Open the investment's Capital Calls tab to see each call's funding progress, amounts received and pending, and status. Click a call's title for the per-investor detail.
See who has paid
The call detail shows Call Amount, Funds Received, Pending, and Still Owed, plus a row for each investor with what was called, received, pending, and still owed. The Overview page also shows an Active Capital Calls list across your investments, marked Past due after the due date.
New payments go to the investor's oldest open call unless you choose a different call when recording the payment.
Resend notices
If notice emails failed, click Retry Notices on the Capital Calls tab, or Retry Undelivered Notices in the Capital Calls panel on the Overview tab. That panel also flags accounts with no verified portal recipient.
Close or cancel a call
In the call detail:
- Close Call stops collecting an issued call. Amounts not yet received are no longer called and can be included in a future call.
- Cancel Call withdraws the call entirely. Only calls with no payments recorded can be cancelled.
Both ask for a Reason. Closed calls keep their history.
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