Custom Cap Calls for your LPs
We’ve introduced a custom template engine that allows you to deliver branded, high-fidelity capital call notices using automated templates instead of manual document creation. Whether you’re managing a flagship buyout fund or a specialized co-investment vehicle, your communications are streamlined and consistent with your brand.
Automated precision, zero manual edits
Accuracy is a foundation of investor trust. By utilizing dynamic variables, your custom notices now pull financial data—including commitment percentages, recallable distributions, and due dates—directly from the Carta platform. This eliminates the risk of manual entry errors inherent in offline spreadsheets and ensures that every LP receives precise information formatted exactly to your specifications. You no longer have to choose between a bespoke aesthetic and the security of automated data.
