Schedule Investor Notices
Take control of your investor communications with proactive scheduling.
What’s valuable about this change?
Specify the date you want notices to be shared with your investors for capital calls or distributions, and your Fund Admin team will proactively schedule the notification.
What do I need to do?
When you request a capital call or distribution in-app, you can choose an Issue date. This will be the date notices are sent to your LPs.
How do I learn more or get help?
Reach out to your account manager or talk to one of our representatives today.