workflow automation

STAGE 4

Negotiations

Our team will handle all negotiations based on your playbook. We will escalate and advise on any negotiation points that are outside of the predefined playbook.

Portal & workflow automation

STAGE 5

Final Review

Our senior lawyers complete a full review of final subscription documents, transfer agreements and information. Any final flags will be escalated and resolved with your internal or external counsel as required.

STAGE 5

Final Review

Our senior lawyers complete a full review of final subscription documents, transfer agreements and information. Any final flags will be escalated and resolved with your internal or external counsel as required.

STAGE 5

Final Review

Our senior lawyers complete a full review of final subscription documents, transfer agreements and information. Any final flags will be escalated and resolved with your internal or external counsel as required.

STAGE 5

Final Review

Our senior lawyers complete a full review of final subscription documents, transfer agreements and information. Any final flags will be escalated and resolved with your internal or external counsel as required.

STAGE 5

Final Review

Our senior lawyers complete a full review of final subscription documents, transfer agreements and information. Any final flags will be escalated and resolved with your internal or external counsel as required.

STAGE 6

Execution

Once executed, all documents will be stored in your Avantia portal for ease of access.

STAGE 6

Execution

Once executed, all documents will be stored in your Avantia portal for ease of access.

STAGE 6

Execution

Once executed, all documents will be stored in your Avantia portal for ease of access.

STAGE 6

Execution

Once executed, all documents will be stored in your Avantia portal for ease of access.

STAGE 6

Execution

Once executed, all documents will be stored in your Avantia portal for ease of access.

Technology powered

By leveraging our proprietary contract and workflow automation technology, we provide a streamlined, managed service backed by senior funds lawyers.

Expert advice

As a regulated law firm, we can advise you on standardizing transaction documentation, run PTP analysis, review subscription agreements and eligibility questionnaires and handle some of the common issues that come up on transfers. 

Reduced costs

Combining our experience in handling high-volume document workflows with our contract automation technology, increases efficiency and means a significant fee reduction for your LPs.

Our Senior LP Transfer Team

Lizzie Freeth

Lizzie Freeth

MD, LP Transfers

Lizzie Freeth

Lizzie Freeth

MD, LP Transfers

Lizzie Freeth

Lizzie Freeth

MD, LP Transfers

Lizzie Freeth

Lizzie Freeth

MD, LP Transfers

Lizzie Freeth

Lizzie Freeth

MD, LP Transfers

Avantia Law female employee working at desk
Avantia Law female employee working at desk
Avantia Law female employee working at desk
Avantia Law female employee working at desk
Avantia Law female employee working at desk