Agentic Drawdown - AI Capital Call Automator for PE & VC (ILPA Compliant)

Full ILPA Compliance: Audit-ready notice generation with deal parameter transparency, fee methodology disclosure, and anti-deflection enforcement

Deterministic Pro-Rata Allocation: Strict Decimal arithmetic with HALF_EVEN rounding eliminates "decimal dust" and guarantees penny-perfect LP allocations

Zero External Dependencies: No HTTP callouts, no OAuth tokens, no third-party services. Fund data never leaves your Salesforce org

Audit-Grade Approval Routing: Designated approver enforcement via Apex authorization, platform Validation Rules, and record locking with immutable audit timelines

5 Deterministic Agent Actions: Extract, Allocate, Submit, Approve, and Draft notices through a 7-step orchestrated workflow with Human-in-the-Loop gates

LP Excuse Rights & Targeted Calls: Dual-denominator pro-rata logic for excuse rights and LP-specific amount overrides for targeted capital calls

Command Center LWC: Full-lifecycle management dashboard with Pending/Approved, Distributed, and Failed tabs, ILPA Excel downloads, and email dispatch

Native ILPA Excel Generation: Per-LP .xlsx notice files with granular category expansion, Gross Up data table support, and ContentVersion versioning

Inside/Outside Commitment Tracking: Independent Inside/Outside Fund and Commitment classifications with Unfunded Impact Amount as the single source of truth