GP · Fund · Quarterly
Plan the next two quarters of calls
A two-quarter call calendar with amounts, dates and purposes, saved with its evidence and started on time.
PlanPlan the next two quarters of calls
Read the fund’s cash needs
HeldReads called and uncalled capital, cash flows to date, the fees due, the deals about to close and the fund’s running costs.
API actionSave the evidence
HeldSaves the cash-flow schedule as a frozen report, so the schedule’s figures can be checked later.
API actionDraft the call schedule
HeldOperator drafts up to two calls with a buffer, each with its date, amount, percentage, purpose and the uncalled capital left after it.
OperatorApprove the schedule
HeldYou approve the schedule, or edit it first.
PersonGP approvesStore each planned call
HeldRecords each planned call on the fund with its date, amount and purpose.
API actionper callGP approves all in one goStart the first call on time
HeldOperator drafts the quarterly capital call for the first planned call, with its amount and purpose filled in, and holds it for you to release.
OperatorWaits until 25 days before the first call
The plan as it runs: each step waits for the one before it, and stops at its gate until the owner approves.
At a glance
Who runs it, and when
- Who runs it
- GP
- What starts it
- Each quarter, with your budget review or before an investment committee.
- How often
- Quarterly
- Vehicle
- Fund
Ask Operator
Start it in a sentence
Ask Operator in chat. It drafts the plan for your fund, and nothing runs until you release it.
- You
When do we need to call capital next, and how much?
- You
Plan our calls for the next two quarters.
- You
Build a call schedule we can warn the LPs about.
The outcome
You approved the next calls with their dates, amounts and purposes, each is stored on the fund, and the first call is drafted ahead of time.
What it proves
- Sizes the calls from live records: fees, running costs, cash and the deals about to close.
- Saves the report the schedule rests on, so the numbers can be checked later.
- Stores every planned call behind one approval, once you have approved the schedule.
- Starts the first capital call ahead of its date, with no one watching the calendar.
- Shows a junior the dates and the number of calls, and you the amounts.