This automation helps fund administrators issue accurate capital call notices to each LP based on commitment percentages and the amount being called. It removes the spreadsheet math and manual emails that slow down every drawdown.
What's Included
- Pro-rata calculation: Compute each LP's share from commitment amounts automatically.
- Notice generation: Draft personalized call notices with due dates and wiring instructions.
- Reminder scheduling: Send timed reminders before and after the due date.
- Receipt tracking: Log responses and funds received against each commitment.
How To Use
- Enter the total capital being called and each LP's commitment.
- Let the automation calculate pro-rata amounts per investor.
- Generate and review personalized notices for each LP.
- Send notices and track payments through the dashboard.
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