RMD & Distribution Tracking for Venture Capital Associates with DealCloud
The Problem
Missing an RMD for a Venture Capital client triggers a 25% excise tax — and tracking them across custodians in Affinity is a manual audit every December.
What We Build in DealCloud
AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book. Purpose-built for teams running DealCloud — uses the native API or agent integration so nothing leaves the system of record.
DealCloud Integration Approach
Audit your DealCloud configuration
We map the specific DealCloud objects, custom fields, and workflows the automation needs to touch for your venture capital practice.
Build on the DealCloud API or agent
Integration happens inside DealCloud — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in DealCloud with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your DealCloud instance
30-minute call. We'll look at your actual DealCloud setup and show exactly how this workflow fits.