Accelerate fundraising with end-to-end onboarding workflows tailored to each fund and built to enhance the investor experience.
Investor Onboarding:
Seamless investor onboarding for every fund
Scale fundraising without scaling complexity
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Configurable workflows and conditional logic preserve each fund’s unique structure, language, and terms. Workflows adapt to the nuances of every investor profile, ensuring completeness and accuracy across all fund types.
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LPs move through a simple, personalized digital onboarding process where they can ask questions, get helpful responses, and collaborate across their teams to complete subscriptions quickly and accurately.
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Collect AML/KYC identity data and documentation directly within the onboarding flow to be reviewed by our team of experts. After completing verification, investor data flows securely into CRM, fund administration, and reporting systems to create a single, accurate source of truth.
Everything GPs need for seamless investor onboarding
Digital subscriptions
Customize the investor experience to match GPs’ unique subscription documents with custom questions and conditional logic that adjusts in real-time based on investor responses.
LP commenting
Speed up reviews with secure commenting built into the subscription workflow. LPs can ask questions right where they’re working, and GPs can respond with clear, threaded replies.
Seamless digital signatures
Collect LP signatures and finalize countersigning through integrated DocuSign workflows that make execution secure, simple, and fully auditable.
Real-time tracking
Manage pipeline, track data room engagement, and monitor onboarding progress so fundraising teams can identify top prospects, stay focused, and raise capital faster.
Advanced permissions
Set custom user permissions to prevent unauthorized staff from viewing or exporting subscription data.
Effortless data management
Ensure data accuracy with an integrated platform that uses information collected during onboarding to automatically update LP profiles in the AI CRM and create investor positions.
Embedded AML/KYC
Implement AML/KYC programs at scale with connected technology and services to collect investor data and documentation right within the onboarding flow for all LP types across jurisdictions.
Dynamic Data Rooms
Provide LPs with everything they need to evaluate offerings in a centralized, secure data room that integrates directly with onboarding workflows.
Expert support
Reduce errors and ease internal workloads with support from a team of fundraising experts ready to configure subscriptions, distribute invitations, and create investor positions.
Trusted by GPs across private equity, venture capital, and commercial real estate
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300,000+ subscriptions completed
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1,200+ GPs trust Investor Onboarding
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$80B+ raised through Investor Onboarding
FAQs
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With Juniper Square, no fund is too complex. The platform supports diverse fund types, investor types, investment scenarios, and AML/KYC programs within a single, streamlined workflow. Custom questions and intelligent workflows help GPs accelerate fundraising and deliver a better experience for internal teams and investors.
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For managers looking to implement best practices, Juniper Square provides connected technology and services to support AML/KYC programs across LP types, jurisdictions, and requirements. Our AML/KYC capabilities make it easy to collect required identity information and documentation during onboarding and update investor details throughout the investment lifecycle through secure, investor-friendly workflows.
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Juniper Square’s basic and advanced permissions make it easy to customize user access and safeguard sensitive data. Access to prospect tracking and communication can be managed by assigning view-only or edit access to offerings and data rooms. Managers can also restrict access to subscription details to protect sensitive information such as Social Security numbers and other personally identifiable information collected through investor questionnaires.
Better investor onboarding is just the beginning.
Juniper Square delivers the connected software, data, and fund administration services private markets GPs need to scale faster, streamline operations, and enhance the investor experience.