03 · Capital Calls & Distributions
Call receipt tracking & follow-up
Platform-ledfrom $200/moExpert ~0.5–2 hrs/mo
Bottom line
Track funded vs. outstanding calls and run polite, timed follow-ups before defaults become political.
Mostly software once live; typical expert babysitting under ~2 hours/month.
Invoice / proposal description
- ·Receipt dashboard vs. due date.
- ·Automated / templated follow-up sequence.
- ·Weekly aging report to GP.
By hand today
Controller chases wires in email threads.
On Atlas
Receipt status + follow-up templates; expert only on stuck cases.
Deliverables
- Aging report
- Follow-up log
- Funded % dashboard
Service levels
- Aging report weekly while any call is open.
Exclusions
- — Collections litigation
Platform surfaces
Capital CallsFund Dashboard
Low hours, high operational value; sticky.