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Complete a Transfer of Interest in Vanilla

This article explains how Limited Partners (LPs) participate in a transfer of interest using Vanilla — including how to access your transfer, complete any required questionnaires, sign documents, and submit payment if applicable.

Before You Begin

  • You will receive an email invitation when a transfer is initiated on your behalf — no need to log in to Vanilla separately

  • Your role in the transfer (Transferring Party or Receiving Party) determines which steps apply to you — you will only see the sections relevant to your role

Steps

1. Open Your Transfer

  1. Locate the email invitation sent to you when the transfer was initiated, click to navigate to the Transfers login screen

  2. On the login screen, select "magic link" to receive a secure link via email to open your transfer directly

📝 Note: You do not need to navigate through the main Vanilla platform. The link takes you directly to your transfer.
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2. Review the Transfer Overview Page

Once you open the link, you will see a summary page showing:

  • A checklist of required steps

  • The current status of each step (questionnaire from the receiving party only, tax document from the transferring party only, document signing, and payment if applicable)

Use this page to track your progress throughout the transfer.


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3. Complete the Investor Questionnaire (Receiving Party only)

If you are the Receiving Party, you may be asked to complete an investor questionnaire.

  • Some responses may already be pre-filled by the Fund Manager or carried over from a prior subscription you have in Vanilla

  • You are responsible for reviewing all responses for accuracy, regardless of how they were populated

To open the questionnaire:

  1. Click to expand the questionnaire section

  2. Click "Review and Update Questionnaire"

If the questionnaire was partially completed for you:

  1. Complete any incomplete questions, navigating through all pages of the questionnaire clicking "Next" at the bottom of each page

  2. Review all pre-filled responses for accuracy

If the questionnaire was fully completed on your behalf:

  1. Review all responses carefully on all pages of the questionnaire clicking "Next" at the bottom of each page

  2. Confirm accuracy before signing

⚠️ Important: Do not skip the review step even if answers appear pre-filled. You are attesting to the accuracy of all responses when you sign.


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4. Review and Sign Transfer Documents

  1. Click "Review and Sign Agreement"

  2. Confirm your signing name, and click the confirmation checkboxes, then "Confirm & Sign"

  3. Review all transfer documents carefully

  4. Click "Sign Electronically" then "sign here" to apply your e-signature

  5. If required, type your title into the title field.

  6. Click "Finish Signing"

5. Submit Payment (If Applicable)

If a transfer fee is required, the step to submit payment will become available after the Cooley legal team reviews and approves the transfer agreement.

  • Payment responsibility may fall to the Receiving Party, or be split between the Transferring Party and the Receiving Party

  • Accepted payment method: credit card

Once the full transfer fee is received, the transfer proceeds toward completion.
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📝 Note: If an already-executed agreement was uploaded outside of Vanilla, any applicable transfer fees are handled offline and will not appear here.
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What to Expect Next

Once you have completed all required steps — questionnaire, document signing, and payment (if applicable) — no further action is required unless you are contacted directly.

Document Release

  • Finalized transfer documents are released on the effective date set by Legal

  • Documents are not available before that date, even if all parties complete their steps early

  • You will receive an email notification when your documents are ready to access

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