Future of
Funds

Supercharge your workflow with AI. Skip the busywork,
focus on what matters, and outperform your competition.

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Case Study

A Success Story with SmartEsq

Discover how Phoenix Merchant Partners slashed review times and boosted efficiency with SmartEsq’s regulatory tool. See their transformation—and imagine what it could do for your team.

Tailored ai-powered apps

Purpose built for 10X faster workflows

Supercharge your workflow. Skip the busywork, focus on what matters, and outperform your competition.
SANDRA SMART ASSISTANT

Meet Sandra.

Trained by legal experts so you move from question to answer, fast.
Instant Answers
Expert-Trained AI-Trained AInefit
Faster Decisions
LPA COMMENTS AGGREGATION

Aggregate LPA Comments in Minutes

Pull investor markups from dozens of LPs into one clean view with SmartEsq.
One Clean View
No Manual Merge
MFN ELECTION

Run a Streamlined MFN Election Process

Identify electable provisions, generate MFN election forms, and compile a searchable database
Drag and Drop
Easy Compliance
Key Fund Terms

Key Fund Terms, Auto-Extracted

Extracts and benchmarks key fund terms, skip the manual work.
Auto-Extracted Terms
Benchmark Instantly
Skip Manual Work
Smart regulatory markup

Automated SEC Review

Analyzes content against SEC requirements applicable to private funds.
SEC Compliance Check
Reduce Risk
Reduce Risk
NDA COACH

Review, identify errors, instantly fix NDA’s.

Smart suggestions on NDA negotiation based on users’ positions.
Spot Errors Fast
Smart Suggestions
Shorter Reviews
SMART REDACTION

Auto-Redact Sensitive Info

Automatically redacts sensitive information in fund documents.
Auto-Redact Info
Save Time
SMART REDLINES

Turns time-intensive contract comparison process into a streamlined, precise operation

Instantly compares contract versions, detecting substantive legal changes that go beyond basic text differences, while tracking every revision
Instant comparisons
Substantive changes flagged
LPA Review Memo Generation Tool

Streamline Private Fund Analysis

Instantly extracts, summarizes and analyzes key terms from LPAs and PPMs, as well as making recommendations - turning hundreds of pages into structured, actionable insights—all within a secure, client-controlled environment
Auto summaries
Key terms extracted
Transfer Agreement Generation Tool

Simplifying LP Secondary Transactions for GPs

Prepare Transfer Agreements based on your fund documents, with or without a template, in a breeze
Auto-generated drafts
Template optional
Transfer Agreement Negotiation Coach

Streamline LP Secondary Transfer for GPs, LPs and Buyers

Get quick guidance on Transfer Agreement negotiation directly in Word, for efficiency and contract consistency - accelerating transfers for LP secondary sale from a long-winding process while keeping the legal costs at bay
In-Word guidance
Faster negotiations
tailored for fund formation

AI end-to-end solution for funds

SmartEsq fits in any part of a fund formation journey.
Stage 1
RESEARCH AND EVERYDAY TASKS
Understand Legal Foundations and Everyday Tasks
  • Navigate the evolving landscape of fund regulations and compliance
  • Identify key legal obligations before structuring your fund

Apps that can help you at this stage:

Sandra™
Smart Legal Assistant
Smart Redaction and Redlines
Redact sensitive data, generate redlines, and understand the key differences between documents
NDA Coach
Smart suggestions on NDA negotiations based on user positions
Stage 2
Research & Design of Fund Terms
Research & Design of Fund Terms
  • Extract & benchmark key fund terms
  • Generate a terms sheet from selected positions

Apps that can help you at this stage:

Key Fund Terms Extraction
Extracts and benchmarks key fund terms, skip the manual work
Sandra™
Smart Legal Assistant
Stage 3
Offering Documents
Prepare Offering Documents
  • Analyze content for regulatory compliance with Smart Regulatory Markup
  • Generate a PPM draft from your input

Apps that can help you at this stage:

Smart Regulatory Markup
Analyzes content against regulatory requirements applicable to private funds
Sandra™
Smart Legal Assistant
Stage 4
LPA Negotiation
Run LPA Negotiations
  • Aggregate investor comments into one view
  • Comment on LPAs on behalf of an LP
  • Export or share changes for review

Apps that can help you at this stage:

