Due Diligence Questionnaires for the Private Markets
From intake to submission in a fraction of the time
IR teams are drowning in DDQs—and the volume is only growing. A single response can take 40 hours or more of manual work across IR, finance, compliance, and legal.
Juniper Square's DDQ app, powered by JunieAI, changes the economics of this process. Our app ingests the questionnaire, drafts responses from your firm's knowledge base, and returns a document ready for review.
The juniper square difference:
What sets Juniper Square’s DDQ app apart
Never open a blank DDQ
Most tools require hours of manual configuration of DDQ questions to fit their frameworks before they can answer anything. Our app automatically ingests your DDQs and generates a first draft by matching them against your firm's historical responses and documents.
Your data makes every draft more accurate
Every completed DDQ expands your firm's answer bank, making future drafts progressively more accurate. This ensures institutional consistency is enforced at scale and every team member has immediate access to all prior work.
Human-in-the-loop, by design
JunieAI uses a combination of deterministic and generative approaches to maximize consistency and internal compliance. For previously answered questions, get back the exact language your team has approved. For new questions, let JunieAI generate a first-draft response from your documents and prior DDQ submissions. Every response includes page-level citations with a complete edit history.
Built for the private markets
Rather than being adapted from a traditional RFP platform, our DDQ app is built specifically for how LPs construct requests and how GPs structure their responses.
Everything your team needs to respond with confidence
Automated questionnaire intake
Submit any DDQ in any format. The app automatically parses the structure and questions, eliminating the need for manual mapping or configuration before drafting begins.
First drafts, fully sourced
Every question is matched against your firm's prior responses and approved documents, generating a draft ready for team review in moments.
An intelligent knowledge base
Every finalized DDQ expands your firm's approved answer bank. The system retains preferred language and fund-level detail, ensuring that future drafts reflect your firm's standards and that every team member is working from the same institutional record.
Query your knowledge base
Ask any question across your knowledge base (including the answer bank and document center) in natural language. JunieAI delivers answers with cited sources traced back to the original material.
Collaborative review workflow
Assign specific questions to subject matter experts, leave internal comments, tag colleagues, and track completion status in real time through an intuitive, centralized workspace.
Sourced, traceable answers
Every drafted response includes a direct link to its source material. Review exactly where each data point originated, its usage history, and how it has evolved over previous submissions.
Flexible submission and formatting
Deliver finalized DDQs directly to LPs through a secure digital experience, or export them as fully formatted documents with custom branding, headers, and necessary disclaimers.
Contextual refinement tools
Condense detailed answers into bullet points, isolate specific fund metrics, or search your entire knowledge base using conversational queries, backed by cited sources.
Audit trail and review mode
Maintain a comprehensive edit history for every submission. Lock the DDQ for final executive review, monitor individual contributions, and submit to institutional investors with confidence.
Built for the teams managing
institutional diligence
For Heads of IR
DDQ volume from institutional investors is only growing. Our DDQ app, powered by JunieAI, allows IR teams to absorb that growing volume while staying focused on the LP relationships that really matter.
For CFOs and COOs
Manage the full DDQ lifecycle in a single application. Process a higher volume of institutional requests without overwhelming your teams, while maintaining the operational discipline and audit documentation that institutional LPs require.
For IR Associates
Associates face a consistency problem as much as a capacity one. JunieAI generates the first draft from your firm's existing documentation, enforces consistency against an approved answer bank, and provides a full audit trail on every submission.
Having Juniper Square fill in our DDQs is like hiring a super admin or associate. Takes days off our response time and frees us up to do other, more critical things to get the fundraise done.
Nancy Katz
Partner
Costanoa
Build on a platform that grows with you
See how a DDQ app integrated into your broader investment management platform can automatically draw on investor data, fund metrics, and relationship history already in the system.
FAQs
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The Juniper Square DDQ is a modern, AI-first application built exclusively for private markets diligence needs. Unlike traditional platforms that require months-long setup processes, manual tagging, and constant curation, our DDQ uses AI to auto-tag and parse documents, seamlessly creating and maintaining your answer bank. Upload relevant PPMs, LPAs, investment memos, and more to your knowledge base without manually copying and pasting or formatting data.
Unlike legacy platforms that treat AI as a bolt-on or afterthought, our DDQ was built from the ground up to generate high-quality draft answers to new questions based on source-verified data and documents. Quickly review and validate these answers, and then watch them automatically add to your answer bank over time.
In addition, our DDQ eliminates much of the manual work required to handle new diligence requests. Questionnaires can be ingested and mapped automatically, with no formatting or manual structuring required by the GP. In contrast, traditional RFP tools often require users to spend time organizing content, mapping questions, and building out templates before they can begin responding.Another key difference is how data is maintained. Our DDQ offers advanced, customizable data freshness capabilities to ensure that any information you share with LPs is the most recent and accurate available across your answer bank. Track how long a specific data point can be used in DDQs and watch the DDQ flag when it's missing a fresh data point needed to complete a question.
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Yes. JunieAI drafts initial responses with page-level citations on every answer; from there, a structured multi-step workflow routes questions to subject matter experts, tracks approvals through configurable role-based permissions, and locks the DDQ for final executive sign-off before submission. Every response is 100% source-verified, with a complete edit history attached to each submission.
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Every finalized DDQ expands your firm's proprietary answer bank, ensuring future drafts are progressively more accurate and consistent. New team members have immediate access to prior work, routine questions are answered with precision, and your firm's operational efficiency compounds with each submission cycle.
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Our DDQ application can operate as a standalone application or as a connected part of your broader investment data strategy. As it connects more deeply with the broader GPX Platform, drafts will automatically draw on the investor data, fund metrics, and relationship history maintained within your CRM and investor reporting applications, eliminating the version drift that occurs when your data lives in disconnected systems.
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JunieAI is model-agnostic, but never model-exposing. Customer data is never shared with foundational model providers or used to train third-party systems. All data remains secured within Juniper Square’s secure enterprise infrastructure.
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Yes. Juniper Square maintains best-in-class security infrastructure and is SOC 2 Type 2 compliant.