How to Initiate a Capital Call - Issuer

Instructions to initiate a capital call for your offering.

When creating your offering on Alto, you will be asked "Are there Capital Calls?"

Choose yes if your offering asks investors to contribute their pro rata portion of their fund commitment with uncalled capital to be requested at a future date.

Choose no if you ask investors for the total committed amount upfront.

When a capital call is due by an investor, you will need to create the capital call in the investor's IRA using the following instructions:

  1. Navigate to your AltoIRA dashboard
  2. Select the investor’s name under the “Investors” section
  3. Select “New Capital Call” on the right side of the screen
  4. Enter the capital call amount and upload the capital call notice
  5. Sign your full name electronically
  6. Select “Execute Capital Call” on the bottom left of the screen
  7. An email will be sent to the investor from ‘no-reply@altoira’ requesting them to login and authorize the capital call. 
  8. Upon the investor's authorization, Alto will fund the capital call within 2 business days so long as the IRA account is funded to cover and is 7 days old (IRS rule).