Reminder Escalation

7 tiers. Zero human chasing.

app.capitalbridge.app / automation / reminders
ACTIVE · daily job 06:00 UTC
Reminders sent · Q1 26
1,847
Response rate · tier 1-3
94.2%
Escalations to portfolio mgr
11
Escalation timeline
from 7 days before due date to 30 days overdue
● pre-deadline ● warning ● overdue
Due date
1
-7 days
2
-3 days
3
-1 day
4
due day
5
+3 days
6
+7 days
7
+30 days
TierWhenSubjectRecipientsChannelsTypical response
1 D − 7 Gentle heads-up, upcoming deadline Counterparty contact · primary submitter in-app 62% resolve by D−3
2 D − 3 Reminder with checklist + direct upload link Counterparty contact in-app 24% resolve same day
3 D − 1 Final pre-deadline notice, cc. portfolio manager Counterparty + cc. PM in-app 8% still resolve on time
4 Due day Due today, status shifts to "at risk" Counterparty + PM + dashboard in-appsms 4% still resolve
5 D + 3 Overdue notice with rework / waiver options Counterparty + PM + head of ops smsescalate 1.4% resolve
6 D + 7 Formal breach notice, covenant impact flagged CFO/CEO + risk committee escalate manual review
7 D + 30 Auto-escalation to waiver workflow + legal review CFO + GC + fund committee escalate < 1% reach tier 7

Preview, Tier 3 reminder

D − 1 · auto-sent 06:00 UTC
From: reminders@capitalbridge.app
To: sarah.miller@northstarenergy.com
Cc: d.carter@ogf-fund.com (portfolio manager)
Reminder: Compliance Certificate Q1 26 is due tomorrow.

Hi Sarah, a quick final reminder that Northstar Energy's Compliance Certificate for Q1 2026 is due Thu 16 Apr.

Your Q1 covenant ratios are already computed from the QMA you submitted on 08 Apr. The certificate pre-fills with those values, you just need to review and sign.

Open certificate →
You will receive one more reminder on the due day if not resolved. Reply STOP to pause automation.

Effectiveness by tier · LTM

94.2% before escalation
Tier 1 · D − 7
62%
Tier 2 · D − 3
+24%
Tier 3 · D − 1
+8%
Tier 4 · due day
+4%
Tier 5 · D + 3
+1.4%
Tier 6 · D + 7 (breach)
+0.5%
Tier 7 · D + 30 (legal)
<0.1%