Addepar Subscription Renewal Expiry Tracker
Every Monday, WebRun reads active fund subscriptions and investment mandate dates from Addepar, cross-references the renewal calendar in Google Sheets, flags agreements expiring within 60 days, and sends an alert to the relevant team member via Telegram for any items expiring within 14 days.
How can I automatically track investment mandate and subscription renewal deadlines from Addepar?
WebRun reads active fund subscriptions and mandate dates from Addepar every Monday, updates the renewal calendar in Google Sheets with days remaining and urgency flags, and sends Telegram alerts to the responsible team member for any agreement expiring within 14 days, so no renewal window closes without timely action.
- Every expiring subscription and mandate flagged at least 60 days before expiry
- Urgent alerts sent automatically for items expiring within 14 days
- No renewal window missed from manual tracking gaps
Built for family office investment teams · investment operations staff · 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.
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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 - read subscription and mandate expiry dates
addepar.com
WebRun opens Addepar to read subscription and mandate expiry dates. - Open Addepar and review active private fund subscriptions and investment mandate records
- Capture the subscription end date, lock-up expiry, or mandate review date for each active position
- Identify any positions with an expiry or review date within the next 60 days
Done when All subscriptions and mandates with expiry dates within 60 days are captured.
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2
Google Sheets - cross-reference renewal calendar and update status
google.com
WebRun opens Google Sheets to cross-reference renewal calendar and update status. - Open the renewal and expiry tracking sheet
- Update each identified item with the current expiry date, days remaining, and responsible team member
- Mark items expiring within 14 days as urgent and items expiring within 60 days as upcoming
- Archive any items marked as renewed or lapsed since the last run
Done when Renewal tracker is current with all expiring items categorized by urgency.
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3
Telegram - send urgent alert for items expiring within 14 days
telegram.org
WebRun opens Telegram to send urgent alert for items expiring within 14 days. - For each item expiring within 14 days, send a Telegram alert to the responsible team member
- Include fund name, entity, expiry date, days remaining, and a note on the renewal action required
- Send a channel summary listing all items expiring within 60 days for team visibility
Done when Urgent renewal alerts sent via Telegram and a channel summary posted for the full 60-day window.
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
Does it automatically renew or terminate any agreement?
No. WebRun only reads expiry data and sends alerts. All renewal decisions, termination notices, and new subscription agreements must be executed by a team member.
How does it know which subscriptions are active in Addepar?
It reads the active private fund subscription and investment mandate records in Addepar, which include end dates, lock-up periods, and mandate review schedules for each position.
Can I add non-Addepar agreements to the tracker?
Yes. The Google Sheets renewal calendar can include any agreement type you add manually. WebRun combines the Addepar-sourced data with manual entries in the sheet each week.
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