AT A GLANCE

CHALLENGES

Multiple fund relationships with no centralized notice management

Household staff handling high-stakes financial deadlines outside their core role

No advance visibility into timing or amounts, creating recurring liquidity coordination pressure

BENEFITS

Deadline certainty across all fund relationships

Clean handoff from household operations to professional financial management

Advisor-ready reporting on upcoming capital obligations

Objectives

The family had LP positions across multiple private funds — private equity, real estate, and venture — with capital calls arriving on unpredictable timelines. A household assistant had been managing notices informally, but with no centralized system, the process was fragile.

• Ensure every capital call notice was received, logged, and acted on before the deadline
• Coordinate liquidity across accounts so funds were positioned and wires executed on time
• Remove the operational burden from household staff and give the family’s advisor full visibility into upcoming obligations

Solutions

Plumb took over the full operational layer of capital call management — from intake to execution.

• Established a dedicated intake process for capital call notices across all fund relationships
• Built a forward-looking calendar of anticipated calls based on fund schedules and historical cadence
• Coordinated directly with the family’s bank and RIA to ensure liquidity was in place ahead of each deadline
• Provided the family and their advisor with clear, timely communication on every pending and completed call

OUTCOMES

• Zero missed capital calls since engagement began
• Household staff fully removed from the process — no more informal tracking or deadline anxiety
• The family’s RIA gained consistent advance visibility into upcoming cash needs, enabling better liquidity planning
• The family no longer treats capital calls as an operational risk — they treat them as a handled item