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

By Noxtara

Deterministic capital call automation built natively on Agentforce

No Ratings
$999   USD/company/month

Discounts available for nonprofits

Agentforce ContentsAgentforce Contents
Actions: 5
Subagents: 1
Industries
Financial Services
Business Need
Finance
Process Management
Audit & Compliance
Requires
Agentforce
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

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.

  • Targeted calls, excuse rights, Gross Up vs. Granular, and failed allocation recovery

  • From package install to first capital call — permission sets, CMDT, and Agentforce config

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Agentforce
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
No additional browser, OS, or device requirements. The solution operates entirely within the Salesforce Lightning Experience UI and the Agentforce conversational interface. No external integrations, HTTP callouts, or third-party dependencies.

App Details

Version
Agentic Drawdown/ver 1.2 1.2.0
Listed On
08/14/2026
Latest Release
08/14/2026
Agentforce ContentsAgentforce Contents
Actions
Actions are how agents get information and perform tasks.
Subagents
A subagent is a job an agent can do.
Actions: 5
Subagents: 1
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce 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 More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 9
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 2
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/28/2026

Additional Details

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

Need help?

Noxtara

For onboarding, fund setup, LP configuration, and ILPA category mapping assistance, contact our support team. We provide implementation guidance and Agentforce subagent deployment help. Mon–Fri, 9 AM – 6 PM ET.

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