Capital Company

Reviewed 1d ago.

• tools: 14 tools scanned
• metadata: scanned

No findings.

Tools (14)

• create_workspace

  Opens a Capital Company workspace for someone who has none: their account and their firm’s team. Needs no sign-in. They then sign in from the link the login page emails them, and connect this assistant to have it set things up.

• capital_company_create_fund

  Starts creating a fund for the user: an SPV or a blind pool, with its legal name, expected allocation, strategy, classes and fees, manager and documents. Capital Company’s assistant asks for what is missing and, when it has everything, puts the fund to the user for confirmation before anything is created.

• capital_company_invite_investors

  Starts inviting investors to one of the user’s funds by email address. The assistant resolves the fund, asks for what is missing, and puts the invitations to the user for confirmation before any is sent.

• capital_company_send_subscription_agreements

  Starts sending subscription agreements for signature to investors of one of the user’s funds. The assistant resolves the fund and the commitments and puts the requests to the user for confirmation before any is sent.

• capital_company_send_capital_calls

  Starts sending capital call notices to the investors of a fund class. The assistant resolves the class and its commitments and puts the notices to the user for confirmation before any is sent. It never moves money.

• capital_company_update_fund

  Starts changing settings of one of the user’s funds: the fields they name, nothing else. The assistant puts the change to the user for confirmation before anything is written.

• capital_company_edit_commitment

  Starts editing an existing commitment in one of the user’s funds: the fields they name. The assistant puts the edit, and anything it changes about sent capital calls, to the user for confirmation before anything is written.

• capital_company_create_commitment

  Starts recording a new commitment by an investor in one of the user’s funds. The assistant resolves the fund and the investor, asks for what is missing, and puts the commitment to the user for confirmation before anything is written.

• capital_company_ask

  Answers a question about the user’s team and funds in Capital Company from its records, in Capital Company’s words. Changes nothing.

• capital_company_reply

  Relays the user’s answer to the question Capital Company’s assistant asked last, in their own words, and returns what the assistant says next: another question, or a proposal for the user to confirm.

• capital_company_confirm

  Relays the user’s own answer, confirm or decline, to a Confirmation Capital Company’s assistant put to them. Confirming runs the operation; declining lets the assistant ask what to change.

• capital_company_show_confirmation

  Shows the user a Confirmation named in Capital Company’s reply on Capital Company’s card, where they confirm or decline it themselves. Changes nothing.

• capital_company_claim

  For someone who started without a Capital Company account and said yes to a proposal: emails a link to the address they will sign in with. Opening it verifies the address and creates what they said yes to.

• capital_company_conversation

  Reads the user’s current conversation with Capital Company’s assistant, including the outcome of anything they confirmed, and whether it is waiting on them.