INVESTOR ONBOARDING: Close your funds faster
Juniper Square’s Investor Onboarding guides LPs through a step-by-step digital subscriptions flow, so you complete the most complex sub doc packages quickly and with less back and forth.
See Investor Onboarding in action
Everything GPs need for seamless investor onboarding
- Dynamic, conditional questions
- Prefilled investor account data
- Side letters and tax documents
- RIA and institutional LP workflows
- Granular access permissions
- API and MCP extensibility
"One combined experience that facilitates moving the subscription process along efficiently but also integrates seamlessly into our investor management system is incredibly invaluable."
300K+
investor subscriptions completed
Turn subscriptions data into actionable insight across your firm
Real-time dashboards
Build and share custom reporting on your fundraise to keep finance, IR, legal, and compliance in the loop.
API and MCP extensibility
View and action LP subscription data from third-party systems or your LLM of choice.
AI extraction of outside sub docs
When an LP subscribes offline, JunieAI extracts the data in their documents for your records.
Run AML/KYC directly within onboarding
Request compliance data from LPs within the subscription flow and Juniper Square runs the compliance program your jurisdiction and investor base requires. Manage open items and track the status of each investor from a single view.
Support for however you raise
Advisors and institutional investors
Allow multiple LP-side collaborators to partner on a subscription.
Open-end funds
Raise indefinitely and manage investors at all phases of a subscription.
High-volume fundraises
Track thousands of LPs with configurable dashboards.
International LPs
Collect international payment instructions and run AML/KYC across domiciles.
It’s time to stop chasing down LPs for signatures
See how Juniper Square’s Investor Onboarding platform helps you get investor information collected quickly, accurately, and securely to close faster and reduce operational costs.
FAQs
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Yes. Investor Onboarding is designed to be used either standalone or alongside the rest of Juniper Square’s offerings.
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Our Managed Close team supports you every step of the way. Send us your execution-ready documents, let us configure them for you, and then begin sending invites out to your investors.
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SOC 1 Type II and SOC 2 Type II attestations, along with ISO 27001, GDPR, and CCPA certifications, keep your investor data secure.