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Private Equity
Capital Call & Distribution Tracking
Complexity
Very High
Timeline
14-18 weeks
Outcomes
4+
Challenge
Manual capital call and distribution calculations with spreadsheet-based tracking causing errors and delayed investor communications.
Solution
Custom FSC objects for capital events with automated pro-rata calculations, Experience Cloud investor portal for notices, and fund accounting integration.
Key Outcomes
- Automated capital event calculations
- Real-time investor portal access
- Eliminated manual calculation errors
- Streamlined investor communications
Tags
capital-callsprivate-equitydistributionsautomationinvestor-relations
Implementation Timeline
14-18 weeks
Very High Complexity