Lens Store™ / Lenses / Capital Calls

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Capital Calls
Effortless management of commitments and cash flows
Manage, track, and forecast capital calls for your private market investments. Respond instantly to cash management issues as they arise.
The Capital Calls lens is included for DeepSeek R1, Clarity, Panorama and Signature clients.
Master Your Commitments
The Capital Call Tracker gives you a centralized hub for managing all aspects of your cap calls. From forecasting future calls to reviewing historical data, this powerful tool offers full visibility into your private market investment commitments and cash flows.
Intuitive visualizations and real-time updates help you monitor uncalled capital, anticipate upcoming calls, and analyze past patterns. The lens leverages document management features, allowing you to associate and quickly retrieve relevant paperwork for each capital call.
Forecasting and Scheduling
Accurately project upcoming capital calls and set reminders to ensure timely responses.
Document Management
Easily upload, store, and associate capital call notices and related documents for quick reference and audit trails.
Commitment Oversight
Gain instant insight into current capital commitments across all investments, including called and uncalled amounts.
About Copia
Whether you are managing your own portfolio, running a family office, or overseeing multiple clients, manage your investments in a whole new light by putting your Assets Under Intelligence. Embrace elegance and build a deeper understanding of your portfolio, make more informed decisions about future allocations, and feel confident in both investment and manager performance.
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The Income by Asset Class and Illiquid Breakdown lenses are key pieces in understanding your alternative investments.
The Learning Curve

What is a capital call?
Learn how capital calls streamline fund management and helping investors optimize their liquidity.

Where did capital calls come from?
Explore the evolution of capital calls and their role in family office wealth management.