Hazeltree Investor Notices™

Can you automate your capital calls and distribution process?

Hazeltree Investor Notices™ efficiently manages dynamic generation and communication of various types of investor notices such as capital calls and distributions to Limited Partners.

Clients can easily create different investor notice templates, assign legal entity recipients and designate communication transport settings (e.g., email, sFTP and FAX) through configurable communication profiles. Hazeltree Investor Notices uses rich cashflows dataset to generate PDF letters, move them through the approval process, and communicate out to investors. Hazeltree helps ease manual and laborious investor notices’ processes with superior flexible and configurable automation. Our solution treats each notice as real transactions that are audited historically and reflect their full impact on projections.

Key Product Features

  • Centralized cash and capital activity in a single treasury platform
  • Unified referential data integrity in a golden source repository
  • Streamlined treasury operations with straight-through processing
  • Optimized and automated actionable recommendations


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