Private Equity CRM Capital Calls Functionality Will Improve Productivity

You asked we delivered. You don’t have to work long hours to manually calculate, create, print and deliver capital call notices any more. Navatar Private Equity now also automates capital call and distribution processes, eliminating all the time consuming manual work on your part.

Your Investor Relations team will not have to spend time preparing spreadsheets and performing complicated calculations. The pre-defined logic in the system computes the capital drawdown/distribution and fee allocations to various limited partners. The system also allows flexibility for exceptions – for example, the allocation for a limited partner can be overridden if their side letter states they don’t invest in certain countries or industries. The system also performs automatic rolls ups for each LP and fund, on various metrics, to help users manage the process efficiently.

The IR team will not have to manually create and mail capital call letters either. The Capital Calls functionality will, in a few easy steps, allow them to:

  • Set up custom capital call/distribution email templates using the fund’s logo and branding
  • Dynamically populate the capital call notice with relevant contacts, limited partner’s commitment and capital call/distribution information
  • Identify the contacts across limited partners to whom the capital call/distribution notices need to be sent based on the limited partner’s preferences
  • With a single click, email notices to all the relevant contacts across limited partners

We will continue to add more functionality to increase the productivity of your investor relations, fundraising and deal flow teams. If you weren’t aware, Navatar Private Equity CRM is built on salesforce.com’s cloud computing platform. Follow the link for a demo:

Demo of Navatar Private Equity

Shweta Kumar

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13 Responses to Private Equity CRM Capital Calls Functionality Will Improve Productivity

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