03 · Capital Calls & Distributions
Capital call notice drafting & delivery
Platform-ledfrom $450/moExpert ~0.5–2 hrs/mo
Bottom line
Generate and distribute capital call notices from the approved calculation pack with delivery confirmation.
Mostly software once live; typical expert babysitting under ~2 hours/month.
Invoice / proposal description
- ·Call notice generation from approved calc pack.
- ·Delivery to LP contacts with confirmation log.
- ·Exception handling for bounced / missing contacts.
By hand today
Mail-merge Word docs and hope the BCC list is right.
On Atlas
Templated notices + delivery log; expert handles exceptions.
Deliverables
- Notices
- Delivery log
- Exception list
Service levels
- Notices issued within 1 business day of GP approval of calc pack.
Exclusions
- — Postal mailing costs unless scoped
Platform surfaces
Capital Callsdocument workspace
Natural pair with cc-calc; high volume reliability sell.