FUND SERVICES

Streamline your fund transfers

A fully managed LP transfer service, handled by fund attorneys from negotiation to closing.
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LP transfers delivered by expert fund attorneys

Execute transfers

Our experts manage the complete process from negotiation to signing.

Validate compliance

Verify every transfer against fund specific provisions and playbooks.

Sync fund records

Deliver verified data automatically to keep partnership ledgers connected.

Faster transfers. Stronger investor relationships.

Attorney-led and AI-powered, every investor touchpoint is handled with precision and speed.

Carta Law - Fund Services - Attorney-led transfers

Attorney-led transfers

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.
Carta Law - Fund Services - Centralized deal execution

Centralized deal execution

Eliminate the administrative burden of chasing counterparties. Our team acts as the central point of contact, managing document flow, KYC, and signature collection to keep the transfer moving.
Carta Law - Fund Services - Close the loop with accounting

Close the loop with accounting

Bridge the gap between legal files and your partnership ledger. We deliver verified, structured data from executed transfers directly into your fund records, ensuring your legal documents and accounting stay in perfect sync.

Automate transactional legal and compliance with expert-led lifecycle support.

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Meet the Funds team

Partner with an experienced team dedicated to driving defensible results.

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FAQs

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Compliance for each fund transfer

Leverage end-to-end fund services powered by attorney expertise and AI extraction for fast, audit-ready LP transfers.
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Fund Services: Faster Transfers. Stronger Investor Relationships.