LP Capital Call & Distribution Notices

Automate capital calls, distributions, and K-1 delivery

ModeratePrivate EquitySaves 15 hrs/mo

What This Automation Does

This automation handles the operational complexity of capital calls and distributions. When a capital call is initiated, it calculates each LP's pro-rata allocation, generates personalized notices with wire instructions, tracks incoming wires against expected amounts, sends reminders for outstanding payments, and updates the fund administrator records. It also handles distribution notices and annual K-1 delivery with the same level of automation.

How It Works

Capital Call Initiated

Triggers when a new capital call or distribution is initiated by the fund manager.

Calculate LP Allocations

Computes each LP's pro-rata allocation based on commitment size, prior contributions, and fund terms.

Send Notice With Wire Instructions

Generates personalized capital call notices with wire instructions and sends to each LP.

Wire Received?

Monitors incoming wire transfers and matches them against expected LP contributions.

Confirm & Update Records

Pricing

Monthly Subscription

$199/mo

Standard plan

3 automations included at no setup cost
GHL sub-account with full configuration
Ongoing platform access & support

One-Time Setup Fee

$200

per automation (standalone)

Sub-account provisioning & snapshot
Workflow configuration & testing

Schedule a Free Consultation

No payment required — our team will finalize scope and pricing during the call.

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