03 · Capital Calls & Distributions
Capital call calculation (pro rata per LP)
Platform-ledfrom $450/moExpert ~0.5–2 hrs/mo
Bottom line
Pro-rata capital call amounts computed from commitments and prior calls—audit-ready, not spreadsheet-fragile.
Mostly software once live; typical expert babysitting under ~2 hours/month.
Invoice / proposal description
- ·Per-LP capital call calculation from Atlas.
- ·Call memo with purpose and due date.
- ·Expert spot-check before notices go out.
By hand today
Excel allocation tabs that break when an LP transfers.
On Atlas
Capital Calls module + light expert QC.
Deliverables
- Call schedule
- Per-LP amounts
- QC checklist
Service levels
- Calculation pack ready ≥5 business days before intended notice date.
Exclusions
- — Wire initiation as bank signatory
Platform surfaces
Capital CallsFund Dashboard
Core recurring ops line; pure product fit.