Explore apps for invoice automationIntegrate CRM with CLM solutions
Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Loading
Loading
Agentic Drawdown - AI Capital Call Automator for PE & VC (ILPA Compliant)
Deterministic capital call automation built natively on Agentforce
Overview
Automate capital calls for PE and VC funds with deterministic, penny-perfect pro-rata allocation and full ILPA compliance. Streamline fund administration and drawdown workflows natively on Agentforce - your fund data never leaves Salesforce.
See How Agentic Drawdown - AI Capital Call Automator for PE & VC (ILPA Compliant) Works
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
Manual Excel capital calls expose Private Equity and Venture Capital fund managers to rounding errors, compliance gaps, and audit risk. Agentic Drawdown eliminates these with deterministic, Salesforce-native fund administration automation on Agentforce 5 Agent Actions power a 7-step workflow with Human-in-the-Loop checkpoints: • Extract Funding Request — Natural-language intake with ILPA category breakdown, excuse rights, and targeted call support • Calculate ILPA Allocations — Penny-perfect pro-rata math using Decimal arithmetic. Handles Gross Up, inside/outside commitment tracking, and remainder correction • Submit & Process Approval — Designated approver enforcement via Apex authorization and Validation Rules • Draft & Distribute Notices — Per-LP ILPA Excel (.xlsx) generation with draft emails via the Command Center LWC Key differentiators: — Full ILPA compliance with deal transparency and fee methodology disclosure — Dual-denominator pro-rata logic for LP excuse rights — Zero external dependencies — no callouts, no data leaves Salesforce — Audit-grade security with immutable timelines and record locking Built for PE & VC teams who demand precision in every drawdown
Categories
- Business Needs
- FinanceProcess ManagementAudit & Compliance
- Industries
- Financial Services
- Personas
- Business Operations ManagerExecutiveOther
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpAgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsAgentforceManaged Package