Addepar Capital Call Commitment Chaser
Every Monday, WebRun opens Addepar, identifies capital call subscriptions and commitments that are past their funding deadline or have not been settled, logs them in a Google Sheets tracker, drafts chase emails in Gmail for each overdue item, and posts a summary to the operations Slack channel.
How can I automatically track and chase overdue capital call commitments in Addepar?
WebRun scans Addepar every Monday for capital call commitments that are past their funding deadline with no cash receipt posted, logs each overdue item in a Google Sheets tracker with aging, and drafts a chase email in Gmail for each one, so no overdue capital call slips through without a timely follow-up.
- Every overdue capital commitment flagged within one week of the funding deadline
- Chase emails drafted automatically, saving 2 to 4 hours of manual follow-up per week
- No external email sent without team review
Built for family office investment operations · fund accounting teams · single family offices · multi-family offices
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.addepar.comin a real browser with your saved login - no setup, no API keys. -
1
Addepar - identify overdue capital commitments
addepar.com
WebRun opens Addepar to identify overdue capital commitments. - Open Addepar and navigate to the private fund commitments view
- Identify all capital call notices with a funding deadline in the past that show no corresponding cash receipt
- Capture fund name, entity, called amount, funding deadline, and days overdue for each item
- Sort by days overdue, placing the most aged items first
Done when All overdue capital commitments are listed with amounts, deadlines, and aging.
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2
Google Sheets - log and age overdue items
google.com
WebRun opens Google Sheets to log and age overdue items. - Open the capital call tracker sheet
- Append or update each overdue item with fund name, entity, called amount, deadline, and days overdue
- Flag any item overdue by more than 5 business days as high priority
Done when Overdue capital call tracker is current with all items aged and high-priority items flagged.
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3
Gmail - draft chase email for each overdue commitment
gmail.com
WebRun opens Gmail to draft chase email for each overdue commitment. - Draft a polite but firm chase email for each overdue item addressed to the relevant fund administrator or counterparty
- Include the fund name, called amount, original funding deadline, and number of days overdue
- Save each email as a draft. Do not send without team review and approval
Done when A draft chase email exists in Gmail for every overdue capital commitment.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it contact fund administrators automatically?
No. Every chase email is saved as a Gmail draft. No email is sent to any external party until a team member reviews the draft and clicks Send.
How does it know a capital call has not been funded?
It checks Addepar for capital call notices that have passed their funding deadline with no matching cash receipt or settlement posted against the commitment balance.
What if the call was funded outside Addepar and not yet posted?
The item remains on the list until the cash receipt is posted in Addepar. This is intentional: it ensures the posting happens promptly, keeping your Addepar records accurate.
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