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Generate a bulk capital call in just minutes

Our software makes it easy to send invoices, track payments, process transactions and send receipts.

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Screenshot of capital call feature
Illustration of capital call set up

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.

Illustration of an invoice communication

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.

Illustration of the capital call management table

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.