Creating a Capital Call
To create a new Capital Call click the + Add New button in the upper right of the Capital Calls area.
Note: Multiple Capital Calls can be created at once by using the Import feature. Please see Importing Capital Calls for more information.
Add the required information to the Capital Call and then click Save & Continue to save the Capital Call.
Editing a Capital Call
Before the Capital Call is sent, it can be edited by clicking the Options menu and selecting the Edit option. A Project can be assigned to the Capital Call or the Capital Call can be Canceled and Archived, which will move the Capital Call to the Archives area. Please see Archives for more information on archived items.
Sending a Capital Call
The Capital Call will be saved in Draft status and can be sent by clicking Publish & Send or you can return to the Capital Calls area to view the saved Capital Call in Draft status.
Note: Multiple Capital Calls can be sent at once using the Batch Actions on the display grid in the Capital Calls area. Please see Batch Actions for Capital Calls for more information.
When a Capital Call is sent, the Recipient receives an email notification alerting them that they have received a new Capital Call, which can be accessed from their Verivend account by clicking the Get Started button in the email notification.