January 2026 Release Highlights

The pressure to close funds quickly often conflicts with the need for rigorous oversight. As the volume of investors grows, maintaining a high-touch experience while ensuring compliance becomes increasingly difficult without the right infrastructure.

Our latest enhancements address this tension directly, providing tools that simplify communication and provide centralized visibility over the entire subscription process.

Questions are inevitable during onboarding. The operational challenge lies in resolving them efficiently without disrupting momentum or creating fragmented communication trails.

Investor Onboarding now brings LP questions directly into the subscription experience. As LPs review subscription documents, they can ask questions in context, and GPs can respond in-line to resolve issues in real time.

This eliminates the back-and-forth often found in email chains and keeps all communication tied directly to the specific subscription package being reviewed. By resolving inquiries directly within the platform, teams maintain a clear audit trail and reduce the friction that typically delays signatures.

Tracking questions across emails and disparate threads becomes unmanageable as the number of prospects increases. Without a unified view, it is difficult to know which deals are stalled and why.

All LP questions now roll up into a centralized view for each prospect. Teams can see outstanding questions, track ownership, and monitor progress in real time. This visibility allows IR and operations teams to prioritize responses efficiently and ensure nothing stalls the process unnecessarily as volume increases.

Internal review is a critical compliance step, but rigid sequencing can slow LP onboarding and introduce rework.

With the latest updates to Investor Onboarding, GPs can now choose whether to complete internal reviews before or after an investor signs. This flexibility allows teams to align workflows with their specific internal standards while reducing friction for investors.

Once a subscription package is approved, the LP is notified that it is ready for signature, enabling a smooth and confident close.

Together, these enhancements help firms move onboarding forward with greater clarity and control. By centralizing questions, improving visibility, and introducing flexible review workflows, Investor Onboarding supports faster execution without sacrificing oversight.

Juniper Square continues to invest in tools that help firms manage investor-facing complexity with clarity and control. Talk to our team to see Investor Onboarding in action → 

These updates are part of our broader effort to support scale without increasing operational risk.

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