Issuing Capital Calls (Transactions, Commitments, Calling Capital, Import)

Modified on Tue, May 16, 2023 at 2:44 PM

In the platform, you have the option to issue Capital Calls on any Commitment transactions that have been created for any offer.


To do so:


  1. Select Transactions from the left menu
  2. Use the checkboxes to select the relevant Commitment transactions
    • You can filter the full list using the drop-down menus at the top, to more easily locate Commitments
  3. Click Engage Selected 
  4. Choose the option to Issue Capital Calls


  5. Fill in the percentage, the date, and the status


  6. The option to notify investors is enabled by default, but you are able to use the checkbox if you would not like to notify them

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