Capital Calls

Capital calls shouldn’t cost you a full day.

Fund calls, capture distributions and move private-market cash across every client, without doing it one wire at a time.

The problem

They were doing the same click 130 times.

Alternatives are where the manual work piles up.

A single capital call can mean funding dozens of client accounts, each one by hand, against a deadline. Distributions arrive and have to be captured, routed, and matched. Miss a notice and the cost is real.

The tools most firms use were built for public markets. Private markets move differently, and the software never caught up. So the work falls to people, one action at a time.

130 → 1

Capital calls to a single bulk submission

0

Portal re-entry steps to complete a payment

2

Integrations feeding notices: Canoe & Arch

Full

Audit trail on every action, timestamped

How it works

Fund notice to custodian execution, without the manual steps.

1
Document ingestion

Capital call notices arrive via Canoe or Arch integration automatically.

2
Intelligent parsing

Fund name, amount, due date, and wire instructions extracted without manual entry.

3
Workflow review

A structured approval workflow routes the payment to the right people.

4
Custodian execution

Payment transmitted directly to Schwab or Fidelity via real-time API. No portal required.

Product walkthrough · Coming soon

The Atomic benefit

The manual work we replace.

The Manual Work
  • ×Logging into multiple fund portals
  • ×Re-keying wire instructions and amounts
  • ×Spreadsheet tracking of open calls
  • ×Swivel-chair entry into custodian portals
  • ×Chasing approvals over email
  • ×Manual reconciliation of confirmations
What Atomic Delivers
  • ✓Automatic notice ingestion from Canoe & Arch
  • ✓Structured draft payment requests for review
  • ✓SLOA validation before submission
  • ✓Real-time cash and margin verification
  • ✓Direct API transmission to Schwab & Fidelity
  • ✓Full audit trail, every action timestamped

See it against your own capital-call process.

Show us how your firm funds calls today. We’ll show you the difference.