Follow up on drawdown funding gaps before investment deadlines
Every morning, WebRun opens Carta and checks each open capital drawdown for LPs who have not yet wired their committed amount, logs each shortfall with the LP name, amount owed, and deadline to a Google Sheet, and posts a prioritized follow-up digest to Slack so the fund team can resolve funding gaps before the target investment closing is missed.
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How do I automatically track unfunded LP drawdown amounts before an investment deadline?
WebRun checks Carta every morning for unfunded LP amounts across all open capital drawdowns. Each shortfall is logged to a Google Sheet with the amount owed and funding deadline, and a prioritized Slack digest lists the most urgent gaps so the fund team can follow up and resolve shortfalls before any investment closing is missed. No LP is contacted without human action.
- Every LP funding shortfall is surfaced each morning before the investment closing deadline
- Shortfalls are logged to a live Google Sheet with amount and deadline for each drawdown
- Fund team starts each day with a prioritized Slack list instead of manual Carta checks
Built for venture capital fund managers · private equity fund administrators · GP finance teams · fund operations professionals
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.carta.comin a real browser with your saved login - no setup, no API keys. -
1
Carta - identify unfunded LP amounts for each open drawdown
carta.com How to Automate Carta
WebRun opens Carta to identify unfunded LP amounts for each open drawdown. - Open Carta and navigate to the active capital calls or drawdowns under Fund Administration
- For each drawdown, read the called amount and the funded amount per LP
- Calculate the shortfall for any LP where funded is less than called, and note the funding deadline
Done when Every unfunded drawdown shortfall is captured with LP name, amount owed, and deadline.
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2
Google Sheets - log shortfalls by LP, amount, and deadline
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log shortfalls by LP, amount, and deadline. - Open the drawdown funding tracker sheet and add or update a row for each unfunded LP
- Record the drawdown name, LP name, called amount, funded amount, shortfall, and deadline
- Sort the rows by deadline proximity and flag any with fewer than 3 business days remaining
Done when The drawdown funding sheet reflects the current shortfall for every LP across all open drawdowns.
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3
Slack - post prioritized drawdown funding follow-up digest
slack.com How to Automate Slack
WebRun opens Slack to post prioritized drawdown funding follow-up digest. - Post a prioritized drawdown funding digest to the fund operations Slack channel
- List each LP shortfall sorted by deadline, most urgent first
- Flag any LP with a deadline in fewer than 3 days so the team can escalate immediately
Done when The fund team has today's drawdown funding priority list in Slack.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it contact unfunded LPs automatically?
No. WebRun only identifies shortfalls and surfaces them to your fund team via Slack and Google Sheets. Any LP follow-up call or email is initiated by your team after reviewing the digest.
What happens if a partial wire arrives during the day?
The next morning's run reads the current funded amount in Carta, so any wire received since the last check reduces the shortfall automatically. The Google Sheet is updated and only remaining gaps appear in the Slack digest.
Can it track drawdowns across multiple funds at once?
Yes. It checks every open drawdown across all funds in your Carta account and logs shortfalls per fund in the Google Sheet, so each fund's funding status is tracked in one consolidated view.
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