Improved: Capital Calls

Eliminate administrative overhead through Flow’s improved Capital Calls feature.

Automate tedious workflows associated with calling capital, including the upload, assignment, and distribution of capital call documents on Flow.

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Feature Details

We’ve enhanced Flow’s capital call functionality to reduce the administrative burden on admins and improve the experience for investors. This update includes two new workflows, for both one-time and ongoing capital call structures.

Automated one-time capital calls - For fund managers who are calling investors’ full commitment amounts and, if applicable, management fees and prorated expenses. This feature auto-generates individualized capital call notices for each investor and calculates their unique contribution amounts automatically.

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Streamlined workflow for ongoing capital calls - For fund managers only calling a portion of investors’ commitment amounts, or for admins who prefer to use their own capital call templates, we also created a PDF upload workflow that makes it easy for users to upload, assign, and send PDF capital call documents to individual investors.

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Capital call notifications for investors - For both one-time and ongoing capital calls, you can send a notification to investors from Flow whenever they’re issued a new capital call document. These notifications can be found on the Investor Dashboard and help ensure a positive capital call experience for investors, too.

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Want to chat about Flow’s improved Capital Call feature? Book time with a Flow representative by filling out the form on our homepage.

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