Agentic Drawdown
AI Capital Call Automator for PE & VC (ILPA Compliant)
By Noxtara
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- Not rated yet
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- Pricing
- Paid
- From $999 per company per month
- Listed since
- 2026
About Agentic Drawdown
Deterministic capital call automation built natively on Agentforce
Manual Excel capital calls expose Private Equity and Venture Capital fund managers to rounding errors, compliance gaps, and audit risk. Agentic Drawdown eliminates these with deterministic, Salesforce-native fund administration automation on Agentforce
5 Agent Actions power a 7-step workflow with Human-in-the-Loop checkpoints:
- Extract Funding Request — Natural-language intake with ILPA category breakdown, excuse rights, and targeted call support
- Calculate ILPA Allocations — Penny-perfect pro-rata math using Decimal arithmetic. Handles Gross Up, inside/outside commitment tracking, and remainder correction
- Submit & Process Approval — Designated approver enforcement via Apex authorization and Validation Rules
- Draft & Distribute Notices — Per-LP ILPA Excel (.xlsx) generation with draft emails via the Command Center LWC
Key differentiators: — Full ILPA compliance with deal transparency and fee methodology disclosure — Dual-denominator pro-rata logic for LP excuse rights — Zero external dependencies — no callouts, no data leaves Salesforce — Audit-grade security with immutable timelines and record locking
Built for PE & VC teams who demand precision in every drawdown
Highlights
- Full ILPA Compliance: Audit-ready notice generation with deal parameter transparency, fee methodology disclosure, and anti-deflection enforcement
- Deterministic Pro-Rata Allocation: Strict Decimal arithmetic with HALF_EVEN rounding eliminates "decimal dust" and guarantees penny-perfect LP allocations
- Zero External Dependencies: No HTTP callouts, no OAuth tokens, no third-party services. Fund data never leaves your Salesforce org
- Audit-Grade Approval Routing: Designated approver enforcement via Apex authorization, platform Validation Rules, and record locking with immutable audit timelines
- 5 Deterministic Agent Actions: Extract, Allocate, Submit, Approve, and Draft notices through a 7-step orchestrated workflow with Human-in-the-Loop gates
- LP Excuse Rights & Targeted Calls: Dual-denominator pro-rata logic for excuse rights and LP-specific amount overrides for targeted capital calls
- Command Center LWC: Full-lifecycle management dashboard with Pending/Approved, Distributed, and Failed tabs, ILPA Excel downloads, and email dispatch
- Native ILPA Excel Generation: Per-LP .xlsx notice files with granular category expansion, Gross Up data table support, and ContentVersion versioning
- Inside/Outside Commitment Tracking: Independent Inside/Outside Fund and Commitment classifications with Unfunded Impact Amount as the single source of truth
Screenshots
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Pricing
Paid, from $999 per company per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Annual | $9,990 per company | Yearly | 30 days |
| Monthly | $999 per company | Monthly | 30 days |
Get two months free by choosing the Annual billing plan! All installations begin with a fully-featured 30-day site-wide trial. Please contact our team directly for information regarding custom pricing for Nonprofits and NGOs.
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Financial Services Cloud
- Requires
- Einstein 1
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce security review
- Passed on July 28, 2026
- Industries
- Financial Services
- Languages
- English