Fund Structuring
Set up your AIF the right way. From day one.
Navigate AIF walks you through every step of fund structuring — category selection, document drafting, fund economics, and SEBI registration — on a shared workspace where your lawyer and your team work together in real time.
Lawyer view
• PPM draft v3
• Trust Deed – in review
Activity
Comment on Clause 4.2
Client approved Section 2
Client view
• Same documents
• Review & approve
Pain points
Fund structuring today is fragmented, slow, and expensive.
Drafts shared over email
Weeks lost in back-and-forth
Errors that surface after registration
How it works
Category selection
Choose Cat I, II, or III. Applicable regulations and document requirements load automatically.
Fund economics
Set fees, carry, hurdle, and waterfall with real-time SEBI validation.
Document drafting
PPM, Trust Deed, IMA — drafted collaboratively with AI clause suggestions.
SEBI registration filing
Compile your application, manage SEBI queries, and track approval end to end.
Everything you need to structure a SEBI-compliant fund.
Category selection, document drafting, fund economics, and SEBI registration — all in one workspace.
Fund Category Selection
Choose Cat I, II, or III. Applicable regulations and document requirements load automatically.
Learn MoreFund Economics Configuration
Set fees, carry, hurdle, and waterfall structure with real-time SEBI validation.
Learn MoreDocument Drafting Workspace
PPM, Trust Deed, IMA — drafted collaboratively with AI clause suggestions and full revision history.
Learn MoreLawyer & Client Portal
Both sides work simultaneously. Draft, annotate, review, and approve without a single email.
Learn MoreSEBI Registration Tracker
Compile your application, manage SEBI queries, and track approval status end to end.
Learn MoreInvestor Onboarding Handoff
Once registered, your fund structure flows directly into investor onboarding. No re-entry.
Learn MoreYour lawyer and your team. One workspace. No version confusion.
Simultaneous drafting and review, clause-level comments, AI-suggested standard clauses, and full revision history — all mapped to SEBI requirements.
SEBI registration done. Time to bring in your investors.
Navigate AIF's Investor Onboarding module picks up exactly where fund structuring ends — KYC, AML screening, subscription document execution, and LP accreditation. Your fund data carries over automatically.
Explore Investor Onboarding