Addepar NAV Change Notice Drafts Automation
Every morning, WebRun scans Addepar for significant NAV changes or distribution rate updates posted since the prior day, drafts a personalized notice for each affected entity in Gmail, queues a DocuSign acknowledgment where required, and holds everything for your review before any notice reaches the family.
How can I automatically draft NAV and distribution rate change notices for each affected entity?
WebRun scans Addepar every morning for material NAV changes and distribution rate updates, drafts a personalized notice for each affected entity in Gmail, queues DocuSign acknowledgment envelopes where your policy requires them, and holds every communication for team review before anything reaches the family.
- Every material NAV and distribution rate change triggers a draft notice within one business day
- No family communication sent without explicit team review
- DocuSign acknowledgment envelopes queued automatically where policy requires them
Built for family office principals · investor relations teams · trust officers · multi-family office administrators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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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 - detect NAV and distribution rate changes
addepar.com
WebRun opens Addepar to detect NAV and distribution rate changes. - Open Addepar and scan for NAV updates or distribution rate changes posted in the prior business day
- Identify each private fund where the NAV changed by more than 2 percent or a distribution rate was updated
- Capture fund name, prior value, new value, change percentage, and the list of entities with exposure to that fund
Done when All material NAV changes and distribution rate updates are identified with affected entity lists.
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2
Gmail - draft notice for each affected entity
gmail.com
WebRun opens Gmail to draft notice for each affected entity. - For each affected entity, draft a personalized notice in Gmail listing the fund, prior and new NAV or rate, change amount, and the entity's affected position value
- Use formal, on-brand language appropriate for family communication
- Save every email as a draft. Do not send any notice to family members or entities without explicit human review and approval
Done when A draft notice email exists in Gmail for every affected entity, all unsent and awaiting review.
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3
DocuSign - queue acknowledgment envelope for review
docusign.com
WebRun opens DocuSign to queue acknowledgment envelope for review. - For any notice that requires formal acknowledgment under your distribution policy, create a DocuSign envelope
- Attach the notice PDF and route the envelope to the designated reviewer
- Leave all envelopes in draft status pending your approval before sending to the family
Done when DocuSign envelopes are drafted and awaiting approval for all notices requiring formal acknowledgment.
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 send any notice to family members or beneficiaries automatically?
No. Every notice is saved as a Gmail draft and every DocuSign envelope is left in draft status. Nothing is delivered to the family until a team member reviews and explicitly approves each communication.
What threshold triggers a notice draft?
By default it drafts a notice for any NAV change above 2 percent or any distribution rate update. You can adjust the threshold in the run configuration to match your firm's notification policy.
Which entities receive a notice?
Only entities with a current position in the affected fund receive a draft notice. Entities with no exposure to the fund are excluded.
Related templates
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