Even small Investor Relations teams manage hundreds of institutional LP relationships and thousands of contacts across those organizations and the consultants who influence their decisions. In practice, these teams inevitably fall behind: a contact changes jobs and the team finds out a month later from a newsletter; a mandate takes shape that the team discovers too late; or an institution appoints a new consultant to own manager selection in their space. By the time the RFP arrives there is already an informal shortlist. The firms on that shortlist? They already knew.
Almost none of this data is secret: pension boards publish minutes, plans file disclosures, pacing plans state target commitments years in advance, and consultant relationships are a matter of record. But it’s expensive to assemble and time-intensive to keep current, which is why the GPs who have historically gathered this data spent huge amounts of money and time on expensive data and integration projects to get it. That is exactly the kind of cost software should collapse.
Today we're launching Capital Intelligence, a new product within the Juniper Square Investor CRM and a major milestone in our partnership with Nasdaq. Capital Intelligence brings the deepest institutional investor and consultant dataset directly into your CRM, ready to deliver enriched contact information and proactive alerts on LP changes with no manual integration work needed. The best market intelligence used to be reserved for the very largest GPs; now it’s within reach for anyone raising institutional capital.
Enrich
It starts with the contacts you already have. An AI matching engine proposes links to the Nasdaq dataset, so your team can confirm thousands of matches in one session instead of chasing each one by hand, and every match stays a suggestion until someone accepts it.
Discover
Nasdaq eVestment has spent more than a decade assembling one of the deepest institutional datasets in the market, and Pipeline Builder lets your team search all of it from inside your Juniper Square Investor CRM: more than 100,000 investor and consultant professionals across 30,000+ institutional firm profiles. Filter by firm type, AUM, and geography, then import profiles onto an active fundraise in one click.
Act
Capital Intelligence watches for changes continuously and flags each one for approval. It tells you when:
- A contact you have worked with for years moves to another institution
- An institution appoints a consultant, or changes the one it uses
- A senior hire signals a new allocation program is being built
Your team accepts each update, so every record reflects an intentional decision, rather than something that changed automatically overnight.
The private markets fundraising environment is consolidating. GPs raised roughly $385 billion in the twelve months through Q1 2026, down 29% and the eighth straight quarterly decline, and the funds that closed did it in 15.6 months on average against 18.1 in 2024. Succeeding in a market like this means knowing exactly which LPs to target and when.
Capital Intelligence is available today for GPs raising institutional capital, as an add-on to the Juniper Square Investor CRM. Capital raising & IR teams of 1 or 100 can turn it on and use it the same day, and firms that already license Nasdaq eVestment Market Lens can easily connect the subscription they have.