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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

Pricing Details

Agentforce 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

More Details

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