LPA Comments Aggregation
Pull investor markups from dozens of LPs into one clean view with SmartEsq
LPA Review Memo Generator
Streamline private fund analysis with sophisticated extraction and recommendations
Sandra™
Smart Legal Assistant
Stage 5
SIDE LETTER NEGOTIATION
Generate and Negotiate Side Letters
  • Create side letter drafts from your positions
  • Organize review and signature workflows
  • Maintain a log of commitments

Apps that can help you at this stage:

Side Letter Compendium Generation
Generate a compendium of all your provisions across funds
Sandra™
Smart Legal Assistant
Stage 6
MFN
Run MFN Election Process
  • Generate a side letter compendium
  • Generate election forms
  • Generate a database of side letter provisions

Apps that can help you at this stage:

Side Letter Compendium and MFN Election
Drag and drop one stop shop for the entire MFN Election process, from Compendium to Election forms
Stage 7
Fund Obligations AND TRANSFERS
Secondaries and Ongoing Obligations
  • Capture obligations from LPAs and side letters.
  • Generate Transfer Agreements
  • Negotiate Transfer Agreements

Apps that can help you at this stage:

Transfer Agreement Generation
Generate a transfer agreement draft for GPs, LPs, or buyers
Transfer Agreement Coach
Streamline LP Secondary Transfer for GPs, LPs, and buyers with negotiation tips
Sandra™
Smart Legal Assistant

“SmartEsq is a powerful platform with lots of useful features.”

Robert Adler, Azimut Alternative Capital Partners

Less process. More progress.

Automate the repetitive, focus on the meaningful, and keep momentum high.
Easy to Adopt and Use

No complex training, no endless manuals. SmartEsq plugs into your workflow instantly so your team can start reviewing, negotiating, and closing documents on day one.

Security and Data Privacy

Your fund data deserves maximum protection. With enterprise-grade encryption and strict access controls, SmartEsq keeps every clause and negotiation fully confidential.

Work 10X Faster

No more slow-motion fund docs. SmartEsq  handles the heavy lifting so you can keep moving, faster reviews, smoother negotiations, and way fewer headaches.

Legal Tasks for the Entire Private Funds Lifecycle

Whether you’re setting up your first fund or managing complex structures, SmartEsq  supports you at every stage. One platform for the entire legal lifecycle of fund formation.

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Latest news and resources

Read about the latest in legal AI tech.
SmartEsq's AI-Powered MFN Election Tool Automates Side Letter Workflows for Fund Managers and Legal Teams
Press Release
SmartEsq's new AI-powered MFN Election tool fully automates the Most Favored Nation process for private funds. It eliminates manual tagging and reduces legal costs, compressing a multi-week workflow into just hours. Purpose-built for fund counsel, the tool delivers speed, accuracy, and audit-ready outputs with no training required.
SmartEsq Launches AI-Powered LPA Review Memo Generation Tool to Streamline Private Fund Analysis
Press Release
Introducing the LPA Review Memo Generator, a breakthrough tool that automates how Limited Partners, fund counsel, and financial institutions review complex fund documents. It instantly extracts and summarizes key terms from LPAs and PPMs, turning hundreds of pages into structured, actionable insights—all within a secure, client-controlled environment.
Meet SmartEsq's Sandra: The AI Partner Who's Never Too Busy for Junior Associates
News
Junior associates in Big Law often stay silent when they need help, which leads to avoidable mistakes and slower work. SmartEsq fixes that. Sandra, our legal AI assistant, gives fund formation attorneys clear, accurate answers the moment they need them. Firms gain faster execution, better training, and attorneys who work with more confidence.
AI Governance for Law Firms: Building the Framework for Responsible Legal Technology Adoption
News
As AI reshapes legal practice, law firms must adopt strong governance to ensure ethical, secure, and compliant use. From aligning leadership to obtaining client consent, this guide outlines the key steps to build trust, mitigate risk, and scale innovation responsibly. Learn how SmartEsq supports firms in navigating this transition with confidence.
The Future of Side Letter Compliance: Unveiling SmartEsq’s Fully Automated MFN Election Tool
News
Introducing SmartEsq’s Fully Automated MFN Election Tool, designed to simplify one of the most time-consuming steps in fund formation. The tool identifies, organizes, and compiles MFN-eligible provisions across side letters with no manual tagging required—allowing legal teams to work more efficiently and focus on client advisory services.

Made by lawyers, for lawyers.

Experience the future of funds today. Get in touch for a demo
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