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Notices App

The notices app handles generating and managing notices sent to Limited Partners for capital calls, distributions, and other fund events.

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Business Context

GPs must notify LPs about capital calls, distributions, and other events. Historically, this was a manual process taking 8-12 hours. Maybern automates notice generation with customizable templates.

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Notice Types

Maybern supports multiple notice formats:
TypeDescription
Markdown + HTML/CSSDynamic content with baseline template
PDF FillSimple formatted notices with data insertion
Custom HTML/CSSFully customized templates
Excel (ILPA)Excel workbook with LP information

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Notice Composition

A complete notice package includes:
ComponentDescription
Cover LetterMarkdown template with dynamic fields
Notice BodyFinancial details and calculations
Investment MemoOptional PDF attachment

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Configuration Models

ModelDescription
NoticeConfigFund family settings (logo, signature, enabled)
NoticeDocumentTemplateLinks event types to HTML/CSS templates

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Notice Generation

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PDF Generation Flow

1

User initiates

Navigate to capital event and opt to generate notices.
2

Celery workflow

Parallelize generation across all entities.
3

Gather metrics

Pull all required data for each investor.
4

Send to Anvil

Request PDF generation with metrics.
5

Store document

Write PDF to S3, create NoticeDocument record.
6

Client polls

UI shows progress until all documents ready.

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Excel (ILPA) Generation

  1. User opts for ILPA workbook generation
  2. Celery task generates workbook
  3. Metrics populated via VBA macro
  4. Uploaded to S3
  5. Available for download

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Technologies

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Anvil

Anvil provides PDF generation:
  • PDF Fill: Mark up templates in Anvil UI
  • HTML/CSS: Pass custom templates to API
Requests to Anvil are rate-limited to prevent throttling.

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Excel Macro

Custom VBA macro auto-populates LP information in ILPA templates.

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Notice Fields

Common fields available in templates:
FieldDescription
capital_call_totalTotal capital call amount
commitmentTotal commitment
unfunded_capital_commitment_post_eventRemaining callable
total_distributionTotal distribution
return_of_capitalROC portion
preferred_returnPreferred return portion
cumulative_distributionTotal distributions to date
See the full field reference in the source documentation.

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Default Templates

Maybern provides clean, modern default templates:
  • Capital Call Notice: Investor info, breakdown, wire instructions
  • Distribution Notice: Breakdown, banking info, recall notices
  • Generic Notice: Fallback for other event types
Default templates are:
  • Mobile-responsive
  • Print-friendly
  • Accessible
  • Professional appearance

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Configuration

Notice templates are configured per fund family by internal users: 
NoticeDocumentTemplate.objects.create(
    fund_family=fund_family,
    event_type=EventType.CAPITAL_CALL,
    custom_template=NoticeCustomTemplate.DEFAULT,
)

Capital Calls

Events that trigger notices.

Documents

Document storage and retrieval.

Celery

Async notice generation.

Events System

Events that generate notices.