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ALTERNATIVE INVESTMENTSWhat it is
The capital call notice, explained.
Asks an investor to fund part of their committed capital by a set date, and shows the amount due, wire instructions and remaining commitment.
Key fields
What Intelligent Document Processing extracts
Fund and investorCall numberAmount dueDue dateWire instructionsRemaining commitment
How IDP works With FutureVault
How FutureVault handles the capital call notice.
Delivered to every investorDeliver each Capital call notice to the right investor, entity and advisor vault, tagged by fund and investor.
Extracted on arrivalIntelligent Document Processing captures fund, investor, amounts and dates, ready for reporting and reconciliation.
Governed by entityRole-based access controls by entity and advisor, with a full audit trail on every document.
Related documents
Net capital call noticeCapital call notice, net of offsetting amountsWire instructions and confirmationsWire instructions and payment confirmationsCapital account statementQuarterly statement of a limited partner’s positionSchedule K-1Partner’s, beneficiary’s or shareholder’s share of incomeReporting authorization letterLetter authorizing fund reporting to a third party
FAQ
Capital call notice questions, answered.
When is the capital call notice due?
As the fund calls capital, with the notice period set by the partnership agreement.
Can FutureVault extract data from the capital call notice?
Yes. Intelligent Document Processing reads the capital call notice and captures fields such as fund and investor, call number, amount due, with a confidence score on every field and human review for anything uncertain.
How does FutureVault handle the capital call notice?
Deliver each Capital call notice to the right investor, entity and advisor vault, tagged by fund and investor. Intelligent Document Processing captures fund, investor, amounts and dates, ready for reporting and reconciliation.