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Family officeB2 · Capital calls, distributions, waterfallsRun the firmPending reviewVendor source

Capital call notices: extract and preview before posting

Hand an assistant several capital call notices, have it extract amounts, dates and wire details, and show what it would post to the wealth platform before anything is booked.

Tools used

AletaClaude

Prompt from the source

Take these 5 capital call notices, extract the necessary information, and tell me what you'd post to Aleta before actually doing it.

Sources

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