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 in-house 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. You will receive access to our LP transfer portal to track transfer status.

Portal onboarding

STAGE 1

Initial review

Your named senior lawyer will carry out an initial review. You will receive access to our LP transfer portal to track transfer status.

Portal onboarding

STAGE 1

Initial review

Your named senior lawyer will carry out an initial review. You will receive access to our LP transfer portal to track transfer status.

Portal onboarding

STAGE 1

Initial review

Your named senior lawyer will carry out an initial review. You will receive access to our LP transfer portal to track transfer status.

Portal onboarding

STAGE 1

Initial review

Your named senior lawyer will carry out an initial review. You will receive access to our LP transfer portal to track transfer status.

STAGE 2

Kick off

Our funds lawyers will kick off the process with your transfer parties and ensure that all necessary checks are completed (e.g. KYC) in accordance with your playbook.

Portal & workflow automation

STAGE 2

Kick off

Our funds lawyers will kick off the process with your transfer parties and ensure that all necessary checks are completed (e.g. KYC) in accordance with your playbook.

Portal & workflow automation

STAGE 2

Kick off

Our funds lawyers will kick off the process with your transfer parties and ensure that all necessary checks are completed (e.g. KYC) in accordance with your playbook.

Portal & workflow automation

STAGE 2

Kick off

Our funds lawyers will kick off the process with your transfer parties and ensure that all necessary checks are completed (e.g. KYC) in accordance with your playbook.

Portal & workflow automation

STAGE 2

Kick off

Our funds lawyers will kick off the process with your transfer parties and ensure that all necessary checks are completed (e.g. KYC) in accordance with your playbook.

Portal & workflow automation

STAGE 3

Document prep

Transfer documents will be auto-populated with data received from transfer parties. All documents will be reviewed by our senior lawyers (and reconciled to fund records) before distribution.

Workflow & contract automation

STAGE 3

Document prep

Transfer documents will be auto-populated with data received from transfer parties. All documents will be reviewed by our senior lawyers (and reconciled to fund records) before distribution.

Workflow & contract automation

STAGE 3

Document prep

Transfer documents will be auto-populated with data received from transfer parties. All documents will be reviewed by our senior lawyers (and reconciled to fund records) before distribution.

Workflow & contract automation

STAGE 3

Document prep

Transfer documents will be auto-populated with data received from transfer parties. All documents will be reviewed by our senior lawyers (and reconciled to fund records) before distribution.

Workflow & contract automation

STAGE 3

Document prep

Transfer documents will be auto-populated with data received from transfer parties. All documents will be reviewed by our senior lawyers (and reconciled to fund records) before distribution.

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.

Email & document precedent bank

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.

Email & document precedent bank

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.

Email & document precedent bank

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.

Email & document precedent bank

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.

Email & document precedent bank

STAGE 5

Final Review

Our senior lawyers complete a full review of all documents. Any final flags will be escalated and resolved.

Portal & workflow automation

STAGE 5

Final Review

Our senior lawyers complete a full review of all documents. Any final flags will be escalated and resolved.

Portal & workflow automation

STAGE 5

Final Review

Our senior lawyers complete a full review of all documents. Any final flags will be escalated and resolved.

Portal & workflow automation

STAGE 5

Final Review

Our senior lawyers complete a full review of all documents. Any final flags will be escalated and resolved.

Portal & workflow automation

STAGE 5

Final Review

Our senior lawyers complete a full review of all documents. Any final flags will be escalated and resolved.

STAGE 6

Execution

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

Secure document storage

STAGE 6

Execution

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

Secure document storage

STAGE 6

Execution

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

Secure document storage

STAGE 6

Execution

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

Secure document storage

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, end-to-end managed service backed by senior funds lawyers.

Expert advice

As a law firm, we can advise you on standardizing transfer documents, 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