Execute transfers
Our experts manage the complete process from negotiation to signing.
FUND SERVICES
Streamline your fund transfers
A fully managed LP transfer service, handled by fund attorneys from negotiation to closing.
Faster transfers. Stronger investor relationships.
Attorney-led and AI-powered, every investor touchpoint is handled with precision and speed.
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.
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.
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.
Meet the Funds team
Partner with an experienced team dedicated to driving defensible results.
Related resources
FAQ
You have questions, we have resources and answers.
How is AI used for fund transfers?
AI extracts signatory names, titles, and jurisdictions from partnership agreements to build a legal relationship graph. This data powers the automated generation of AML comfort letters and tax IDs.
Will my information be used to train AI models?
No. We use Large Language Models (LLMs) to power our in-house AI workflows, but they are static models fully hosted within Carta Law and protected by enterprise-grade security. No client data is ever used or ingested by models outside that environment or for any training purposes.
Do you handle the coordination between the transferor and transferee?
Yes. We act as the central liaison between all counterparties and their respective legal teams, managing the communication flow to ensure the transfer moves from instruction to execution without manual bottlenecks.
What specific legal documents are managed during an LP transfer?
Carta Law manages the entire documentation suite required for the legal transfer of partnership interests, including the review and processing of subscription documents, partnership agreements, and transfer certificates.
Can you process transfers for complex institutional LPs?
Yes. Our team has deep expertise in managing transfers for sovereign wealth funds, pension funds, and other complex institutional managers that require high-touch legal and compliance vetting.
How are signatory names and titles verified?
AI extracts signatories, titles, and legal capacities from existing partnership agreements. This data is then used to auto-populate transfer documents, ensuring that every signature block is legally accurate.