AI is transforming investor relations.
Intelligent, automated solutions are quickly replacing the manual, time-intensive tools and processes that IR teams have traditionally relied on. For professionals in private markets, the question is no longer if AI will reshape their workflows, but how to leverage its power to build stronger LP relationships and accelerate fundraising goals.
A recent virtual keynote—How AI is changing the investor relations function—together experts from Juniper Square and Nasdaq eVestment™ Market Lens® to explore this evolution. The conversation offers a concrete look at how a purpose-built, AI CRM is addressing the challenges unique to private markets.
Moving past generic CRMs
For years, IR teams have struggled to adapt CRMs designed for other industries to the more complex demands of private markets. These systems often falter when faced with multi-year fundraising cycles, layered LP-consultant relationships, and custom reporting requirements.
With fundraising teams being asked to do more with less, they need technology that’s fundraising ready from day one—without the costly customizations and painful workarounds. Jay Farber, General Manager at Juniper Square, described the operational friction that IR teams face with generic CRMs:
A CRM today that's primarily a deal CRM, Salesforce, or a light skin on top of Salesforce just won't get the job done as expectations on IR as a function continue to increase.
This underscores a central problem: generic CRMs are static systems of record, not proactive systems of action. They demand extensive manual input and contribute little in terms of meaningful, actionable intelligence.
How to solve data collection challenges
One common challenge for IR teams is collecting and centralizing data across tools, meetings, and team members—at Juniper Square, we call this the "Doug Problem." Every firm has its “Doug” or senior partner that’s on the road, having important meetings with investors, but doesn’t log interactions in the CRM.
This leaves the IR manager piecing together critical updates from scattered emails or casual conversations, resulting in lost insights and missed opportunities. AI solutions are now bridging this gap. AI features such as voice notes make it easy for partners to record meeting details on the go, while the system automatically transcribes, summarizes, and assigns these notes to the correct contacts.
AI's benefits extend further—streamlining meeting preparation, surfacing hidden follow-up opportunities, and allowing teams to focus on strategy and relationships instead of data management.
Modern CRM solutions are advancing beyond being passive repositories for data. AI-powered CRMs now operate as autonomous systems of action—proactively surfacing insights, drawing attention to at-risk relationships, suggesting next steps, and automating routine workflows.
This is achievable with an AI operating system specifically designed for the context and intricacies of private markets. Such a system naturally connects LPs, consultants, organizations, legal accounts, and fund positions, forming a robust foundation for insightful automation and next-level productivity.
Market Trends: The LP perspective
Technology adoption is only part of the IR puzzle. Staying ahead of market trends and understanding LP sentiment are equally critical. Debbie Gregory, Head of New Product Innovation, Nasdaq eVestment, at Nasdaq eVestment™ Market Lens®, shared proprietary data on how institutional capital is shifting.
We are seeing renewed interest in venture and smaller PE GPs. NEPC is noting an attractive entry point for venture and explicitly citing smaller and emerging GPs as offering compelling investment opportunities.
This information is invaluable for GPs considering future fundraising rounds. Recognizing where consultants and LPs are focusing attention can shape more effective outreach and positioning. Gregory also emphasized that consultant transitions can impact hundreds of LPs, making it vital to monitor these movements closely.
Why consider Juniper Square’s AI CRM for Investor Relations?
The shift to AI-powered investor relations is designed to elevate—not replace—the professionals at the center of LP relationships. By automating manual tasks and delivering actionable intelligence, purpose-built technology positions teams to focus on high-impact, strategic work.
For firms looking to move beyond the constraints of generic CRMs and unlock the advantages of autonomous, AI solutions, Juniper Square’s AI CRM helps IR teams raise capital faster and strengthen investor relationships.
Discover how IR teams can operate more efficiently and proactively by exploring the Juniper Square AI CRM.