Generate Capital Call templates

Learn how to log and generate capital calls* in Corporify.

*This workflow only applies for those who have enabled the capital call option within their environment. For more information, please contact

1. Prepare 'issuance' transaction 

First step in capital call flow is to prepare a draft version of the issuance. This will allow you to calculate the applicable amount. Easiest way to do so, is by using the 'pro rata' options. 

2. Generate capital call template within the prepared 'issuance' transaction

Within the issuance, click on 'Documents'. 

Click on 'Create' and next 'Create from template'. 

Select the desired template and enter the needed information.

3. Send the generated capital calls

Use the email functionality to send out the capital calls to the linked contacts.