AI WorkflowsCategoriesInvestor

📈 Distribution Notice Generator with AI

Create distribution notices for limited partners showing return amounts, tax details, and waterfall allocations. Streamlines exits and recaps for your fund.

UNIT · TASKADE.FLOW4 STEPS

How this flow runs

When

Every week

Schedule

Then 1

Summarize a web page

Media

Then 2

Agent

Order Reviewer

Ask an agent · Taskade AI

Knows
your refund and returns policy
Remembers
how past orders were handled

Then 3

Add Task

Taskade

This agent carries its knowledge and memory between runs, and can call your other automations as its own tools. How custom agents work

Build this flow with AI

Opens the builder with these steps already described. Free to start, no card.

This automation helps fund managers prepare clear distribution notices when an exit or recap returns capital to LPs. It calculates each investor's allocation through the waterfall and drafts the notice for review.

What's Included

  • Waterfall allocation: Split proceeds across LPs based on preferred returns and carry.
  • Notice drafting: Generate per-LP notices with amounts, dates, and tax breakdowns.
  • Supporting summary: Attach a one-page summary explaining the distribution event.
  • Audit trail: Keep a record of every notice sent and acknowledged.

How To Use

  1. Enter the distribution amount and event details into Taskade.
  2. Confirm the waterfall terms and LP allocations.
  3. Let an AI agent draft each personalized notice.
  4. Review, approve, and distribute to your LP base.

Use AI agents to draft notices and browse more investor automations for fund reporting.

Discover more

More Investor Operations Workflows

View all Investor Operations Workflows