FUND SERVICES
Streamline your fund transfers
A fully managed LP transfer service, handled by fund lawyers from negotiation to closing.
LP transfers delivered by expert fund lawyers
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.
Lawyer-led and AI-powered, every investor touchpoint is handled with precision and speed.
Lawyer-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.
Centralised 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.
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.
Meet the Funds team
Partner with an experienced team dedicated to driving defensible results.
Related resources
- Article
Meet Carta Law
Discover AI-native legal services at a fraction of traditional law firm costs.
- Article
Secondary operations
Read the playbook on managing LP-led stakes and ownership transfers.
- Article
Subscription guides
Explore technical workflows for executing subscription agreements.
- Collections
Carta classroom
Learn more about building a defensible compliance foundation.
FAQs
You have questions, we have resources and answers.
Compliance for each fund transfer
Leverage end-to-end fund services powered by lawyer expertise and AI extraction for fast, audit-ready LP transfers.
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