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Capital Call Workflow: Assessment to Dispatch

Course Content

Lessons Status

1

Introduction to Capital Calls and Definitions

2

Understanding the Purposes of Capital Calls

3

Significance of Capital Calls

4

Management Fee Structures: Inside and Outside Commitment

5

Capital Call Workflow Overview

6

Capital Call Workflow – Step 1: Communication Initiation

7

Capital Call Workflow – Step 2: Information Review

8

Capital Call Workflow – Step 3: Allocation Calculation

9

Capital Call Workflow – Step 4: Capital Call notices

10

Capital Call Workflow – Step 5: Document Verification with TA

11

Capital Call Workflow – Step 6: Capital Call Notices Signature

12

Capital Call Workflow – Step 7: Notices Dispatch

13

Capital Call Workflow – Step 8: Posting to Investors Account

14

Capital Call Workflow – Step 9: Payment Monitoring

15

Capital Call Workflow – Conclusion

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