Chase capital calls and check payment instructions for a change
capital_call_collection_chasingCapital call collection chasing for syndicators and small funds. Send the call's due date, optional grace days and chase schedule, and per investor a label, the amount called and the amount received. Get back who is paid, partly paid, due, in grace or overdue, who is due a chase today, the chase dates, and draft wording per stage (nothing is sent). Optionally send the payment instructions printed on the call notice (routing number or IBAN, last 4 of the account, names; never a full account number): you get the routing-number and IBAN check-digit results and a fingerprint; send it back as previous_instruction_fingerprint on the next call to learn whether the instructions changed (the usual sign of payment-redirect fraud). Set check_sources true to also read two public FBI and FinCEN pages and, with sec_cik, the SEC EDGAR record for Form D filings. Free. No model, nothing stored, signed record. Up to 100 investors. Use your own investor labels, not names, emails or account numbers. Not legal, tax or investment advice; your fund documents decide default and remedies.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"due_date": "<due_date>",
"investors": "<investors>"
},
"name": "capital_call_collection_chasing"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| as_of | No | Date to evaluate on (default today, UTC). | |
| sec_cik | No | SEC CIK of the fund or issuer; with check_sources, reports whether a Form D is on file. | |
| currency | No | Three capital letters, e.g. USD (shape only, not checked against the ISO list). | |
| due_date | Yes | YYYY-MM-DD payment is due. | |
| call_date | No | YYYY-MM-DD the call notice was issued (optional). | |
| investors | Yes | ||
| fund_label | No | Your own label for the fund or deal (not a person). | |
| grace_days | No | Days after the due date before an unpaid amount counts as overdue. Your own number from your fund documents (default 0). | |
| check_sources | No | Also read the FBI IC3 and FinCEN pages (and EDGAR if sec_cik is sent) and report what they say today. | |
| fingerprint_salt | No | Your own secret, the same each time, mixed into the fingerprint so nobody else can reproduce it. Not stored. | |
| chase_offsets_days | No | Days from the due date on which to chase (negative = before). Default [-5, 0, 3, 7, 14]. | |
| payment_instructions | No | The payment instructions printed on the call notice. Never a full account number. | |
| previous_instruction_fingerprint | No | instruction_fingerprint from your last check of these instructions. |