Generate a Capital Call

Sensr Portal makes it easy to record your capital call by recording a capital deployment in a few clicks.  You can create capital calls for all investments or specific investment classes.  A few important details are listed below:

• Capital calls for all investments are always prorated based on an investment entity's ownership in a deal.
• If you are making a capital call from a specific class, you can always prorate the amount by ownership within the class.
• Capital Calls will create an investment for every applicable investor for each applicable class of investment the investor holds.  Each investment will contain a commitment of $0 and Deployment equal to their prorated share of the Capital Call.  

Generate a Capital Call

1. Navigate to the related Fund page.
2. Click on the Contributions tab.
3. Click on the +Add button and select Capital Call from the menu.
4. In the Add Capital Call pop-up window, fill out the following:
   1. Investment Date 
   2. Capital Call Total Amount 
   3. Class

   4. Rounding

      

      NOTE: Use the Class dropdown to select either a Capital Call for All Classes or a specific class.

5. Click OK.

6. Verify the amounts on the Capital Call Preview page, or manually make corrections under the Contribution column.

   

7. Click Create Capital Call.

8. A green banner appears to confirm the Capital Call investments were created successfully.