Our wizard walks you through setting up a capital call
Select the investors you want to include in the capital call, specify the amount you want the call to be for, and select payment methods to be included on the invoice.
Automatically generate and send invoices
Communications containing invoices to your investors will be automatically generated. You can then review and send them via either email or post using our communications feature.
Process transactions and manage the capital call
Our software allows you to keep track of which investors have been sent an invoice, which investors have paid, and which transactions have been processed. Receipts are generated for payments and can be sent through our communications feature.