Transfers overview

Streamline transfers with $495 flat-fee pricing*

Vanilla brings investor self-service, legal review**, documents, and closing into one guided, flat-fee transfer workflow.

Vanilla transfer workspace for Ashford Technology Partners showing review statuses and a Cooley review highlight.

Transfers made easier for every party

Simple for investors

Investors can review materials, sign documents, pay the $495 flat fee*, and access completed transfer documents online.

Easier for fund teams

Reduce administrative burden by keeping transfer details, parties, approvals, signatures, and payment in one guided process.

Legal review built in **

Cooley handles diligence and approval inside the workflow, so transfers stay fast, predictable, and legally grounded.

What's included in a $495 transfer*

Vanilla brings the key steps of a simple transfer into one guided workflow, from intake through closing.

  • Guided intake
  • Cooley legal review**
  • Online flat-fee payment
  • Automatic closing
  • Online documents access
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Steps to complete a transfer: participants, questionnaire, and a binding agreement to review and sign.

Built around how fund work gets done

Transfer activity panel listing signatures by party with signed and needs-to-sign statuses.

One workflow for every party

Investors, fund teams, and counsel work from the same transfer — each sees the steps, statuses, and signatures relevant to them.

Nothing falls between inboxes, and everyone shares one source of truth from intake through closing.

Transfers queue listing multiple funds with status badges and amounts.

From one transfer to recurring fund work

Start with a single transfer and scale into ongoing fund operations as volume grows.

Transfers, statuses, and amounts stay organized in one searchable queue, so the next deal builds on the last.

Review and approval panel showing a completed Cooley delegate approval with a compliance summary.

Cooley fund guidance built in**

Cooley reviews and approves each transfer inside the workflow, not in a separate email thread.

Compliance summaries and delegate sign-off are captured alongside the record, so the legal position is always clear.

Trusted across private funds

$100B+

closed through Vanilla

1,200+

fund formations

50,000+

registered investors

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See how transfers work

Explore Vanilla transfers with predictable $495 flat-fee pricing.*

* Available only for transfers in eligible funds and for non-negotiated transfers.

** In connection with Vanilla Transfers, Cooley's legal review workflow is performed solely as counsel to the relevant fund; Cooley does not represent or have an attorney-client relationship with investors in connection with Vanilla Transfers and any legal review or advice is provided for the sole benefit of the fund, not the investor. Investors may want to consider seeking their own separate counsel.